From Barchart: 2025-02-05 01:31:39

Piper Sandler analysts highlight Nvidia and TSMC as top beneficiaries of AI infrastructure growth driven by inference compute power demand.

Inference computing now surpasses training costs in AI labs, with OpenAI and Anthropic allocating up to 75% of resources, expected to reach 90%.

Nvidia leads in AI infrastructure with GPUs, closely followed by TSMC benefiting from semiconductor demand surge.

DeepSeek’s AI advancements face cost efficiency challenges compared to OpenAI, with a $10M cost difference in similar runs.

Financial APIs offer insights on NVDA and TSMC stock performance and fundamental ratings amidst rising AI spending.

Nvidia and TSMC are poised for growth as AI inference drives infrastructure spending.



Read more at Barchart:: Piper Sandler: Nvidia and TSMC Poised to Dominate …