The Next Computer Is Alive
The article discusses the limitations of silicon technology in the context of AI's future. It argues that current projections for AI infrastructure are based on flawed assumptions about the continued scalability of silicon. The author highlights the risks associated with relying on traditional chip manufacturing and suggests that significant disruptions may be imminent.
- ▪Silicon technology is approaching its physical limits, making future projections for AI infrastructure potentially inaccurate.
- ▪The latest chip architecture from TSMC operates at 2 nanometers, which is smaller than a strand of DNA.
- ▪Current predictions for AI's power and chip requirements assume that silicon will continue to scale, which may not be the case.
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Opinion The Next Computer Is Alive Everyone projecting AI's future needs is doing the same math: more models, more data, more chips, more power. Linear extrapolation from a technology that is running out of room. Disruption always looks far away — until it arrives overnight. Here's what's actually coming. Stephen Messer 20 May 2026 — 10 min read Share Stephen Messer, Co-founder of Collective[i] and LinkShare (sold to Rakuten for $425M, 1996–2005). Entrepreneur of the Year. Board member, Spire Global (NYSE: SPIR). Building intelligence.com Every projection you've read about AI's future — the power requirements, the chip demand, the data center buildout, the cost curves — is built on a single assumption nobody states out loud: that silicon will keep scaling.It won't. Not forever.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Artificial CommonSense.
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