Prediction: This Artificial Intelligence (AI) Giant Will More Than Triple Its AI Chip Revenue in 3 Years. (Hint: Not Nvidia)

The competition is catching up to Nvidia, and this chipmaker looks poised to grow quickly as a result. Just about every big tech company in the world is in a race to build more computing capacity than anyone else in order to meet the demands for large language model training and AI inference. The four biggest spenders alone are set to invest over $320 billion in capital expenditures this year, most of which will go toward data centers. A handful of companies have been big beneficiaries of all that spending, ...