Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage Lasting Through 2030 CLSA's Bhavtosh Vajpayee told CNBC on Wednesday that the industry remains in the early stages of its AI buildout, making it difficult to identify which downstream companies will ultimately dominate. CLSA estimates demand for GPUs and custom AI chips currently exceeds supply by about 73% and expects the shortage to persist until roughly 2030.
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