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This Company Could Become the Nvidia of AI Inference
Key takeaways
- ON NVDA It s no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers spending plans, it s likely to do so for years to come.
- That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
ON NVDA It s no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers spending plans, it s likely to do so for years to come.
That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That s why a stock like power semiconductor company ON Semiconductor (NASDAQ: ON) is ideally placed to be a major beneficiary. Here s why.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
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