Manufacturing will shift toward AI running directly on factory equipment rather than in the cloud, with silicon makers delivering compact vision and language models that work faster and smarter. The real work isn't the AI itself but the engineering to integrate it into existing systems.
As we think about the future, what's one thing that, if you close your eyes and think 3 to 5 years from now, what would be one thing that you think might be the case with respect to GenAI and manufacturing that might just sort of challenge our folks on the thinking to our listeners?
I think there's going to be some really great contextual computing happening at the edge. edge, of the industrial edge, right? At the moment, you know, as we see this transition in the AI conversation from all this model training and these uber neo-clouds to, you know, this diffusion of generative AI and specifically generative AI to the industrial edge, I'm seeing some really interesting work being done by silicon players in providing these landing sites for robust generative AI. You know, so whether it's a vision model, whether it's a small language model, these emerging architectures are going to allow industrial players to augment um, their, their perception capabilities, right? There will be, let's say, a step change where you can get better contextual intelligence, hopefully at a lower latency than what we're— because latency is a big problem right now with any kind of generative AI stuff. And, um, it will create a lot of possibilities, but there's going to be a lot of, uh, you know, sort of boring technical work that should yield a lot of benefit for the manufacturing industry.
