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17.06.26 - 12:54
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Forget Betting Everything on NVIDIA. This Chip Fund Rode the Same AI Boom and Is Up 79% in 2026 (24/7 Wall St.)
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Holding only NVIDIA (NASDAQ:NVDA) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in ... Forget Betting Everything on NVIDIA. This Chip Fund Rode the Same AI Boom and Is Up 79% in 2026...
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17.06.26 - 08:36
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Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips (SCMP)
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Chinese artificial intelligence models have become increasingly competitive with their US peers, but the country's AI hardware still lags significantly behind. While domestic chips are now widely adopted for model inference, none of China's top models are known to have been pre-trained on homegrown silicon.
To understand this gap, it helps to look at the three stages of AI model development. First is pre-training, the most computationally demanding phase, where a model feeds on massive data sets......
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