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Nvidia, AMD, Meta, and the AI trade: Analyst weighs in

ByFeatured Youtube Videos

Wednesday, Jul 16, 2025 5:22 pm ETmin read

Aime Summary

- Analyst highlights Nvidia's GPU dominance in AI market amid rising competition from AMD's new Instinct chip series.

- Meta's expanding AI infrastructure investments drive soaring demand for advanced computing hardware, intensifying supply chain pressures.

- Analyst predicts AI chip shortages could persist through 2024 as demand outpaces production capacity despite industry expansion plans.

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