Will Musk break TSMC's monopoly? Five predictions for 2030: Brain-computer interface becomes a new way of human communication.

Radical Ventures Partner Predicts AI Development Trends by 2030, Covering TSMC and ASML Facing Supply Chain Reshuffling, Anthropic Transforming into a Major Pharmaceutical Company, Commercialization of Brain-Computer Interfaces, and a Significant Reduction in AI Energy Consumption.

According to an article published by Forbes, Radical Ventures partner Rob Toews recently made five bold predictions about the development of artificial intelligence (AI) by 2030, covering key topics such as the reshaping of the AI enterprise landscape, changes in the semiconductor supply chain, breakthroughs in brain-computer interface technology, improvements in energy efficiency, and AI ethics and legal rights, signaling that the global tech industry will undergo disruptive structural transformations in the coming years.

TSMC's Monopoly Could Be Broken? Global Semiconductor Supply Chain to Undergo a Major Reshuffle

Currently, nearly 100% of the world's top AI chips are manufactured by TSMC, and extreme ultraviolet (EUV) lithography machines are exclusively provided by Dutch giant ASML. However, Rob Toews believes that by 2030, companies including Norwegian startup Lace Lithography's "atomic lithography" technology and Substrate's X-ray lithography solution will break ASML's monopoly.

Tesla CEO Elon Musk is building a massive chip factory called Terafab in Texas, which claims to have an annual production capacity over 50 times that of current global TSMC output, inevitably causing a strong impact on the existing supply chain.

Anthropic Ventures into Biotechnology! Expected to Become a Top Global Life Sciences Company

Anthropic is actively expanding into biotechnology. Rob Toews predicts that Anthropic will become one of the world's largest and most important vertically integrated pharmaceutical companies. It has not only launched the Claude platform specifically designed for life sciences but has also invested $400 million to acquire computational biology startup Coefficient Bio. Its latest Mythos model already has the ability to automatically generate new drug candidate molecules.

Breakthroughs in Brain-Computer Interface Technology: "Telepathy" Will Become a New Form of Human Communication

With the rapid progress of brain-computer interface (BCI) technology, "telepathic communication" using thoughts is expected to enter the commercialization stage by 2030. Currently, invasive BCIs like Neuralink have already enabled ALS patients to output text directly through thought.

Non-invasive solutions are also leveraging AI to decode brain waves, with ultrasound technology considered one of the most promising directions.

Shaking Off the Label of Energy Hog! New Hardware and Algorithms Drive a Significant Drop in AI Energy Consumption

Compared to current AI data centers that consume tens of gigawatts (GW) of power, the human brain operates on only about 20 watts of energy. Toews believes that through new hardware architectures such as analog computing and thermodynamic computing, as well as successor algorithm architectures like State Space Models that replace traditional Transformers, the "intelligence per watt" efficiency of AI will dramatically improve, thereby effectively reducing overall energy consumption.

• This article is republished under authorization from: Chain News
• Original title: "Will Musk Break TSMC's Monopoly? Five Predictions for 2030: Brain-Computer Interfaces Become a New Human Communication Method"
• Original author: Co2