The AI Supercycle: Why The GPU Vs. XPU Debate Misses The Forest For The Trees

An Nvidia Corp. GB300 NVL72 GPU on display at the Foxconn Technology Co. booth during the Computex conference in Taipei, Taiwan, on Tuesday, May 20, 2025. Computex kicked off Monday in Taipei, and as in years past will draw industry chieftains from Huang and Qualcomm Inc.'s Cristiano Amon to Young Liu of Foxconn, which makes the bulk of the world's iPhones and Nvidia servers. Photographer: Annabelle Chih/Bloomberg© 2025 Bloomberg Finance LPAmid all the speculation and handwringing about an imminent AI bubbl ...