TSLA
Tesla
-- 431.660 RGTI
Rigetti Computing
-- 17.0800 NVDA
NVIDIA
-- 137.010 PLTR
Palantir
-- 79.080 LAES
SEALSQ Corp
-- 9.080 Not Just Nvidia: Who Will Be the Key Beneficiaries of the Next AI Wave?
Since ChatGPT's debut at the end of 2022, semiconductor companies have been among the early beneficiaries of the current AI wave, with their stock prices soaring for 17 months. As of the latest update, the $PHLX Semiconductor Index (.SOX.US)$ has risen by over 130% from its low point in October 2022, while $NVIDIA (NVDA.US)$, known as the face of AI, has seen its stock price increase by thirteenfold. Against this backdrop, some analysts and investors are looking beyond Nvidia and AI chips to find the key beneficiaries of the next AI wave.
Based on Morgan Stanley's research this month, "infrastructure poised for next wave of valuation appreciation". The Wall Street brokerage further explains that significant investment opportunities will emerge in the data center infrastructure sector for the foreseeable future, as GPUs are encompassed by a vast array of data center infrastructure ranging from real estate to servers, networking, power, cooling, and data storage.
Source: moomoo, Morgan Stanley
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
Moomoo News Global
Moomoo News Official Account
Follow the top news of US market!
54KFollowers
7Following
29KVisitors
Follow
FIRE Keith : One of those might be the next stars
FrederickHqz : Intel is the next one riding the wave
Bill Phillips : So they defined the broad spectrum of where they might think the next big move will be. But what companies seem to be poised to take advantage of the market share and make a profit. Does anybody know Or have suggestions?
Nickhill : A good article
103669397 : ok
Tan Chin Seng klang 103669397 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
独股求败 : good
73828760 FrederickHqz : Patience
Malik ritduan : ok
102209803 : The hidden, unknown & black horse NEXTECH3d.ai, (nexcf). Imo could be the next riding the wave of ai. Invest with DD![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
View more comments...