Chips, ontology, and the enterprise AI's future
The value equation
In our ongoing exploration of the transformative power of Large Language Models (LLMs), we've examined the geopolitical race for sovereign AI, the enterprise imperative to harness their potential, and the paramount importance of embedding safety and human values into their very core.
Building upon this foundation, a critical insight emerges regarding the future distribution of value within the burgeoning AI ecosystem: the lion's share of market capitalization is poised to converge around two key pillars – the foundational compute power (chips) and the intelligent layer that bridges raw LLM capabilities with specific enterprise needs (ontology).