2min chapter

The Compound and Friends cover image

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

The Compound and Friends

CHAPTER

Intro

This chapter explores the complexities of the AI chip market, focusing on the competition involving NVIDIA and its customers. It highlights how hyperscalers are diversifying their chip usage amidst GPU shortages and discusses investment opportunities, particularly with Broadcom, alongside market trend insights.

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