Sektor Technologiczny 2026: AI Chip Akcje and Kolejna Fala Inwestycji w Obliczenia
2026-03-30 · Analiza sektorowa
AI chip demand continues to reshape the semiconductor industry.
Data Center Capex Cycle
Hyperscaler capital expenditure on AI infrastructure is the primary demand driver.
Competitive Landscape
NVIDIA dominates GPU training, but AMD, Intel, and custom silicon from cloud providers are gaining share.
Edge AI Opportunity
On-device AI inference creates a parallel opportunity in mobile and IoT chips.