Semiconductor Equipment Manufacturers Applied Materials and Lam Research – The silent winners of the NVIDIA-OpenAI Alliance!
AMAT and LRCX are the direct beneficiaries of the AI revolution – without their equipment technology, no GPU can be produced!
With the NVIDIA-OpenAI partnership, both equipment giants enter a multi-year growth phase with explosive revenue potential!
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I see an enormous catalyst for the semiconductor equipment industry in the spectacular $100 billion partnership between NVIDIA and OpenAI , which will make Applied Materials and Lam Research major winners. This century-long alliance plans to establish at least ten gigawatts of NVIDIA systems – equivalent to the deployment of 4-5 million GPUs, an unimaginably vast amount of computing power. This massive hardware expansion will require a significant increase in manufacturing capacity at foundries like TSMC and Samsung , which will cause...
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