GenAI for Gaming, Netflix, CapEx

Could generative video impact CapEx spend?

Last week, Etched showcased real-time, AI-generated gameplay. They simultaneously advanced the state-of-the-art in AI (are they a hardware company or an AI lab?!) and argued that the future of playable AI isn’t economically viable on H100s. 

Etched's Oasis: Creating a Market For Sohu

Let’s examine video generation and consider whether it could influence investments in semiconductor infrastructure.

GenAI for Games

Recall that generating video from text isn’t new; remember Will Smith eating spaghetti?

Hilariously, Will Smith chimed in on X: