So the next booming industry will be semiconductors?

It's already booming since 10y. 
  
 People have booked big villas using esops

Senior Consultant

Software Engineer

Nvidia is going to be 2nd most valued firm on earth.  Bookmark this!

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Nvidia is going to be 2nd most valued firm on earth.

Bookmark this!

Semiconductors gaining maximum from AI 💥 boom

Semiconductors gaining maximum from AI 💥 boom- Grapevine

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Curious to learn about what sectors will see more action in the run up to 2030 where we are slated to become a $5trn economy and lots of companies have done Capex investments across sectors. What specific sectors, companies (listed or startups ) will benefit. Collective logic and name taking might help us all

5 trn economy, which sectors will benefit in startups and stock markets

Growth Manager

Time to Buy Nvidia Stocks

Feels a lot like the transition from Intel to Google. Software follows Hardware, and then gives multiple times returns.

Investment Associate

Nvidia to beat Apple 🍎 soon

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Shares in the Tokyo-based tech investor SoftBank gained as much as 3.2% reports that 66-year-old billionaire CEO Masayoshi Son is seeking funding for a foray into AI chips to compete with Nvidia Corp.

SoftBank stock rises on CEO’s plan for $100 billion AI chip project

The big bull is back. With a $100Bn chip project to beat NVIDIA for real.

Corporate Strategist

Nvidia had reached 1 trillion market cap

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Which US stocks will likely to see growth like nvidia say after 5 years?

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Legend says Sama refused to learn DSA for Microsoft Interview after getting inspired by some Indian LinkedIn Influencers.

Can someone confirm if Sama was asked DSA in his Microsoft interview ?

He tried joining google, but couldn't invert a binary tree 🌲

Software Developer

Nowadays, everyone is saying that AI will replace engineers, and it could be the reason for layoffs. This situation is making me more tense, especially as I'm primarily a frontend engineer (currently learning backend). If this is true, what should I do? Please guide me.

AI will replace Programmers/Engineer ?

https://www.theverge.com/2024/2/15/24074151/openai-sora-text-to-video-ai

Open ai introduces sora. What are your thoughts on the pace at which AI is progressing

- AI chipmaker **Cerebras** has filed for an IPO, aiming to challenge industry giant **Nvidia**.
- The Silicon Valley-based company reported a revenue of **$136 million** in the first half of 2024, a significant increase from $8.6 million the previous year.
- Cerebras' chip is **56 times larger** than common AI chips, potentially offering faster data processing.
- CEO **Andrew Feldman** expressed confidence in taking significant market share from Nvidia.
- The company's IPO could break the drought of AI companies going public, amidst growing demand for AI products.

Source: [New York Times](https://www.nytimes.com/2024/09/30/technology/cerebras-ai-chips-ipo.html)

AI Chipmaker Cerebras Files for IPO, Aims to Challenge Nvidia

Journalist

300+ startups got a deal ( sorry funding, shark tank degraded my startup vocab)

Indian startups mopped up $2.77 billion across 326 deals in the March quarter or Q1 2024, as per data compiled by TheKredible.

Indian startups mop up $2.77 Bn in March 2024 quarter: Report

Funding winter is over

This comes as the US announced plans to cut off more exports of advanced chips to China, in a blow to Nvidia.

Nvidia and Foxconn to build 'AI factories' together - BBC News

NVIDIA is probably the biggest company of the future

Product Marketing Manager

In a race to AGI, Tech giants are prioritizing compute over hiring techies. 

Google also plans to spend 25 billion $ to build one zettaflops (1000 exaflops) of compute....  

Tesla plans to have compute of around 100 exaflops by around October 2024...

Same case with Microsoft. 

https://www.theverge.com/2024/1/18/24042354/mark-zuckerberg-meta-agi-reorg-interview

Meta to operate "600000 H100 GPU equivalents of compute" worth 18 billion $ by year-end for open source AGI. This explains cost cutting by tech giants.

- **India's semiconductor market** is projected to exceed **$100 billion** by **2030**, driven by government initiatives and robust demand.
- **Mobile handset, IT, and telecom** sectors contribute over **75%** of the industry's revenues.
- The **$9.1 billion 'Semicon India' programme** aims to boost manufacturing and workforce development.
- **India produces 800,000 engineers annually**, positioning it to address global talent shortages.
- The global semiconductor market is expected to reach **$1 trillion** by **2030**, driven by IoT, AI, and future technologies.

Source: [Zee News](https://zeenews.india.com/economy/indias-semiconductor-market-projected-to-surpass-100-billion-in-revenues-by-2030-2807382.html), [The Economic Times](https://economictimes.indiatimes.com/jobs/fresher/india-set-to-play-big-role-in-cracking-semiconductor-talent-puzzle-says-new-report/articleshow/114269788.cms)

India's Semiconductor Market to Surpass $100 Billion by 2030

Folks in semi industry, share your thoughts on Intel.

Is intel doomed ?

Hardware Engineer

- Apple and Nvidia reportedly discussing investment in OpenAI's new funding round
- Thrive Capital expected to lead with $1 billion investment
- Microsoft, OpenAI's largest investor, likely to participate
- OpenAI's ChatGPT integration boosting Apple's AI strategy
- AI arms race driving high valuations and investments across industries 

 Source: [The Hindu](https://www.thehindu.com/sci-tech/technology/apple-nvidia-in-talks-to-join-openai-funding-round-reports-say/article68584312.ece/amp/)

Apple and Nvidia in Talks to Invest in OpenAI, Valuation Could Exceed $100 Billion

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Incoming!. Every FAANG PM is thinking about and working on integrating Gen AI into their features. 

This includes PMs and engineers who oversee 1-2 features in the entire product. And will oversell their part in it.

For promotions to job switches these guy have to shout ‘I used a lot of Gen AI to change the world’

And then to sell it on LinkedIn for getting likes.

The PMs will sound like they were just as visionary as Sam Altman who made GPT in the first place. 

And the engineers will sound like they coded GPT and will invent AGI themselves while they just integrate 2 APIs.

You’ve been warned.

Wave of Smug AI PMs and engineers from FAANG

This is not about the PMs. It is the PM directors or the CEOs that want AI AI AI in everything in their company. 

AI makes it easy to get a promotion or get follow on funding

Semiconductors gaining maximum from AI 💥 boom

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