When investors think about artificial intelligence (AI) and the chips powering this technology, one company tends to dominate the conversation: Nvidia (NASDAQ: NVDA). It has become an undisputed barometer for AI adoption, riding the wave with its industry-leading GPUs and the sticky ecosystem of its CUDA software that keep developers in its orbit. Since the launch of ChatGPT about three years ago, Nvidia stock has surged nearly tenfold.

Here’s the twist: While Nvidia commands the spotlight today, it may be Taiwan Semiconductor Manufacturing (NYSE: TSM) that holds the real keys to growth as we look toward the next decade. Below, I’ll unpack why Taiwan Semi — or TSMC, as it’s often called — isn’t just riding the AI wave, but rather is building the foundation that brings the industry to life.

What makes Taiwan Semi so critical is its role as the backbone of the semiconductor ecosystem. Its foundry operations serve as the lifeblood of the industry, transforming complex chip designs into the physical processors that power myriad generative AI applications.

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The push for artificial intelligence-related investments in Western Pennsylvania continued Thursday with a second conference that brought together business leaders and elected officials. 

Not in attendance this time was President Donald Trump, who headlined a July 15 celebration of AI opportunity at Carnegie Mellon University.

This time Gov. Josh Shapiro, U.S. Sen. David McCormick and others converged in Bakery Square in Larimer to emphasize emerging public-private initiatives in anticipation of growing data center development and other artificial intelligence-related infrastructure including power plants. 

Here’s what speakers and attendees at the summit were saying.

AI is not a fad

As regional leaders and business investors consider their options, BNY Mellon’s CEO Robin Vince cautioned against not taking AI seriously.

“The way to get left behind in the next 10 years is to not care about AI,” Vince said

“AI is transforming everything,” said Selin Song during Thursday’s event. As president of Google Customer Solutions, Song said that the company’s recent investment of $25 million across the Pennsylvania-Jersey-Maryland grid will help give AI training access to the more than 1 million small businesses in the state.

Google isn’t the only game in town 

Shapiro noted that Amazon recently announced plans to spend at least $20 billion to establish multiple high-tech cloud computing and AI innovation campuses across the state.

“This is a generational change,” Shapiro said, calling it the largest private sector investment in Pennsylvania’s history. “This is our next chapter in innovative growth. It all fits together. This new investment is beyond data center 1.0 that we saw in Virginia.”   

Fracking concerns elevated

With all of the plans for new power-hungry data centers, some are concerned that the AI push will create more environmental destruction. Outside the summit, Food & Water Watch Pennsylvania cautioned that the interest in AI development is a “Trojan horse” for more natural gas fracking. Amid President Donald Trump’s attempts to dismantle wind and solar power, alternatives to natural gas appear limited. 

Nuclear ready for its moment

But one possible alternative was raised at the AI conference by Westinghouse Electric Company’s interim CEO Dan Summer.

The Pittsburgh-headquartered organization is leading a renewed interest in nuclear energy with plans to build a number of its AP 1000 reactors to help match energy needs and capabilities. 

Summer said that the company is partnering with Google, allowing them to leverage Google’s AI capabilities “with our nuclear operations to construct new nuclear here.” 

China vs. ‘heroes’

Underlying much of the AI activity: concerns with China’s work in this field

“With its vast resources, enormous capital, energy, workforce, the Chinese government is leveraging its resources to beat the United States in AI development,” said Nazak Nikakhtar, a national security and international trade attorney who chaired one of the panels Thursday. 

Speaking to EQT’s CEO Toby Rice and Groq executive Ian Andrews, Nikakhtar outlined some of the challenges she saw in U.S. development of AI technology compared to China. 

“We are attempting to leverage, now, our own resources, albeit in some respects much more limited vis-a-vis what China has, to accelerate AI leadership here in the United States and beat China,” she said. “But we’re somewhat constrained by the resources we have, by our population, by workforce, capital.”

Rice said in response that the natural resources his company is extracting will help power the country’s ability to compete with China. 

Rice drew a link between the 9/11 terror attacks 24 years earlier and the “urgency” of competing with China in AI.

“People are looking to take down American economies,” Rice said. “And we have heroes. Never forget. And I do believe that us winning this race against China in AI is going to be one of the most heroic things we’re going to do.”

Eric Jankiewicz is PublicSource’s economic development reporter and can be reached at ericj@publicsource.org or on Twitter @ericjankiewicz.

The NFL Week 2 schedule gets underway with a Thursday Night Football matchup between NFC playoff teams from a year ago. The Washington Commanders battle the Green Bay Packers beginning at 8:15 p.m. ET from Lambeau Field. Second-year quarterback Jayden Daniels led the Commanders to a 21-6 opening-day win over the New York Giants, completing 19 of 30 passes for 233 yards and one touchdown. Jordan Love, meanwhile, helped propel the Packers to a dominating 27-13 win over the Detroit Lions in Week 1. He completed 16 of 22 passes for 188 yards and two touchdowns. 

NFL prop bettors will likely target the two young quarterbacks with NFL prop picks, in addition to proven playmakers like Deebo Samuel, Romeo Doubs and Zach Ertz. Green Bay’s Jayden Reed has been dealing with a foot injury, but still managed to haul in a touchdown pass in the opener, while Austin Ekeler (shoulder) does not carry an injury designation for TNF. The Packers enter as a 3-point favorite with Green Bay at -172 on the money line, while the over/under is 49 points. Before betting any Commanders vs. Packers props for Thursday Night Football, you need to see the Commanders vs. Packers prop predictions powered by SportsLine’s Machine Learning Model AI.

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After analyzing the Commanders vs. Packers props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model says Packers quarterback Love goes Over 223.5 passing yards (-112 at FanDuel). Love passed for 224 or more yards in eight games a year ago, despite an injury-filled season. In 15 regular-season games in 2024, he completed 63.1% of his passes for 3,389 yards and 25 touchdowns with 11 interceptions. Additionally, Washington allowed an average of 240.3 passing yards per game on the road last season.

In a 30-13 win over the Seattle Seahawks on Dec. 15, he completed 20 of 27 passes for 229 yards and two touchdowns. Love completed 21 of 28 passes for 274 yards and two scores in a 30-17 victory over the Miami Dolphins on Nov. 28. The model projects Love to pass for 259.5 yards, giving this prop bet a 4.5 rating out of 5. See more NFL props here, and new users can also target the FanDuel promo code, which offers new users $300 in bonus bets if their first $5 bet wins:

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In addition, the SportsLine Machine Learning Model says another star sails past his total and has nine additional NFL props that are rated four stars or better. You need to see the Machine Learning Model analysis before making any Commanders vs. Packers prop bets for Thursday Night Football.

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