Nvidia vs. AMD: Which Artificial Intelligence (AI) Stock Is the Smarter Buy After Groq's $750 Million Equity Raise?

Over the last few years, investors have witnessed an unprecedented surge in capital expenditures by big tech companies, which are continuing to pour funds into building out their artificial intelligence (AI) infrastructure. Much of that money has been spent on graphics processing units (GPUs) from Nvidia (NASDAQ: NVDA) and Advanced Micro Devices, as well as networking gear and custom application-specific integrated circuits (ASICs) from Broadcom.The tide is beginning to shift, however. Capital is beginning to move further downstream, where a handful of Silicon Valley startups are no longer just attracting curiosity -- they are disrupting a semiconductor market long dominated by the current incumbents.Enter Groq, fresh off a $750 million capital raise that values the company at $6.9 billion. Beyond the headline figure, what stands out is its investor roster, which includes Samsung, Cisco, and BlackRock. This funding round represents a pivotal moment in the broader semiconductor narrative -- one that could rewrite the dynamics between the newcomers and legacy giants.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool