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.
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: