Piper Sandler analysts have identified Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing Company (TSMC) as the biggest beneficiaries of the growing demand for inference compute power—a key driver in AI infrastructure spending.
\ud83d\udd39 Inference computing is now the dominant cost driver for AI labs, surpassing training expenses.
\ud83d\udd39 OpenAI and Anthropic currently allocate 75% of compute resources to inference, expected to rise to 90% as training stabilizes.
\ud83d\udd39 No shortcuts exist in inference compute deployments, requiring massive capex investments.
\u2705 Nvidia is the top beneficiary, with its GPUs playing a crucial role in AI inference.
\u2705 TSMC follows closely, benefiting from the semiconductor demand boom.
\u2705 Networking and optical solutions will be essential in scaling AI infrastructure.
\ud83d\udccc DeepSeek’s AI advancements made headlines, but its cost efficiencies fall short when compared to OpenAI.
\ud83d\udccc A similar OpenAI run would have cost $10M, making DeepSeek’s claims less impressive relative to U.S. benchmarks.
\ud83d\udcca Technical Intraday API – Track NVDA and TSMC's stock performance amid AI-driven demand.
\ud83d\udcca Company Rating API – Analyze Nvidia & TSMC’s fundamental ratings as AI spending surges.
With AI inference becoming the primary cost driver, Nvidia and TSMC are well-positioned for long-term growth.
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