The following key breakthroughs and use cases excite me personally: (1) Agentic AI to move beyond simple generation to autonomous reasoning & execution (2) Becoming more energy efficient (3) Massive context inference through new chips like the Rubin CPX (4) Physical AI & robotics.
As to supply chain impact of Rubin & Feynman, key points to note would be Next-Gen memory & infrastructure shift vide move to high-density, liquid-cooled environments, forcing data centre operators to redesign facilities years in advance.
New chip releases & the exoected market rally would depend on whether $NVIDIA(NVDA)$ demonstrates sustained demand and clear roadmaps for the post Feynman era.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
