Shares in Nvidia, whose graphical processing units — or GPUs — dominate the market for training large AI models, have surged 55 per cent this year. The big tech companies are gearing up to wield expensive new AI systems against each other with no clear sign yet of how to gain a lasting edge. It seems safe to say that GPUs will be in high demand, benefiting Nvidia and, to a lesser extent, AMD (whose shares are up 30 per cent this year). Read More...
Shares in Nvidia, whose graphical processing units — or GPUs — dominate the market for training large AI models, have surged 55 per cent this year. The big tech companies are gearing up to wield expensive new AI systems against each other with no clear sign yet of how to gain a lasting edge. It seems safe to say that GPUs will be in high demand, benefiting Nvidia and, to a lesser extent, AMD (whose shares are up 30 per cent this year).
