Part 4/9:
With this backdrop, a significant question arises: will the growth in AI infrastructure benefit all players uniformly, or will it lead to a split in the market? Observations suggest that the next few quarters may not show any immediate slowdown, as the competition heats up. However, as we approach 2025 and 2026, increased investment and roll-out of custom silicon could shift market dynamics, favoring those firms that can innovate effectively.