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Expenses for Artificial intelligence (AI) The infrastructure will see a large thrust this year, which will undoubtedly help a series of semiconductor shares with connections to AI chips.
For example the big three Cloud computing Company – AmazonPresent MicrosoftAnd alphabet – This year, a combined growth capital expenditure of $ 255 billion (Capex) was commissioned. In the meantime, Meta platforms announced that it will spend up to 65 billion US dollars for the AI infrastructure. Are not exceeded, a consortium of companies led by Japans Soft bank And Openai undertook to spend 500 billion US dollars for the AI infrastructure in the USA over the next few years.
Let’s take a look at the KI chip companies to use the advantages.
Nvidia (Nasdaq: NVDA) is the leader in graphics processing units (GPUS), which are the most important chips that are used due to their superior processing speeds in AI training and conclusion. The chips were originally developed to accelerate the graphics in video games. Later, the company had customers programmed the chips for other tasks via its Cuda software program. Today it offers on its Cuda X platform that was built on CUDA with GPU rated microdienste and libraries that were specially developed for AI.
Cuda helped Nvidia customers a superior experience and created a wide moat for the company. This can be seen in its market share of around 90% in the GPU area. Therefore, the company is one of the largest winners of increased expenses for the AI infrastructure.
In addition, the stock is attractive, and the trade at a forward price conservation ratio of 25 times 2025 analyst estimates and a price/profit for growth (PEG) of 0.5, whereby PEGS is under 1.
While Nvidia is the leader in Merchant GPUS, it is Broadcom (Nasdaq: Avgo) Has contributed to designing their own AI chips. While these application -specific integrated circuits or ASICs lack the flexibility of GPUs, they generally have better performance and more efficient power consumption for the specific task for which they were designed.
Broadcom’s first customer-specific Ki-chip customer was alphabet because it helped him to design his tensor processing unit (TPU) as a trillium. Since then she has added other customers that are assumed that they contain Meta platforms, bytedance, Openai and finally. Apple. Broadcom found that only its three best customers could use up to 1 million AI chips in 2027, which was also the 2027 to 90 billion US chance.
