What is driving Nvidia's success in the AI market?

Nvidia's graphics processing units (GPUs) and supporting products have given it the best ecosystem in the AI industry, allowing it to dramatically outperform competitors like AMD.

How is Taiwan Semiconductor (TSMC) crucial to the AI boom?

TSMC is the world's largest chip foundry and boasts nearly every major AI company as a client. Without TSMC's production capabilities, the incredible generative AI technology we experience today would not be possible.

What innovation is TSMC bringing to the AI market?

TSMC is launching a new chip generation that consumes 25% to 30% less power when configured to run at the same speed as prior generations, solving a major challenge of AI's high energy consumption.

Home / Business and Economy / Nvidia and TSMC Soar as AI Boom Continues Unabated

Nvidia and TSMC Soar as AI Boom Continues Unabated

17 Nov

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Summary

Nvidia and TSMC are integral to the AI arms race
TSMC launching new chips that consume 25-30% less power
AI growth expected to surge again in 2026

Nvidia and TSMC Soar as AI Boom Continues Unabated

As of November 17, 2025, the AI trend is still going strong on Wall Street, and growth stocks like Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) are leading the charge. These two companies are integral to the ongoing AI arms race, and their impressive performance shows no signs of slowing down.

Nvidia has been the go-to provider of computing units for the AI industry since the trend began. Its graphics processing units (GPUs) and supporting products have given it the best ecosystem in the industry, allowing it to outperform competitors like AMD. Meanwhile, Taiwan Semiconductor, the world's largest chip foundry, is a crucial partner for Nvidia and many other major AI companies. Without TSMC's production capabilities, the incredible generative AI technology we experience today would not be possible.

Looking ahead, TSMC is working to solve one of AI's biggest challenges: energy consumption. The company is launching a new chip generation that consumes 25% to 30% less power than previous versions, a significant development that will allow AI companies to continue expanding their high-powered computing capabilities. Experts predict the AI growth trend will surge again in 2026, making Nvidia and TSMC must-buy stocks for growth investors.

Disclaimer: This story has been auto-aggregated and auto-summarised by a computer program. This story has not been edited or created by the Feedzop team.