Implication -
If the moat on your HW is actually SW, you no longer have a moat.
If, otoh, the moat on your HW is actually HW, not only is your moat intact, but customers' ability and willingness to try your HW is dramatically increased.
Btw, actual HW moats exist in two distinct flavors:
1. Roofline HW capability. Everyone can get much closer to roofline, much faster now.
2. Supply chain. Do you have the wafers, parts, manufacturing capacity, ... to deliver at scale?
Both must be considered.
@appenz another aspect is the expanding design space problem - since compute, memory, and packaging increasingly need to be optimized together
the co-opt itself also needs to now consider performance, energy eff, thermals, yield, supply chain, etc.. seems more dims = ai more attractive
@HF_Trader AI & CF will both be looked at by recruiters - CMU’s educational value is from hard classes that break you down then smart friends that help build you back up
spend the first 2-3 sems taking classes in both then declaring AI (more gen) unless they find themselves enamored by CF