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Fundamental, Research

Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Angelo Zino, CFA, VP of Equity Research and Tech Sector Head

28 March 2023

Summary

As CPUs have undershot the pace of Moore’s Law over the last decade, the greater computational capabilities of accelerators (GPUs/FPGAs/ASICs) will be needed to propel us to a more AI-driven world. The emergence of ChatGPT has many believing, including CFRA, that this is an “iPhone moment” for the AI space (now in the hands of the consumer).

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