Beyond NVIDIA: The AI trade is moving past chips. Explore the companies solving the huge physical bottlenecks in packaging and cooling.
During the last two years, the AI trade has increasingly diverged from the broad market.
The K-shaped environment, in which investors bought the obvious names—NVIDIA Corp.
(NASDAQ:NVDA), Advanced Micro Devices Inc.
(NASDAQ:AMD), Micron Technology Inc.
(NASDAQ:MU) —worked as capital rushed toward silicon.
Why Wall Street thinks US memory maker Micron is the next Nvidia | TechCrunch
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Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chips - The Economic Times
