AI Is Making Hardware Sexy Again

Up until the late 80s and early 90s hardware was King: IBM,Intel, Texas Instruments were market leaders. Devices from Japanese corporations like Sony, Toshiba, and Panasonic were everywhere. But the use cases of most of their devices didn't evolve significantly as the tastes of consumers around the world shifted to software and mobile devices. The shift to software, when it came, favored companies like Microsoft, Oracle, and SAP. The latter then missed the shift to mobile, opening the door for companies like Apple, Google, and Samsung.