Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...' - Yahoo Finance

Amid the sweeping wave of artificial intelligence (AI), some argue that AI will displace large numbers of jobs, but recent developments at major corporations like NVIDIA, Corning, and Ford reveal a di... Read original →

The AI frenzy is forcing a hard-tech pivot back to physical manufacturing. NVIDIA and Corning’s joint fiber expansion directly addresses the bandwidth bottleneck in 3nm-era advanced packaging—while EUV dominates front-end lithography, backend interconnects and intra-data-center links increasingly rely on specialty glass, creating a critical gap. Ford’s engineer rehiring reveals AI’s blind spots in unstructured quality decisions, where human judgment remains irreplaceable. This will accelerate TSMC and Intel’s co-packaged optics (CPO) roadmaps. Meanwhile, U.S. CHIPS Act subsidies are shifting from fabs to infrastructure, raising compliance burdens. Over the next 18 months, firms with vertical integration across materials, equipment, and process tech will dominate AI infrastructure supply chains, while pure-play algorithm vendors face valuation resets.