Yes, the timelines are highly uncertain, but the AI boom and AI money are reinvigorating the entire fabrication ecosystem from top to bottom and causing innovation where there had only been incremental progress for years. People aren't just thinking about their node schedule and yields: they're pursuing radical new designs with far greater urgency.
That's where OpenAI in a box is going to come from. And it won't take long.
Yes, the timelines are highly uncertain, but the AI boom and AI money are reinvigorating the entire fabrication ecosystem from top to bottom and causing innovation where there had only been incremental progress for years. People aren't just thinking about their node schedule and yields: they're pursuing radical new designs with far greater urgency.
That's where OpenAI in a box is going to come from. And it won't take long.