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There's one company making all of the chips AI is run on.
Artificial intelligence is growing at an astounding rate, but competition is fierce among all of the leading providers of models and cloud infrastructure. One area where there isn't as much competition is in chips, where Taiwan Semiconductor Manufacturing (TSM -0.70%) is the clear leader. In this video, Travis Hoium explains why this is the top way to play AI in 2025.
*Stock prices used were end-of-day prices of Dec. 13, 2024. The video was published on Dec. 16, 2024.
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Travis Hoium has positions in Alphabet and Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: short February 2025 $27 calls on Intel. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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