Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia - however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.
AMD Data Center revenues are currently about 12% as big as those of NVDA as of the most recent quarter, so it is unlikely they are selling enough GPUs to meaningfully affect the overall picture yet. https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results
That seems like a different question which is partially entangled with AI but not necessarily, as more screen time doesn't necessarily need to be caused by AI, and the harms are harder to evaluate (even the sign of the value of "more screen time" is probably disputed).
The article convincingly makes the weaker claim that there's no guarantee of a fire alarm, and provides several cases which support this. I don't buy the claim (which the article also tries to make) that there is no possible fire alarm, and such a claim seems impossible to prove anyway.
Whether it's smoke or a fire alarm, that doesn't really address the specific question I'm asking, in any case.
Great point - I'm not sure if that contained aspects which are similar enough to AI to resolve such a question. This source doesn't think it counts as AI (though it doesn't provide much of an argument for this) and I can't find reference to machine learning or AI on the MCAS page, though clearly one could use AI tools to develop an automated control system like this and I don't feel well positioned to judge whether it should count.
Thanks for a great post! I have a concern about your sample sizes however.
I am looking into similar questions myself, and while reading your post I was surprised to see your Metaculus sample claimed as 45k predictions. These are not actually individual predictions, but rather the time series of community predictions, which are much less information dense, as this is just the median of the recent community predictions at that time and typically a new prediction will have a small effect on this value. I think claiming the sample size is 45k is therefore a bi...
Hi ZDQ. I don't understand what you are asking - all the big players I mentioned are US based, and I expect the majority of their work is happening in the US, but don't know this.
Nvidia does break down direct revenues by territory, but note that the final customer may be in a different geography to the direct customer. In the most recent quarter, 40% of revenue was in the US (see page 22 here)