The first phase of the current artificial intelligence (AI) boom was all about training the foundational large language models (LLMs) needed to help answer queries and perform tasks. Training these AI models required a ton of processing power, which is where Nvidia (NVDA) and its graphics processing units (GPUs) shone.
While AI model training remains important, this AI-focused market is starting to shift toward inference and agentic AI. New winners will emerge as factors such as memory, central processing units (CPUs), and cost per inference become more important. Let’s look at three AI stocks that could become the next big AI winners.
This post originally appeared at The Motley Fool.