AI Boom: Who are the Winners in the Trillion-Dollar Arms Race!
Reading Time: 3 minutes
The establishment of AI infrastructure has become the defining topic in the stock markets – and follows a simple logic: In a gold rush, the safest profits go to those who sell the shovels. At the forefront is the Taiwanese contract manufacturer TSMC, whose monthly revenue increased by 53.3%. The company is building around 20 factories simultaneously and still cannot keep up with demand. Since practically every chip designer – from NVIDIA to Apple to Google – manufactures at TSMC, the company benefits not from a single winner, but from the...
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