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The company got investors excited last quarter when it said that its three largest "hyperscaler" customers (those owning massive data centers) could deploy up to 1 million AI chips each in 2027 ...
Even after tripling AI sales in 2024, management still expects AI chips to account for roughly one-quarter of the company's total revenue in the first quarter of 2025.
So, investors today can get a great deal on two AI chip stocks that seem set to gain big time from the growing demand for AI-enabled smartphones and PCs in 2025. Data center chip demand will give ...
An AI accelerator, deep learning processor or neural processing unit (NPU) is a class of specialized hardware accelerator [1] or computer system [2] [3] designed to accelerate artificial intelligence (AI) and machine learning applications, including artificial neural networks and computer vision.
AMD has projected $4.5 billion in 2024 AI chip sales, following the chip's launch in the fourth quarter of 2023. Training AI models and operating services like ChatGPT are expensive.
In March 2024, the companies broke ground on the Condor Galaxy 3 (CG-3), which can hit 8 exaFLOPs of performance and contains 58 million AI-optimized cores. [42] In March 2024, the company also introduced WSE-3, a 5 nm-based chip hosting 4 trillion transistors and 900,000 AI-optimized cores, the basis of the CS-3 computer.
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