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AI Chip Rally Broadens: AMD, AVGO Gain as NVDA Dominance Fades

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The Story

News Summary

  • Sands Capital's tech fund gained 26.9% in Q2 2026 on AI infrastructure strength, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory.
  • New holding Cerebras targets low-latency AI inference.
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NVDA price history

210.96 +18.92% over the displayed period

Advisor Snapshot

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