Demand for IT devices remains sluggish. AI is a

Demand for IT devices remains sluggish. AI is a frenzy. AI has failed to produce a demand for replacement of devices used by individuals because it only brings demand for data centers.

In other words, there is no problem using ChatGPT even if you don't change your phone.

It doesn't take a lot of equipment to talk through text. It just needs enough equipment to run Kakao Talk. The server will be LLM with the latest Nvidia GPU. Even if this is money, it doesn't seem to make money even for smartphone and PC sellers.

Even if AI demand is real, there will eventually be an end to data center demand.

AI technology must continue to develop. If the development of AI technology is stagnant, demand for GPUs will stop even in existing data centers. I can feel the stagnation in AI technology development. Since AI technology has advanced this much in the last two years, how much more will it develop in the next two years? There are people who approach it this way, but the development in the last two years is the accumulated result of the efforts of the last 10 years. The development in the last 10 years is the accumulated result of the efforts of the last 50 years. In other words, it just suddenly accelerated beyond the critical point. We cannot continue to develop at that pace.

Stagnation of AI development will eventually reduce demand for data centers.

Currently, the stock price of legacy semiconductors is being smashed due to the decline in demand for IT devices. AI semiconductors are maintained by demand for data centers, but this will also gradually collapse. Next year is likely to be the year when semiconductor winter begins.