How Nvidia is creating a $1.4T data center market in a decade of AI
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
Is Intel Ready for an AI Comeback in 2025?
One area where Intel (NASDAQ: INTC) has seriously dropped the ball has been artificial intelligence (AI). Nvidia essentially owns the market for AI accelerator chips, and AMD is a ...
2 Custom AI Chipmaker Stocks for 2025 (Hint: Not Nvidia or AMD)
In the early days of the artificial intelligence (AI) infrastructure build-out, graphic processing units (GPUs) have been the ...