AI Compute and Discovery
ADSK, ANSS, PTC
I am interested as to how the heavy investment in GenAI compute may benefit other AI permutations such as machine learning to assist with solving business problems such as discovering new metals, materials and drugs.
LLM models are text-specific and are not appropriate to deal with the advanced mathematics required for materials discovery, drug discovery and the like. However, given the heavy investment in GPUs and related silicon, perhaps some of that investment may result in chips that will be deployed within advanced machine learning models which may help solve for new metal alloys, new drugs and other new materials.
Keep an eye on CAD/Simulation Software firms such as Ansys (ANSS), Autodesk (ADSK) and PTC (PTC) to this end and how those companies may leverage advanced compute resources within Azure, AWS and Google Cloud to benefit simulation tools used by Aerospace & Defense, Pharma and Materials customers.