Even with new export controls cutting off a vital market in China, demand for advanced chips used to power artificial intelligence (AI) infrastructure remains high. While there is a growing market for custom AI chips, the most commonly used chips for running AI workloads are graphics processing units (GPUs) . This name stems from the fact that these chips were originally designed to speed up graphics rendering in video games.

Due to their powerful processing speeds, GPUs are now used for a variety of high-power computing tasks, such as training large language models (LLMs) and running AI inference . The GPU market is basically a duopoly at this point, headed by Nvidia ( NVDA 1.69% ) and Advanced Micro Devices ( AMD 3.52% ) . The question many investors ask, though,

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