AMD's multi-billion dollar deal to supply OpenAI with next-generation GPUs marks a major shift in the AI hardware landscape. This theme focuses on AMD and the ecosystem of companies poised to benefit as it challenges Nvidia's dominance and fuels the expansion of AI infrastructure.
Published on October 7
AMD's multi-billion dollar OpenAI deal could reshape the entire AI chip landscape. This landmark agreement represents the first major challenge to established market dominance and signals massive demand for AI computing power.
Intensifying competition between major players is likely to drive rapid innovation across the semiconductor ecosystem. Companies throughout the supply chain could benefit as the race for AI supremacy heats up.
From chip manufacturers to data centre infrastructure providers, this collection captures companies positioned to benefit from the expanding AI hardware market. Professional analysts selected these stocks for their strategic roles in this growth story.
AMD's landmark multi-billion dollar agreement with OpenAI represents a potential inflection point in the AI chip market. This partnership could mark the first significant challenge to established market leadership, driven by accelerating demand for specialised AI computing power and the potential for intensifying competition to spur innovation across the entire ecosystem.
This collection focuses on the high-performance computing value chain, spanning chip designers, manufacturers, equipment providers, and data centre infrastructure companies. The investment is tied to the long-term, cyclical growth of artificial intelligence and its underlying hardware requirements, with exposure to an evolving competitive landscape that could expand the total addressable market.
These companies were carefully selected by professional analysts for their central roles in the AI hardware ecosystem. From foundries that manufacture cutting-edge chips to providers of essential server components and data centre infrastructure, each stock represents a key player positioned to benefit as competition intensifies and innovation accelerates across the sector.
Summary and investor takeaways for the provided basket market capitalization data.
NVDA: $4.51T
AMD: $330.59B
TSM: $1.19T
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+5.72%
On average, analysts expect assets in this group to grow 5.72% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
