$AMD(AMD.US) said a few words. Recently, the focus has been on ASICs. At this stage, the training end is not able to extract much profit. Therefore, the industry must work hard to extract profit from the inference end, as the overall AI capability still needs to be significantly improved. This will lead to greater innovation and breakthroughs in the inference end, making it difficult to talk about stability, let alone the benefits for ASICs. Due to the technical characteristics of ASICs, they are only applicable when the technical architecture is stable and finalized.
At the current stage, the benefits mainly come from the fact that AI can already realize some business value. There are simultaneous innovative breakthroughs in the inference end and demand in the inference end at this stage.
As for how bullish one should be, opinions vary.
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