The AI Chip Industry: Winners, Dominance, and Reshaping Leadership.

The rise of AI has driven unprecedented growth in the tech industry, particularly for hardware manufacturers such as NVIDIA, which has experienced a significant surge in stock price. However, other companies such as Advanced Micro Devices Inc., Taiwan Semiconductor Manufacturing, and Micron Technology are also profiting from the AI surge. In the software realm, companies such as Meta, Microsoft, and Alphabet are experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.