Nvidia is not the only firm cashing in on the AI gold rush

Selling specialist chips and infrastructure is becoming a trillion-dollar industry


A GREY RECTANGULARAIAIGPT building on the outskirts of San Jose houses row upon row of blinking machines. Tangles of colourful wires connect high-end servers, networking gear and data-storage systems. Bulky air-conditioning units whirr overhead. The noise forces visitors to shout.The building belongs to Equinix, a firm which leases . The equipment inside belongs to corporate customers that are increasingly using it to run their () systems. The gold rush, spurred by the astounding sophistication of “generative” models such as , a hit virtual conversationalist, promises rich profits for those who harness the technology’s potential. As in the early days of any gold rush, though, it is already minting fortunes for the sellers of the requisite picks and shovels.

  • Source Nvidia is not the only firm cashing in on the AI gold rush
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