AMD and NVDA get all of the attention. Intel makes CPU's, GPU's, and AI chips just like NVDA and AMD. Most people have not even heard about Intel's Gaudi AI chips, but everyone knows about NVDA's and AMD's. The difference is that Intel fabs a lot of their products and is spending many tens of billions of dollars to build new fabs to not only make all their own products, but others as well. NVDA has the tech lead but TSMC makes ALL of their chips. NVDA produces nothing but designs. AMD is just like NVDA, they do not produce their own chips, TSMC does. Intel's strategy will allow them to have a much greater cost/performance ratio than NVDA and AMD. This is 100% a great investment that pays a dividend. Again, I emphasize Intel makes CPU's, GPU's, and AI chips. Intel is the same company as the other two, BUT Intel is able to make it's own chips in house, or will at least be able to in the near future when they are done constructing their new fabs.
Giant cup and handle on the monthly chart. The chip sleeper that will be king again in the future. Buy the effing dip.
Giant cup and handle on the monthly chart. The chip sleeper that will be king again in the future. Buy the effing dip.