Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead?

When it comes to artificial intelligence (AI) infrastructure, there has been no company as dominant as Nvidia (NASDAQ: NVDA). Its graphics processing units (GPUs) have become the primary chips used to power AI workloads, and the ecosystem the company has built around its chips has created a nice moat.This starts with its CUDA software platform, which is where most foundational AI code has been written, and then extends to its networking portfolio, where its proprietary NVLink interconnect system essentially helps its chips act as one powerful unit.Nvidia remains in a strong position, as the company has grown to be the largest in the world, and its revenue ballooned to $57 billion last quarter. At the same time, it is now beginning to see more competition in the space as customers clamor for cheaper alternatives, especially for inference, where Nvidia's moat isn't quite as wide, and cost-per-inference is a more important factor since it is an ongoing expense. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool