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The Real AI Battle Isn't in Chips — It's in Compute Efficiency. Here's the Stock Positioned to Win.
With a vertically integrated tech stack, Alphabet has a big advantage in AI compute.
This advantage should become more evident as AI inference becomes more important.
While investors are looking for who will be the big chip winner in artificial intelligence (AI), that's actually just half the battle. Nvidia (NASDAQ: NVDA) currently dominates the market with its graphics processing units (GPUs), while Advanced Micro Devices (NASDAQ: AMD) has been trying to gain traction in the GPU space and cut into its lead. At the same time, Broadcom (NASDAQ: AVGO) has been helping companies develop their own custom ASICs (application-specific integrated circuits) for AI workloads.
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Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground.
Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google's TPU to Amazon's Trainium and OpenAI's plans with Broadcom. These chips are smaller, cheaper, accessible and could reduce these companies' reliance on Nvidia GPUs. Daniel Newman of the Futurum Group told CNBC that he sees custom ASICs "growing even faster than the GPU market over the next few years."
Besides GPUs and ASICs, there are also field-programmable gate arrays, which can be reconfigured with software after they're made for use in all sorts of applications, like signal processing, networking and AI. There's also an entire group of AI chips that power AI on devices rather than in the cloud. Qualcomm, Apple and others have championed those on-device AI chips.
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