Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now.
2026-05-25 07:43:00 ET
Like most other technological revolutions, the bullishness resulting from the advent of artificial intelligence (AI) was rather indiscriminate. Stocks of most companies in the business performed pretty well during its infancy.
As is also the case with most new technologies, however, as AI matures, the market is separating its leaders from the laggards. Every investor needs to become better-versed in what makes this industry tick, and what will define its next big evolution.
The research arm of investment bank Goldman Sachs appears to have figured this out last year, suggesting ASICs would soon surpass GPUs as the preferred computing platform deployed in artificial intelligence data centers. This is exactly what has materialized in the meantime.
NASDAQ: MRVL
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