Posted 2/10/2024, 12:15:00 PM
Chip Giants Hold Keys to Future AI Breakthroughs
- ASML holds a monopoly on lithography machines needed to make advanced microchips that power AI systems.
- Taiwan Semiconductor is the world's largest chip manufacturer and makes chips for major AI players like Nvidia and AMD.
- Nvidia's GPUs are critical for processing data and training AI models at scale. Revenue has exploded due to huge demand.
- Super Micro Computer makes specialized servers to maximize efficiency and performance when training AI models.
- Investing in a basket of AI infrastructure companies like these can pay off regardless of which company develops the best AI product.