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The Economic Times — Techeconomictimes.indiatimes.com

Software-hardware loop fuelling all new AI super cycle (opens original article in a new tab)

TL;DR

AI is creating a new demand cycle for hardware, with challenges in energy and cooling, while India's semiconductor sector benefits from government support and training.

  • AI is driving demand for hardware like GPUs, CPUs, and storage
  • Energy and cooling constraints are concerns but expected to be addressed by innovation
  • India's semiconductor ecosystem is growing through government funding and training

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