These 8 stocks could form the backbone of AI as chips get more powerful

Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap.

Nvidia Unveils Faster AI Chips Sooner Than Expected

At the Consumer Electronics Show in Las Vegas, CEO Jensen Huang said more powerful chips will enable training of models in simulated environments.

What does TSMC make in Phoenix and why is it expanding? What to know

TSMC makes the most advanced semiconductors in the world. They are the tiny electronic “brains” that power most modern electronics.

AI boom warning sign? Nvidia's new chips hit data center cooling stocks

The chips could make some cooling systems “not necessary” for data centers, Nvidia's CEO said. That could hurt demand for a major component of the facilities.

From Chips to Data Centers, AI Investors See the Next Breakout in This Stock

Micron makes hardware components that are critical for AI data centers, and demand is exceeding supply, yet its stock is one of the best values in the space right now.
CNET

Qualcomm Brings Its Cheaper Snapdragon X2 PC Chips to CES

The Snapdragon X2 Plus offers much of what's in the higher-end X2 Elite, but the Plus versions are destined for more affordable, everyday AI-focused Windows laptops.
Feedback