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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.
The company excited investors last quarter when it indicated each of its three initial AI customers could deploy up to 1 million AI chips in 2027, which it said would represent a $60 billion to ...
Both companies are touting their new semiconductor models as key to the development of their AI platforms, and as alternatives to the Nvidia chips they—and the rest of the tech industry—have ...
Nvidia and most of its competitors don't produce their own chips. They vie for capacity from the world's most advanced chip fabricator: Taiwan Semiconductor Manufacturing Company. Nvidia may ...
With ASML's unique market position, I think this is a ridiculous response, as its machines are required to produce all of the cutting-edge chips needed to run AI models.