This Could Be the Perfect Time to Double Down on These AI Stocks

briefly broke above 60 on Monday, climbing 163% over 5 days. Otherwise known as the “fear index,” based onweighted 30-day call and put options, VIX reflected the level of anxiety last seen in March 2020 following the lockdown-related concerns.experienced the biggest drain in history, having closed more than 12% down. The loss of Nikkei’s 4,451 points was greater than during the “Black Monday” of October 1987, having lost 3,836 points then.

Moreover, with a 2.4x greater memory bandwidth for large datasets, B200s are supposed to reduce power consumption by 25x while handling equivalent AI workloads. Given the fact that Google , and Apple rely on Nvidia’s AI chipsets, the delay into 2025 translates to major revenue delay. Moreover, Databricks’ January research found that Intel’s Gaudi 2 AI chip matches the performance of Nvidia’s H100 with even higher memory bandwidth utilization, making Gaudi 2 the top dollar-per-performance investment against H100/A100.

In the meantime, the predictable class action lawsuit, resulting from Intel’s 13th and 14th generation CPU instability issues, is having a suppressing effect on INTC price stock. But given Intel’s market dominance in the integrated GPU and CPU market, the current low point should be seen as an opportunity.TSMC has been in an awkward position. On one hand, the company is the world’s top semiconductor foundry with the cutting edge chip node processes.

But considering that the Big Tech views generative AI as a Darwinian filter for the next stage of the digital age, that scenario is not likely. Moreover, China’s military engagement with Taiwan is exceedingly unlikely given its high economic instability potential for China.

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