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Staying invested to leverage the impact of AI demand on the semiconductor industry

Luca Menozzi
Luca Menozzi • 7 min read
Staying invested to leverage the impact of AI demand on the semiconductor industry
Nvidia CEO Jensen Huang estimates that there is around US$1 trillion ($1.3 trillion) worth of infrastructure that needs to be upgraded with AI-related chips to host AI workloads / Photo Samuel Isaac Chua
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Digitalisation, led by the proliferation of computing power and greater internet connectivity, affects every corner of our lives. Importantly, digitalisation is transforming how we consume data, work and interact with others. 

There is a universal acknowledgement that recent advancements in generative AI have been achieved thanks to the extraordinary innovations in the semiconductor industry. 

Indeed, while neural networks and other AI models have been around for many decades, at least in concept, they only became functional recently because the hardware finally has the right amount of computational, memory and connecting power to train a neural network.

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