Did you miss out on Nvidia's stock rally? What are the next breakout stocks in the 4 major AI sectors?
Over the past year, popular AI models such as ChatGPT and video-generating AI 'Sora' have emerged, leading to explosive growth in the AI industry. These models have significantly enhanced multimodal capabilities, further expanding the applications of artificial intelligence (AI). Additionally, the continuous improvement and optimization of existing models and the rapid increase in training datasets have led to a sharp increase in demand for AI computing power. As a result, AI semiconductor companies have been the first to benefit from the wave of the AI boom.
$PHLX Semiconductor Index (.SOX.US)$From the low in October 2022,rose by over 130%last year,rose by over 239%last year. $NVIDIA (NVDA.US)$は、引き続きAIの波に乗り、2024年には87％の上昇を記録。先週金曜日、エヌビディアの時価総額は節目の2 trillionドルを突破し、マイクロソフト、アップルに次ぐ米国第3位の企業となり、また、サウジアラビアの国営石油会社サウジアラムコも抜き、世界で第3位に浮上Done.
このような背景の下、一部のアナリストや投資家は、次のAIの波の主な受益者を探し出すために、エヌビディアとAIチップ以外にも目を向けている。モルガン・スタンレーの今月のレポートによると、AI data center infrastructure is entering the next wave of growth..GPUs are included in the infrastructure for AI data centers, ranging from servers, networks, electrical utilities, cooling, and data storage.There is a possibility that the indicator may give false alarms.Significant investment opportunities are emerging in the data center infrastructure field.explained.
$Dell Technologies (DELL.US)$Dell, the world's largest server manufacturer, announced its fourth quarter earnings last week, and the stock pricesoared 31%.In the current yearIt has risen nearly 60%And the main driving force behind thatIs the sharp increase in demand for AI serversIn the company's fourth quarter, AI server revenue grew rapidly and net profit significantly exceeded market expectations. According to Dell's Vice Chairman and COO, Jeff Clarke, orders for AI-optimized servers increased by 40% compared to the previous quarter, and order backlog doubled to $2.9 billion.
$Super Micro Computer (SMCI.US)$: Another AI server maker, Supermicro, also continued its rapid rise with a 246% increase last year, and is expected to perform well this year as well.Continues to rise by 307%.On the other hand, some institutions are paying attention to the huge demand for AI-related cybersecurity. $S&P 500 Index (.SPX.US)$It is also adopted in.
Asset management company and ETF issuer Spear Invest holds positions in NVIDIA while also incorporating cybersecurity companies in its Spear Alpha ETF.On the other hand, some institutions are.Paying attention to the huge demand for AI-related cybersecurity, asset management company and ETF issuer Spear Invest holds positions in NVIDIA while also incorporating cybersecurity companies in its Spear Alpha ETF. $Zscaler (ZS.US)$Other cybersecurity companies that may be related to AI include $Palo Alto Networks (PANW.US)$、 $CrowdStrike (CRWD.US)$、 $MongoDB (MDB.US)$、 $SentinelOne (S.US)$、 $Cloudflare (NET.US)$There are various options.
Source: moomoo, Morgan Stanley
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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!