With a market cap of around $263 billion, Intel remains the world’s biggest chipmaker. That may be changing though, as they’re being challenged by the likes of NVIDIA which now has a market cap of around $220 billion. In order to remain competitive, Intel spent about $13.4 billion on research & development (R&D) in 2019. […]
We recently wrote about “How AI Chips Are Changing the Semiconductor Industry,” noting that AI chips come in all shapes and sizes. From smartphone AI chips that perform computations at the edge to larger chips that are used in data centers, the trend is moving toward increased specialization. Large lots of general-purpose AI chips are […]
Our previous series on the global AI race highlighted how mastering artificial intelligence has become a geopolitical competition. Nearly all developed countries are now talking about how much they plan to focus on improving their AI capabilities. While others plan to plan, China and the U.S. seem to be vying for leadership, each country seeing […]
If you do some Google searches for the term “how to invest in artificial intelligence stocks,” you’ll find a plethora of opinions about what companies you ought to be looking at. Typically, you’ll get the “invest in everything with Google” type recommendations which just list some popular tech stocks along with the obligatory NVIDIA (NVDA) […]
One of the classic movie scenes of all time is when Gene Wilder’s reluctant mad scientist, Dr. Frederick Frankenstein (Franken-STEEN!), realizes his incompetent henchman Igor got his hands on an abnormal brain (or, as the hunchback believed, it belonged to someone named Abby Normal). Hilarity ensued. However, that cinematic moment also reminds us that if […]
What a difference a year makes. Few companies had enjoyed the sort of bull run AI chipmaker Nvidia (NVDA) had been on, returning more than +1200% between June 2015 and June 2018, eventually hitting a market cap of about $175 billion by September 2018. Then everything went south – literally – as the market took […]
For those of you fortunate enough not to be tainted by a career in finance, you may be surprised to hear how the sausage gets made. Let’s take a stock like NVIDIA Corporation (NVDA). There are analysts out there who are paid to “cover” NVIDIA by issuing recommendations as to whether or not you ought […]
There’s a law that most technology people are familiar with called “Moore’s Law” which states that the number of transistors on a computer chip will double every 18 months or so. This refers to the exponential growth in computing which helps explain why that smartphone in your pocket contains exponentially more computing power than what was used to […]
There is a new arms race, but we’re not talking thermonuclear war—unless we give machines the launch codes. Artificial intelligence is one of the key technologies that we cover, and it’s been a wild ride the last few years. Industries from healthcare to recruitment have embraced AI to gain efficiencies and a competitive edge. Heck, […]
The year was 2012 and Apple (NASDAQ:AAPL) had just become the world’s most valuable company reaching a market cap of over 600 billion. If exactly 5 years ago you bought shares in Apple, you’d be up about +103% on your investment vs a NASDAQ return of +109%. If in fact you decided to invest in […]