News Formal

These are the stocks to play the next 'bottleneck' in AI, according to the pros

  • 📰 CNBC
  • ⏱ Reading Time:
  • 21 sec. here
  • 11 min. at publisher
  • 📊 Quality Score:
  • News: 43%
  • Publisher: 72%

NVIDIA Corp Nyheter

Amazon.Com Inc,Microsoft Corp,Alphabet Inc

There's been a lot of talk about AI's infrastructure buildout. Tech analysts say there's another area to invest in beyond data centers and cloud computing power.

There's been a lot of talk about artificial intelligence's current phase: infrastructure building. That has obvious benefits for chipmakers such as Nvidia and hyperscalers like Amazon , Microsoft and Alphabet . Hyperscalers provide the massive cloud computing power needed for AI applications, and analysts have predicted the growing need for more data centers as they house the vast amounts of computing power needed for AI workloads.

" An increase in investment in generative AI model training and inference will drive the AI networking spending growth of 34% over the next five years, said the firm. That translates to $34 billion in spending in 2028, up from Morningstar's 2023 estimate of $8 billion. "Networking creates a performance bottleneck for generative AI model development," Morningstar's analysts said.

 

Tack för din kommentar. Din kommentar kommer att publiceras efter att ha granskats.
Vi har sammanfattat den här nyheten så att du kan läsa den snabbt. Om du är intresserad av nyheterna kan du läsa hela texten här. Läs mer:

 /  🏆 12. in SE

Sverige Senaste nytt, Sverige Rubriker

Similar News:Du kan också läsa nyheter som liknar den här som vi har samlat in från andra nyhetskällor.

Stock Market Today: Nasdaq clinches record close as tech reigns supremeStock Market Today: Nasdaq clinches record close as tech reigns supreme
Källa: Investingcom - 🏆 450. / 53 Läs mer »