1. That a new player would offer enterprise level product, instead of consumer grade. IMO it's very likely that if such a scenario unfolded, the market would be segmented into enterprise/consumer not only at the product level, but at the supplier level too. At least initially.
2. That AI compute demand is essentially unlimited AND silicon production capacity is and will remain bottleneck in datacenter buildouts. IMO we are much closer to the point where physical infrastructure becomes the apparent bottleneck than it would seem, IF political climate allows. Datacenter buildout is THE talking point in Ohio elections and if the dems win, datacenters will become THE talking point in the whole USofA. In just a couple of months the landscape they are operating in could become very different.
1. That a new player would offer enterprise level product, instead of consumer grade. IMO it's very likely that if such a scenario unfolded, the market would be segmented into enterprise/consumer not only at the product level, but at the supplier level too. At least initially.
2. That AI compute demand is essentially unlimited AND silicon production capacity is and will remain bottleneck in datacenter buildouts. IMO we are much closer to the point where physical infrastructure becomes the apparent bottleneck than it would seem, IF political climate allows. Datacenter buildout is THE talking point in Ohio elections and if the dems win, datacenters will become THE talking point in the whole USofA. In just a couple of months the landscape they are operating in could become very different.