⚡️ Nvidia and Tesla join forces: $2.8 billion for Samsung in the race for AI-iron
Technology giant Nvidia and automotive leader Tesla are preparing to invest about $2.8 billion (about 3.7 trillion won) in the capacity of Samsung Electro-Mechanics, South Korean media reports with reference to Maeil Business Newspaper and ChainCatcher data.
The main goal of such a large-scale transaction is to expand the production of high-tech substrates (substrates) FC-BGA, without which it is impossible to create complex chips for artificial intelligence, unmanned systems and data centers.
🔥 What does this mean for the market and the Web3 industry?
1. Struggle for the deficit: The capacity of TSMC and traditional factories is physically lacking for the gigantic demands of the AI industry. The infusion of billions from competitors (Nvidia and Tesla) into Samsung's infrastructure is a direct signal that the hardware shortage remains the main bottleneck of the industry.
2. Fuel for DePIN and AI tokens: Expansion of the physical infrastructure of AI is a direct catalyst for decentralized computing networks (DePIN) and the AI sector in the crypt (FET, RENDER, NEAR, TAO). The more iron capacity giants have, the higher the demand for decentralized access to computing.
3. Signals for investors: When two largest customers invest in one component supplier at the same time, this is a trend not for one quarter, but for years to come.
$NVDAB
$TSLAB
Technology giant Nvidia and automotive leader Tesla are preparing to invest about $2.8 billion (about 3.7 trillion won) in the capacity of Samsung Electro-Mechanics, South Korean media reports with reference to Maeil Business Newspaper and ChainCatcher data.
The main goal of such a large-scale transaction is to expand the production of high-tech substrates (substrates) FC-BGA, without which it is impossible to create complex chips for artificial intelligence, unmanned systems and data centers.
🔥 What does this mean for the market and the Web3 industry?
1. Struggle for the deficit: The capacity of TSMC and traditional factories is physically lacking for the gigantic demands of the AI industry. The infusion of billions from competitors (Nvidia and Tesla) into Samsung's infrastructure is a direct signal that the hardware shortage remains the main bottleneck of the industry.
2. Fuel for DePIN and AI tokens: Expansion of the physical infrastructure of AI is a direct catalyst for decentralized computing networks (DePIN) and the AI sector in the crypt (FET, RENDER, NEAR, TAO). The more iron capacity giants have, the higher the demand for decentralized access to computing.
3. Signals for investors: When two largest customers invest in one component supplier at the same time, this is a trend not for one quarter, but for years to come.
$NVDAB
$TSLAB