AI chips used to be Nvidia’s game. Now more winners are emerging.
- Apr 19
- 1 min read
BARRON’S — This year has seen a significant broadening of the market. Shares of Marvell Technology, Intel, Arm Holdings, and Advanced Micro Devices have all posted strong gains in recent months.
A bewildering mix of GPUs, CPUs, XPUs, TPUs, and NPUs are now powering AI for big technology companies. That’s not even including memory chips from Micron Technology and its South Korean peers, or networking chips from the likes of Cisco Systems.
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