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P Equity Research πŸ“°P Equity Research πŸ“°
23 Sep, 22:05

AI chip shortage beneficiary

Bullish+1.81%

AI Summary

The author highlights a persistent AI chip shortage through 2030, positioning major tech and semiconductor firms as key beneficiaries of the supply deficit.

CLSA Research says the AI chip shortage will last till 2030 with ASICs and GPUs undersupplied by 73% currently. > Small language models like Muse, Kimi K3 can drive broader AI adoption with Muse doing the best work. > 2030 estimate of 70-130GW of AI usage. Via @CNBC $NVDA $AMD $GOOGL $AMZN

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