Afraid You Missed the AI Boom? This Late-Cycle Winner Could Be Your Second Chance.

As AI priorities shift, new winners in the space have emerged.The widespread adoption of ChatGPT in early 2023 heralded the wave of generative artificial intelligence (AI) to come. These next-generation AI models were significantly more useful than their predecessors but required a great deal more computational horsepower. Data centers and cloud providers -- where most AI resides -- scrambled to obtain the best AI chips money could buy.This fueled a growth spurt for Nvidia. Its graphics processing units (GP ...