Welcome to episode 153 of the AI for Career Success podcast from Curt Robbins. This educational content is designed to give working professionals who leverage AI as a tool for efficiency and productivity a competitive edge.

The semiconductor industry is currently experiencing a historic period of growth, with record-breaking sales in 2025 and even higher expectations for 2026 driven by unprecedented demand for artificial intelligence chips.

While Nvidia remains the dominant market leader, the landscape is shifting as tech giants such as Google, Amazon, and Meta develop custom silicon to reduce costs and bypass the so-called "Nvidia tax." Experts are divided on the future of the sector, debating whether hardware will become commoditized or if specialized innovations in memory and networking will maintain high profit margins.

Concerns regarding a potential investment bubble and the sustainability of data-center financing loom alongside the technical challenges of overcoming hardware bottlenecks.

Ultimately, the industry is transitioning from a focus on raw performance to a battle over who will control the underlying infrastructure of the AI era.

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"It will not be AI that takes away the job of a technical writer, but rather another technical writer with deep AI skills," said Robbins.

I am currently taking on new clients. I enjoy helping companies with their documentation and communications strategy and implementation. Contact me to learn about my reasonable rates and fast turnaround. — Curt

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>> Read the Ippolite article: https://tinyurl.com/4nxxchjz

>> Read the Curt Robbins article "The Global AI Race: America vs. China": https://tinyurl.com/2uckj7wy

>> Read the Robbins article "Understanding AI Hallucinations in Technical Writing": https://tinyurl.com/bdeyd64t

>> Read the Robbins article "Yale Study: Impact of AI on the Job Market": https://tinyurl.com/f3cuvvxn

>> Read the Robbins article "Why Large Language Models are Changing the World": https://tinyurl.com/bdfv63ca

>> Read the Robbins article "Understanding Anthropic: Rising Star in AI": https://tinyurl.com/46btw22z

>> Read the Robbins article "Comparing ChatGPT, Gemini, Copilot, & Grok": https://tinyurl.com/3zwttxhk

>> Read the Robbins article "AI Job Replacement Fears Are Good. Here's Why.": https://tinyurl.com/p5t27t7d

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