Java Tech Enthusiast
Sep 30, 2024 · Artificial Intelligence
The AI Smile Curve: Profit Distribution and Future Outlook
The AI industry’s profit landscape mirrors a smile curve, with upstream GPU manufacturers and downstream application developers capturing most returns while costly large‑model R&D yields low margins, prompting predictions of GPU valuation corrections, a push for consumer‑facing killer apps, and massive application turnover through creative destruction.
AIGPUIndustry Analysis
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