Recent developments in AI chips are being highlighted at the Mobile World Congress 2025, with MEF, Infosys, and IronYun showcasing a groundbreaking demonstration of GPU-as-a-Service (GPUaaS) for AI at the Edge, powered by NVIDIA technologies. This initiative outlines how service providers can monetize their network infrastructure by offering scalable, real-time AI inferencing capabilities. The demonstration utilizes MEF's standardized Lifecycle Service Orchestration (LSO) APIs to automate the process, allowing enterprises to efficiently access high-performance GPU resources at the Edge. This marks a significant step in advancing AI network opportunities, enabling reduced latency and creating new revenue channels for service providers.

• NVIDIA last closed at $115.99 up 1.7%.

In other trading, Semiconductor Manufacturing International was trading firmly up 6.6% and ending the day at HK$54.95. Meanwhile, STMicroelectronics trailed, down 8.3% to close at €21.80. This week, the company announced a range of advanced microcontrollers and positioning solutions for IoT and automotive applications.

NVIDIA's strategic moves in Data Center and AI sectors could notably boost growth and margins. Click to explore NVIDIA's potential impact on these expanding markets.

Additionally, you might find our 'Market Insights' article, "DeepSeek and Trump’s EOs: The Winners And Losers," to be of interest, as we explored the ripple effects of DeepSeek's cost-efficient AI model on the AI chip investment landscape, highlighting potential shifts in demand for existing tech infrastructure and its implications for investors.

Best AI Chip Stocks

• Advanced Micro Devices settled at $100.75 up 2.6%.
• Micron Technology closed at $91.20 up 0.7%.
• Intel ended the day at $21.33 down 6.2%.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "MEF, Infosys, and IronYun Showcase NaaS GPU-as-a-Service for AI at the Edge Powered by NVIDIA" from MEF on GlobeNewswire (published 05 March 2025)

Companies discussed in this article include SEHK:981 NasdaqGS:AMD NasdaqGS:NVDA NasdaqGS:MU NasdaqGS:INTC and ENXTPA:STMPA.

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