China, NVIDIA readying restrictions for H200 chips
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Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap.
The chip giant says Vera Rubin will sharply cut the cost of training and running AI models, strengthening the appeal of its integrated computing platform.
At the Consumer Electronics Show in Las Vegas, CEO Jensen Huang said more powerful chips will enable training of models in simulated environments.
TSMC makes the most advanced semiconductors in the world. They are the tiny electronic “brains” that power most modern electronics.
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.
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.
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.