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GPUs & Accelerators

The beating heart of AI. Every model, every inference, every breakthrough starts here.

$180B
Market Size
28% CAGR
Growth Rate
2
Companies

Why Money Flows Here

AI training requires massive parallel compute. GPUs are the picks and shovels of the AI gold rush.

Investor Angle

GPU makers enjoy the highest margins in the semiconductor industry. NVIDIA's data center revenue grew 400% YoY.

Companies in This Layer

NVDAAMD
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