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Meta and OpenAI AI Tools Drive Chip Demand

Original: Meta’s Muse and OpenAI’s Dots Increase Demand for Chips and Software

New AI projects from Meta, known as Muse, and OpenAI, known as Dots, are increasing demand for semiconductors and supporting software, according to Barron's. The developments add to the pressure on chipmakers and software providers already racing to supply the computing power needed for large-scale AI systems, with investors watching how suppliers benefit from the build-out.

Why now: New AI releases from two major labs are seen as boosting demand for chips and software, a key theme for tech investors.

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