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Intel vs. Nvidia: Future of AI Chips Still Evolving

This morning I attended a most interesting conference on artificial intelligence at the Penn Club in midtown Manhattan. The meeting featured startups, as well as chip-equipment giant Applied Materials (AMAT), and it was hosted by Pierre Ferragu, who recently left his post as tech analyst at Bernstein, to take up a new role covering many areas of tech at New Street Research, a research-only firm with no brokerage business. The question is what kinds of chips will those be?