* Tech leaders are shifting from artificial general intelligence (AGI) to artificial superintelligence (ASI), signaling rapid progress.
* Over $1 trillion in AI infrastructure spending is already under way, dwarfing previous technology build outs.
* The semiconductor supply chain is scaling for computational demands far beyond current commercial AI.
Wall Street sees artificial superintelligence(ASI) as a 2030s story. The evidence points to something far more imminent.
OpenAI's Sam Altman recently said his team "knows how to build AGI (artificial general intelligence)" and is "turning our aim beyond that -- to superintelligence." The language is deliberate: we know, not we hope to know. For reference, AGI refers to machines that can match human-level cognition. ASI refers to intelligence operating at speeds, scales, and domains that are orders of magnitude beyond human capacity.
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