MyDataWork POV — AI agents discovering new semiconductor materials sounds like a silver bullet, but where’s the proof? The TDP challenge is real, with Nvidia's H100 guzzling 700 watts. But the leap from AI models to tangible breakthroughs is vast. The specificity of their claim lacks a track record of AI-led material discovery actually leading to viable solutions. Until we see something concrete, this remains more of an intriguing promise than an established solution.