Close menu

November 10th, 2021 | 12:53 CET

AMD, BrainChip, Nvidia - Profiting from Artificial Intelligence

  • Technology
Photo credits:

The first research into artificial intelligence (AI) began in the 1950s, but it was quite a while before any real progress was seen. This was largely due to ever-faster processors that could process even the largest amounts of data much faster than the old mainframes. We can see what artificial intelligence is capable of in digital assistants like Siri, Alexa, or translation programs like Google. In the coming years, artificial intelligence will penetrate more and more areas and automate many processes that were unthinkable until recently. Today we analyze three companies that produce hardware for the AI sector.

time to read: 4 minutes | Author: Armin Schulz

Table of contents:

    AMD - Deal with Meta causes share price fireworks

    AMD supplies its customers with hardware for the data centers where artificial intelligence processes incoming information. There, high-performance computing solutions are needed to carry out the multitude of computing tasks in parallel. These data centers then often offer cloud services, which has the advantage for customers that they do not have to purchase and maintain their own infrastructure. With the AMD EPYC processor, the Company has probably the fastest processor in the world currently.

    That might also be one of the reasons why Meta, formerly Facebook, has chosen AMD as a supplier for its servers. An adapted third-generation EPYC processor will be used there. Last week's quarterly figures already showed how well the Company is currently doing. The analysts' expectations were exceeded, and the turnover increased by 54% to USD 4.31 billion, and the profit was USD 0.73 per share. Experts had expected 6 cents less.

    The deal with Meta will undoubtedly make it easier for the Company to win over major customers in the future. The newly fueled crypto hype will also keep GPU sales numbers high in the future. Since the beginning of October, the stock has been able to gain from around USD 100 to currently USD 150.16. As an interested investor, you should wait for a setback before getting in.

    BrainChip - Akida sale has started

    Australian Company BrainChip is taking a different approach to traditional AI. In so-called Edge-AI, i.e. Artificial Intelligence on Internet-of-Things or mobile devices, one supports the processing of data using AI on the device itself. The advantages are obvious. No Internet connection is required. The data does not have to be sent to the cloud for processing first. Thus, the technology can calculate faster. It also only reacts when an event occurs, which saves power. In addition, data security is significantly higher.

    For this purpose, the Company has developed the Akida chip, which masters neuromorphic computing and imitates the human brain, thus learning and processing information. The chip does not need a CPU but works autonomously, requires little power, generates hardly any heat and is secure from a data protection point of view because no data is passed on to the outside. On October 20, the Company was able to announce the start of sales for two development kits. There is both an x86 PC development kit and an ARM-based model on the Raspberry Pi.

    The application areas for Akida range from autonomous driving to security technology, medical devices, IoT devices, industrial robots and safety technology. On the one hand, BrainChip wants to sell the chips; on the other hand, it wants to put the intellectual property in the hands of manufacturers, who then have to pay royalties to the Company. The stock has also been traded on the OTCQX Best Market in the US since November 3. The security has already jumped with news of the sales start and is currently trading at 0.51 Australian dollars (AUD). If larger orders or licenses are announced, the high for the year at AUD 0.77 is likely to be tested.

    Nvidia - BEYOND event shows the vision of the future

    Nvidia has long been considered a graphics card maker, but even though that business is still humming, another area has increasingly worked its way to the forefront, artificial intelligence. The Company has created a Data Center division that will replace the graphics card division as the revenue driver. Whether it's Deep Learning or Artificial Intelligence, Nvidia's hardware handles the tasks. With the takeover of ARM, another step would be taken in the direction of leadership in AI. However, the deal has not yet received final approval from the authorities.

    At the virtual BEYOND event on November 9, Raymond Teh, Nvidia's vice president of sales and marketing, presented his visions for the Company's future. In AI, he sees the development of autonomous driving dominating every car in the future. The Company then announced that it is now possible to develop personal assistants and chatbots using AI with the help of the NeMo Megatron framework. These AI avatars get a face with Omniverse and can be available to customers virtually around the clock. It also unveiled a new Superswitch that has not only more power but also uses less power.

    In the future, the Company still wants to offer cloud gaming and thus further boost the growing data center business. Further growth is also possible in graphics cards with the new Bitcoin hype. Since the beginning of October, the stock has risen a good 50% and is currently trading at USD 308.04. As with AMD, it is important to wait for a setback here first.

    In the long term, artificial intelligence will influence our everyday lives more and more. Therefore, such promising shares belong in every portfolio. AMD is currently benefiting from its fast CPUs and was able to win a renowned partner in Meta. BrainChip is pursuing a different approach, which is very exciting. Even though the Company is still relatively small, it seems to have a head start on the big players that want to pull everything into the cloud. Nvidia is one of the most prominent AI players. If the takeover of ARM succeeds, the entire value chain will be covered.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author

    Related comments:

    Commented by Stefan Feulner on December 6th, 2023 | 07:20 CET

    Rock Tech Lithium, Altech Advanced Materials, Continental - There is a lot of movement here

    • Mining
    • Lithium
    • Technology
    • Batteries

    The final few weeks of the year are packed with activity. Before the Christmas tree is decorated and the goose is on the table, several companies are planning significant capital measures for the future. The general conditions appear favorable, as the German leading index, DAX, is on the verge of reaching a new all-time high. Technology stocks have also switched back into rally mode in recent days, boosted by the expected loose monetary policy.


    Commented by Armin Schulz on November 28th, 2023 | 06:45 CET

    ThyssenKrupp Nucera, Altech Advanced Materials, JinkoSolar - Green returns in focus

    • GreenTech
    • Batteries
    • Technology
    • renewableenergies

    GreenTech stocks have become an important topic in today's world. In the face of rising global environmental concerns and a growing awareness of sustainability, more and more investors are looking for investment opportunities that offer both financial returns and a positive impact on the environment. GreenTech stocks represent companies that are developing innovative technologies and solutions to address environmental issues and shape a sustainable future. Many countries have adopted policies to support the transition to a low-carbon economy. We have picked out three exciting companies.


    Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET

    100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?

    • Hydrogen
    • greenhydrogen
    • Technology

    Is there about to be a changing of the guard in the hydrogen sector? There are significant doubts that the previous investor favorites, Nel and Plug Power, will get their losses under control. Who could be the new favorites? Siemens Energy and BASF are working on a production plant for CO2-free hydrogen. The partners are now receiving funding from the federal government and the state of Rhineland-Palatinate. dynaCERT is having its technology tested under the toughest conditions. The hydrogen and emissions reduction specialist is equipping a team for the Dakar Classic Rally. Could 2024 bring revenue growth? thyssenkrupp nucera shows that you can also earn money with hydrogen. Analysts see almost 100% share price potential.