LEARN · AI SUPPLY CHAIN
In markets coverage, “GPU” usually means data-center accelerators used for AI training and inference, not only PC graphics cards. Revenue mixes still vary by company.
GPU vendors sit at the center of AI capex narratives. Peer comps often include networking, foundry, and memory names that complete the rack.
Equity overview peers and the AI Semiconductors theme keep GPU platforms next to ASICs, foundry, and memory for desk scanning — with delayed quotes only.