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Comment by aurareturn

  It seems likely that we're relatively close to the point where it will no longer be economical to push the limits here. It's unlikely that even the entire world working together would want to spend more than $1T for a single fab, which Rock's law suggests is less than 20 years away.
Given that Apple at the start of 2019 was worth $600 billion, and now $3.7 trillion 5 short years later, I think a $1 trillion plant in 2045 is not so farfetched. This is especially true if compute requirements for AI continues to grow.

Twenty years is a long time. I don't think people in 2025 could have predicted out needs for chips back in 2005.

parent aurareturn 1 year ago

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