Already in 2024, share prices for firms that play a role in manufacturing the advanced chips required for the most powerful AI models have skyrocketed, with Nvidia, AMD, and Arm share prices up 27%, 51%, and 82% respectively.
For companies seeking to build ever-larger AI models, there's a winner takes all dynamic, in which the top three or four companies will get all of the customers and all of the revenue, while the rest can't scale with that they're going to be left behind.
[
add
]
[
|
|
...
]