These AI shares can be the best investment of the decade

These AI shares can be the best investment of the decade

Technology companies in all shapes and sizes have characterized their future about artificial intelligence. The shock golf felt by almost everyone after the release of OpenAi’s chatgpt was the catalyst for the current AI Land Grab, and the subsequent releases of his model, as well as other advanced models released by competitors, feed a total King-of-the -hill Battle between technical giants.

One of the best contenders is semiconductor company Nvidia (Nasdaq: NVDA). Once an obscure name, among other things, well -known technology companies, Nvidia is to the top of the Buylamsten of many investors and jockeys for the most valuable business title with Apple.

There is a risk to choose Nvidia as a top AI shares for the following decade, simply because it has been a big winner in recent years. But there is Also A risk to ignore the clear benefits of the company on the AI ​​market and to settle in lesser AI shares.

This is why I think Nvidia can take the distance in the next 10 years.

Image source: Getty images.

Nvidia designs some of the world’s most advanced processors. It doesn’t produce them (check out Taiwan semiconductor If AI chip is making your thing) but instead uses a fabless semiconductor model, designing chips that have become an integral part for the technical industry.

NVIDIA’s processors are good for estimate 70% to 95% of the AI ​​chips, giving the company a huge lead in competitors such as Advanced micro devices. To stay ahead of a few steps on his rivals, Nvidia continues to release new AI chips that technology companies are settling its doors to get their hands.

The Blackwell -Processor is, for example, the following iteration of his AI processor, and Nvidia’s CFO, Colette Kress, said in a recent win call that the company is increasing production to keep track of.

“Blackwell -question is amazing, and we race to scale up the offer to meet the incredible demand that customers place us,” said Kress. With the management already well established and the company continues its history of releasing advanced AI processors that surpass rivals and satisfy customers, it is likely that there are many more years for the growth of Nvidia.

Having common chips at the moment is one thing, but that chance in a years of parliament is something completely different. That is why the massive market for data centers is such an important factor for Nvidia.

Nvidia CEO Jensen Huang estimates that the spending for data centers will accelerate in the coming years, because companies want to dominate AI in cloud computing and develop AI models. Huang said a few months ago that technology companies could spend up to $ 2 trillion They try to race for each other in the next five years.

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