The AI chip war is still in its early stages, and two tech giants have already bet on the right direction.
Nvidia has benefited from the AI boom thanks to GPUs. In Q2, revenue surged 101% year-on-year, and adjusted EPS skyrocketed by 429%, all driven by the "crazy" demand for AI chips from data centers. Industry forecasts predict that the AI chip market will grow from the current $28 billion to possibly $165 billion by 2030. As the leading GPU manufacturer, as long as the AI trend continues, Nvidia's good days are not over.
Microsoft's approach is more aggressive – they invested $13 bi
View OriginalNvidia has benefited from the AI boom thanks to GPUs. In Q2, revenue surged 101% year-on-year, and adjusted EPS skyrocketed by 429%, all driven by the "crazy" demand for AI chips from data centers. Industry forecasts predict that the AI chip market will grow from the current $28 billion to possibly $165 billion by 2030. As the leading GPU manufacturer, as long as the AI trend continues, Nvidia's good days are not over.
Microsoft's approach is more aggressive – they invested $13 bi