alt Hacker NewsThe title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together.
Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain.
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Humanoid robots that can do manual labor are going to be make or break for wealthy economies in the next two decades. Aging populations need help, and most successful nations do not have enough young people to do half the work they need done.
The title is kinda misleading. The actual wording is not specific about humanoid robots but "physical AI" which encompasses every machinery that can be potentially integrated with AI, especially focused on mass manufacturing for the Korean case. Basically this project is about all physical infrastructures to automate high tech manufacturing industry.
> Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain
They need a solution to their plummeting birthrates which are officially worse than either China’s or Japan’s
we will need humanoid robots since nobody makes kids anymore
The value is pretty clear. The problem is the pay off is uncertain.
I’d say it’s more like “on groceries and a fancy dinner”. Humanoid robots sure do need RAM, both in data centres for training and in the robots themselves. :)
$585B on new fabs, $357B on AI data centers, and $5.8B on humanoid robots. One of those numbers is not like the others