Elon Musk Just Gave Super Micro Computer and Dell Investors a Reason to Cheer

One of the biggest themes in the markets for the last two years has been artificial intelligence (AI). AI has many different components. One of the biggest bellwethers for AI at the moment are specialized chips known as graphics processing units (GPUs). These chips are used to train large language models and other computing functions to develop generative AI applications. On the surface, owning different businesses across the semiconductor landscape might be a good idea. AI is still in its infancy, and ther ...