Chip shortages are producing winners and losers in the AI gold rush Wafact

In the AI gold rush, chip-makers are selling shovels – and they are in short supply. As the latest generation of artificial intelligence models like ChatGPT look set to transform our lives, the hardware that makes it all possible is becoming a strategic asset, with countries, companies and researchers all scrabbling to get hold of supplies. With talk of shortages lasting until at least next year, some would-be AI developers face being left behind.

At the centre of this is Nvidia, …