I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Who is winning the artificial intelligence (AI) chip war? Right now, it looks like Nvidia (NASDAQ: NVDA). But at one point, Intel (NASDAQ: INTC) was the chip industry's "undisputed" king. Being atop the chip industry just means everyone is gunning for you, and there's always a risk you'll be unseated. There are many companies competing to produce AI chips. But there's one thing that every AI chip needs: Electricity. When you break it down, artificial intelligence is simply a very complex computer program. It needs a lot of computing power, for sure, so having the best chips is important. But regardless of which chip ends up reigning supreme in the AI space, they will all need electricity to run. I'm not willing to bet that Nvidia's lead in AI chips lasts, but I know that modern life, including AI, can't continue as it is without reliable electricity. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool