Artificial intelligence (AI) is a technology that copies how people think and process information, making it useful for companies in many innovative fields. AI chips process large amounts of data in emerging AI technology. As an essential component, companies involved in the design and manufacturing of AI chips are likely to benefit from the growth of AI development. In 2023, the AI sector attracted a lot of media coverage and investors. The potential size of the AI market is still unknown because we keep finding new ways to use AI technology. AI chip companies in this list are likely to benefit from the growing interest in the AI market.
Intel seeks survival by "dividing the land"! Will sell two large industrial park properties in the usa.
① Intel plans to sell its plant in Folsom, California, and land in Hillsboro, Oregon, to adjust its global real estate strategy and save costs; ② Intel continues to face financial pressure, with a loss of 17 billion USD last quarter, and coupled with diminishing hopes of obtaining subsidies from the usa government, this has forced the company to consider self-rescue actions.
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Is nvidia no longer the focus? AI trade has changed!
Bank of America believes that the market focus has shifted to the second phase of trades benefiting from AI—software stocks and Agentic AI. With the arrival of the software "AI moment," its monetization is expected to begin in 2025 and become significant in 2026 as corporate adoption accelerates.
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