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DeepNewz, mobile.
People-sourced. AI-powered. Unbiased News.
Major players in the AI industry, including Meta and Google, are developing their own AI chips, posing a significant challenge to Nvidia. Analysts highlight Nvidia's strong position in the AI market, with Southeast Asian AI-related stocks benefiting from collaborations with Nvidia. Intel's AI strategy is seen as a potential rival to Nvidia's dominance.
On Dec. 1, 2023, I wrote a cover story saying Nvidia, Super Micro and Vertiv were the three best, most promising AI hardware stock ideas. Just checked. Nvidia, Super Micro and Vertiv are outperforming every single stock in S&P 500 year-to-date +78%, +216%, +75%, respectively 🤯 https://t.co/pSYv9AT04b
How Intel’s ‘AI everywhere’ strategy could challenge Nvidia’s dominance https://t.co/kfIB2Qw1bS
"US missing pieces of AI chip puzzle despite TSMC’s $65bn bet" https://t.co/mMLzsFYnqp "TSMC’s most important motive for stepping up its commitment to the US was to bring its own US strategy in line with the needs of Nvidia and other [AI] vendors" https://t.co/OJpYG0VKjb
