#AnthropicTapsSamsungForAIchips

The news about Anthropic and Samsung is really interesting to me.

Anthropic working with Samsung on Artificial Intelligence chips feels like a deal.

It is not another company teaming up with another company.

To me it shows that the market is telling us something: people really want to use Artificial Intelligence and that means we need infrastructure to support it.

At first people were excited about Artificial Intelligence models and fun apps.

But now that the industry is getting older we are seeing the problems. We need more computer power, memory, bandwidth and energy efficiency.

That is where companies that make chips become really important.

Samsung getting into the Artificial Intelligence chip business is something to pay attention to.

There is a lot of competition in Artificial Intelligence hardware. It is happening fast.

The companies that can help solve the problems of making Artificial Intelligence work better and faster could make a lot of money in the run.

That is the news.

More companies making chips could also mean that Artificial Intelligence companies like Anthropic do not have to rely on a few big companies.

This could help them grow easily as more people want to use Artificial Intelligence.

People are getting really excited.

That is the part that investors should not ignore.

Companies that work on Artificial Intelligence infrastructure are getting a lot of money and the value of semiconductor companies is going up fast.

When the market thinks everything is perfect even if a company does a job it can still be disappointing if it does not grow as fast as people think.

This reminds me of what happened with cryptocurrency.

At first people were excited about the tokens and the stories behind them.

Later smart investors started putting their money into the infrastructure. The exchanges, protocols and data layers that make the system work.

It is the thing with Artificial Intelligence.

My thought is that the companies that will do the best, in Artificial Intelligence might not be the ones that make the models.

They might be the ones that make the hardware that makes those models possible.

Sometimes the important things are the ones that are not as obvious.

What do you think. Are companies that make Artificial Intelligence chips at the beginning of their growth or are people getting too excited?

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