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AI chip boom: Who will reshape the AI landscape?
The AI industry is experiencing significant shifts. $Intel (INTC.US)$ released the Gaudi 3 AI chip, challenging Nvidia with superior perform Show More
The AI industry is experiencing significant shifts. $Intel (INTC.US)$ released the Gaudi 3 AI chip, challenging Nvidia with superior performance at a fraction of the cost. Despite a 2.95% decline, Intel's stock closed at $1,898 million on April 10. Meanwhile, $Meta Platforms (META.US)$ unveils its own chip to reduce reliance on Nvidia, with shares closing up 0.57% at $519.83 on the same day. $Taiwan Semiconductor (TSM.US)$ rides high after securing an $11.6 billion grant, reporting a 16.5% increase in quarterly revenue, with the stock climbed 0.6% to close at 146.22. $Advanced Micro Devices (AMD.US)$ partners with BlackBerry for enhanced robotics in industrial and healthcare sectors despite a slight stock decline to $9.836 billion. Meanwhile, $NVIDIA (NVDA.US)$ briefly fell 10% from its recent historical closing high. Analysts have considered that the increasing dependence of the largest customers on their own chips does not bode well for Nvidia's development in the next few years.

📣Discussion
1. Which company is poised for greater future growth amidst the AI chip boom?
2. How are you adjusting your investment strategy amidst the AI chip boom?
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