… If the demand for AI hardware remains high over the next ten to 15 years the minimum amount of time it will take Samsung and SK hynix's new facilities to come online and hit production targets , then South Korea's investment will likely secure it as the country that holds most of the cards in the A… …
… He elaborates, "Meta is unlikely to continue investing in AI infrastructure with the specific aim to rent it—it likely means that Meta will need to reduce or possibly stop AI investment in datacenters, as it already has excess capacity. …
… "If the return on investment for Big Tech decreases relative to capital investment, there is a possibility of reduced investment," Kyung-Hyeon Kye said. …
… Maybe we won't." But Zelnick still wants the publisher to focus on blockbusters, and he seems to accept that you have to spend money to make money. “That's a high-stakes game for big boys only," said Zelnick, "And I'm cool with it.” "We never claim success before it occurs," Zelnick said, before de… …
… While he says "big tech walked away" from the gaming industry to funnel capital into the AI investment gold rush, Zhu told Bloomberg that GreaterThan Group's investors—"all very successful individuals—gaming and tech entrepreneurs," he says—aim to tap the potential of the overabundance of undervalu… …
… Sony sees AI as a rather grand tool in its tool belt, arguing, "For our players, this will mean gaming experiences like never before—more immersion, more adventures, and fresh ways to enjoy their favourite characters." It's easy to see why big-budget developers may be drawn to generative AI. …
… CEO Andrew Wilson said in 2024, for instance, that the company is "embracing generative AI deeply," and that "about 60% of all of our development processes have high feasibility to be positively impacted by generative AI." EA is also reportedly counting on the power of AI to bring down its operatin… …
… Sony also aims to push visual fidelity forward and deliver higher quality gameplay experiences through continued investments in AI and machine learning." Certainly gets me excited. …
… I think that a lot of companies have made big promises on potential or future investments, and I think that those are going to be tempered over the next six months." On the other hand, Exiger Senior Vice President of Product Level Intelligence Derek Lemke is more optimistic: "I don't see it. …
… With the level of investment in AI servers showing no signs of slowing down, it wouldn't be a surprise if the MLCC industry altered its production lines to chase after the money. …