GPU / Accelerators: AI Supply Chain Stocks & Analysis

GPU and AI accelerator chips are the compute layer of the AI buildout, the silicon that actually runs model training and inference at scale. Demand here sits furthest upstream of any AI application, making this segment one of the clearest early read-throughs on how much hyperscalers and neoclouds are actually spending, versus just announcing. Public exposure spans merchant GPU vendors and the CPU makers competing for the same rack-level compute budget.