A new investing column from The Globe and Mail argues that surging demand for custom artificial intelligence chips is creating a buying opportunity for two AI-linked stocks.
According to The Globe and Mail, the piece — headlined "2 Artificial Intelligence (AI) Stocks to Buy as Demand for Custom Chips Soars" — frames the rise of custom chips as the central reason to consider the two recommended names.
Custom chips, sometimes called purpose-built or application-specific processors, are designed for particular AI workloads rather than sold as general-purpose hardware. The Globe and Mail's framing suggests that appetite for this kind of tailored silicon is climbing quickly enough to reshape where investors look for growth.
The available source material is a headline-level summary and does not disclose which two companies are named, the specific figures behind the "soaring" demand, or the reasoning the author uses to back the recommendation. Those details sit inside the full Globe and Mail article.
A word of caution: this is an opinion-style stock recommendation, not financial advice, and individual picks carry risk regardless of how strong the underlying trend looks.
Why it matters: custom chips are becoming a key battleground in the AI hardware race, and where that demand flows could steer billions in investment and shape which companies lead the next phase of the AI build-out.