AI Forecast 2030 The Future Of AI

AI Forecast 2030 – The Future Of AI

Nvidia is finished

Soon the big tech will build their own chips and break free of nvidia

Simultaneously startups will build better accelerators for inference and the entire world will shift to them. It takes only $20m to burn an accelerator today.

China is 1 generation behind the frontier models. It will release open source weights to better and better trillion parameter models at 10x cheaper costs killing OpenAi and Anthropic. All enterprises will shift to chinese models.

Cloud vendors fund startups and companies to exclusively adopt their cloud services. Nvidia funds billions of dollars to AI Vendors to buy its GPUs. they have relied on these circular arrangements to create a massive hype but such things suppress two things:

- there is no sustainable business demand for so many GPUs

- that AI is economically unviable

All these companies will crash and burn, oracle might be the first one to sink. Triggering a global recession.

Physical AI will flop in 3-4 years. Robotics will crash and burn too. Robots will be able to kill but unable to do anything meaningful reliably in the real world.

Brain chip implants will never be able to write into the brain failing on its biggest promise.

Intel is desperate for a comeback, and AMD wants it's share of AI both will get a good chance.

ARM will start losing out to RISC-V at an ever increasing pace.

Space Datacenters will be a flopshow.

99% of agentic ai enterprise projects will fail to deliver quality, reliability, accuracy, customer experience.

SAAS will get exterminated and systems will be built inhouse onprem.

Big tech will play the dirtiest games to use regulations, compliance and audits to kill any challengers.

US will upset and alienate it's entire first generation immigrants. 50% drop in students expected.

It might take an average Joe 3 years to get a job out of college.

Indian and south east asian IT industry will die out. The world will have 1 million boutique it firms and corporates will mix and choose them per project requirements.

90% of AI services startups will go bankrupt and fail to make any profits in 10 years.

IPO will cease to be a viable exit as retail investors will mature and reject nonsensical businesses and their nonsensical valuations.

Acquihiring will make a major comeback.