A discussion on X about data center revenue and AI's economic impact. Bain & Company estimates $4.7 trillion in global profits will be created, shifted, or lost to AI between 2025 and 2035, with AI functioning as a production technology unlike the internet's distribution model. The post argues Bittensor ($TAO) is positioned in the foundation layer of this transformation, while noting volatility and competition from major players like OpenAI and Anthropic.
Samsung Electronics plans to at least double HBM4 and HBM4E production next year, increasing glass carrier outsourcing from 20,000 to 50,000 units monthly. The company began HBM4 mass production in February and provided HBM4E samples to customers including Nvidia in May, with industry forecasts suggesting HBM production will grow nearly 40% and the HBM4 family share will rise to about 80% of the mix.