The Real AI Hardware Story Isn't About Chips—It's About Infrastructure Fragmentation
Samsung's memory earnings surge and India's AI stock rally are symptoms, not signals: everyone's chasing the same GPU bottleneck while the actual constraint shifting to power, cooling, and data center real estate (see: Sophia Space's space-based patent). The endless llama.cpp updates and langchain releases reveal the uncomfortable truth—software layers keep multiplying to work around hardware limitations, meaning we're optimizing around constraints instead of removing them. Unless someone solves the infrastructure equation (not just the silicon equation), we're looking at a 2-3 year ceiling where software innovation outpaces what hardware can actually deploy at scale.