The Global AI Hardware Gamble: Korea $550B + Japan $6B + Qualcomm Challenges NVIDIA - What This Means for Investors and Builders
Over $610B poured into AI hardware globally in the past week - South Korea $550B, Japan $6B, Qualcomm’s new chip bypasses HBM to challenge NVIDIA. From a builder’s perspective, I break down what this hardware gamble really means for investors, and why AI application developers don’t need to wait for the hardware reshuffle.