Did they miss NVIDIA's stock appreciation or what is the next explosion in the four major AI-related sectors?
Since last year, popular AI models such as ChatGPT and the video generation AI “Sora” have appeared, and the AI industry has experienced explosive growth. These models greatly enhanced multimodal functions, making it possible to further expand the application of artificial intelligence (AI). Furthermore, demand for AI computing power is rapidly increasing due to the continuous improvement and optimization of existing models and the rapid increase in learning data sets. As a result, AI semiconductor companies were the first to benefit from the AI boom.
$PHLX Semiconductor Index(.SOX.US$From the low in 22/10130% or morerise. Last year239% or morerisen $NVIDIA(NVDA.US$will continue to ride the AI wave, and in 202487%Record an increase in Last Friday, NVIDIA's total market capitalization broke through a milestone of 2 trillion dollars, second only to Microsoft and AppleAmerica's 3rd largest companyThen, it also surpassed Saudi Arabia's national oil company Saudi Aramco,Emerged to 3rd place in the worldI did it.
Against this backdrop, some analysts and investors are looking beyond NVIDIA and AI chips in order to find the main beneficiaries of the next AI wave. According to Morgan Stanley's report this month,AI data center infrastructure will enter the next wave of riseIt's called.GPUs are included in infrastructure for AI data centers, from real estate to servers, networks, power, cooling, and data storageBecause,Major investment opportunities arise in the data center and infrastructure sectorI explained that.
$Dell Technologies(DELL.US$: After Dell, which is one of the world's largest server manufacturers, announced financial results for the fourth quarter last week, the stock priceSurge 31%I did it. Since the beginning of this yearUp close to 60%It does, and what is the main driving force behind itRapid increase in demand for AI serversthat's it. The company's AI server sales grew rapidly in the fourth quarter, and net profit greatly exceeded market expectations. According to Dell Vice Chairman and Chief Operating Officer (COO) Jeff Clarke, orders for servers optimized for AI increased 40% compared to the previous quarter, and the remaining orders doubled to 2.9 billion dollars.
$Super Micro Computer(SMCI.US$: Another AI server manufacturer, Super Micro, was last year'sA sharp rise of 246%Continuing from, this year307%It continues to rise remarkably, $S&P 500 Index(.SPX.US$It has also been adopted.
Meanwhile, some institutional investorsAI-related cybersecurityWe are also paying attention to the huge demand. Spear Invest, an asset management company and ETF issuer, is a cybersecurity company with the company's Spear Alpha ETF while holding a position in NVIDIA $Zscaler(ZS.US$Shares of have also been incorporated. Other cybersecurity companies that may be associated with AI include $Palo Alto Networks(PANW.US$、 $CrowdStrike(CRWD.US$、 $MongoDB(MDB.US$、 $SentinelOne(S.US$、 $Cloudflare(NET.US$There are things like that.
Source: Moomoo, Morgan Stanley
—Moomoo News Sherry
—Moomoo News Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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株の慶次 : I thought cooling was attractive, but since they said that there are options other than liquid cooling from the B100, I just stopped it.
徒然草子 : There may be temporary adjustments to NVDA, but I feel that it will still improve in the long run.
Will it be linked to NVDA → semiconductor-related → GPU-equipped servers → data centers → AI software.
However, since there are no companies that have yet been able to monetize with AI, there is a possibility that it will bubble with only expected values.
I wonder if AI will be monetized and software will blossom in 10 years.
wwolfvct : Dog-chan adjustment
▲Due to the Great Crash!