AI hardware boom is just beginning, warns ex-OpenAI, Meta, Apple leader
Caitlin Kalinowski, former head of AR/VR hardware at Meta and robotics lead at OpenAI, outlines why AI‑focused chips and robotics are still in their infancy. She highlights supply‑chain bottlenecks, an upcoming memory price shock, and lessons from Apple, Meta and OpenAI that signal a looming hardware surge.