As companies rush to create the best AI models, training has dominated the early stages of building artificial intelligence (AI) infrastructure. However, the AI inference market could grow from about $106 billion to nearly $255 billion by 2030, according to the report.
Let’s take a look at three stocks that could benefit from this uptrend.
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meanwhile Nvidia(NASDAQ:NVDA) Known for its superiority in large-scale language model (LLM) training, the company is also a leader in AI inference. The company offers pre-built and optimized inference microservices through Nvidia NIM (Nvidia Inference Microservices). Meanwhile, the company’s Blackwell GB300 Ultra graphics processing unit (GPU) is optimized for inference and agent AI, and future Vera Rubin platforms are expected to continue to improve inference performance.
But what could really make the company a winner in AI inference is its acquisition of Groq’s employees and licensing of its technology. Groq (owned by X) has developed a new type of chip called a language processing unit (LPU) designed specifically for AI inference. Nvidia plans to integrate these chips into its CUDA software platform and networking infrastructure to improve inference services. So I’m not going to pass up Nvidia in the inference market. Nvidia should continue to be a winner.
Nvidia’s CUDA moat is not as wide in inference as it is in training, so this advanced micro device(NASDAQ:AMD) In order to take some share. The company has already done a great job of carving out a niche in the inference market, and overall market growth should benefit it, especially considering its revenue base is much smaller than Nvidia’s.
Meanwhile, AMD is set to benefit from an investment by OpenAI and a commitment from the startup to use 6 gigawatts worth of GPUs. It has 1 gigawatt of chips worth about $35 billion based on Nvidia GPU prices, which will be a big growth driver for the company going forward. Since OpenAI uses them specifically for inference, this could also open the door to inference deals with other companies.
Also, what cannot be overlooked in AMD’s story is the importance of the central processing unit (CPU) when it comes to agent AI. The CPU serves as the brain of the computer, and with the use of AI agents, it is becoming a more important part of the AI infrastructure story. Between AI inference and increasing CPU demands in data centers, AMD looks well-positioned for the future.
AI ASICs (Application-Specific Integrated Circuits) are gaining increasing attention as companies seek to reduce the computing costs of their AI infrastructure. Because ASICs are custom chips wired for specific tasks, they tend to be energy efficient and perform these tasks very well. This becomes increasingly important in inference, as it is an ongoing cost of consuming power each time you respond to a query or complete a task.
As a leader in ASIC technology, broadcom(NASDAQ:AVGO) This is one of the best ways to take advantage of this trend. The company provides building blocks that help customers take their chip designs and convert them into physical chips. However, we also have important relationships with memory manufacturers and foundries to secure critical components and manufacturing capabilities so that we can manufacture these chips at scale.
Broadcom was helpful alphabet The company designs highly acclaimed tensor processing units (TPUs), and this alone represents a huge opportunity, especially since Alphabet can now deploy TPUs to its customers via Google Cloud. Anthropic has already ordered $21 billion in TPUs from Broadcom this year, and a significant portion of Alphabet’s roughly $180 billion in capital spending this year could also go toward TPUs. Meanwhile, the company is bringing in new ASIC customers, including OpenAI, which has developed 10 gigawatts worth of chips.
As the inference market booms, Broadcom looks poised to be one of the biggest winners in the chip space.
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Geoffrey Seiler has held positions at Alphabet and Broadcom. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The artificial intelligence (AI) inference market could reach $255 billion by 2030. These stocks are in a great position to win. Originally published by The Motley Fool
