#gpu-supply-chain

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from24/7 Wall St.
2 weeks ago

This Critical AI Stock Is Now Building Factories in the U.S.

In the high tech universe, there is only a single common road that Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO) and many others must go to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet.
Tech industry
#ai-infrastructure
fromTechCrunch
3 weeks ago
Artificial intelligence

Altman and Nadella need more power for AI, but they're not sure how much | TechCrunch

AI adoption is outpacing available electrical power, creating chip inventory and data center build bottlenecks for major tech companies.
from24/7 Wall St.
3 weeks ago
Artificial intelligence

700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026

AI-driven cloud demand has created a multi-hundred-billion-dollar pipeline fueling GPU shipments, data-center builds, and suppliers like Supermicro, Arista, and TSMC.
fromTechCrunch
3 weeks ago
Artificial intelligence

Altman and Nadella need more power for AI, but they're not sure how much | TechCrunch

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