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-- 5.460 NVIDIA hits record high! Is 25 years also the 'year of AI semiconductors'? Fuel refueling with CES2025 and Microsoft's massive investment.
Entering the third year of the AI market boom.While there are voices expressing concerns about its sustainability, $NVIDIA (NVDA.US)$ on January 6th,closing at a record high since its listing.Reached an all-time high last week.Positive materials from leading customers and suppliers.In addition, expectations for Jensen Huang's CEO keynote address at the world's largest tech event, CES2025, also contributed to the rise in stock prices.At CES2025, expectations for CEO Jensen Huang's keynote address also contributed to the rise in stock prices.Jensen Huang's keynote address at CES2025 has led to expectations that have boosted stock prices.
From CEO Huang's keynote address at CES2025, we enter the era of transitioning from generated AI to AI agents.Entering the era of AI agents from generated AI is highlighted in CEO Huang's keynote address at CES2025.AI is steadily expanding its applications.AI is steadily expanding its applications.Indicates that progress is being made.2025 may also be the 'Year of AI Semiconductors'.After confirming the latest trends in the AI semiconductor stock industry and Mr. Fan's keynote speech, I listed related stocks.
～Plenty of good news from the beginning of the year~
NVIDIA stock hit a new all-time high on a closing price basis on January 6, and other AI semiconductor stocks have generally seen strong stock prices since the beginning of the year. The main reasons are believed to be the following 3:
1) Microsoft's massive investment plan
2) Hon Hai Precision Industry's positive AI server outlook
3) Expectations for Jensen Huang's keynote speech at CES 2025
1) Microsoft's massive investment plan
$Microsoft (MSFT.US)$は1月4日に、AIデータセンター構築に向けて、2025年度（6月期）に80 billionドルを投資Announced plans to do, with more than half of it planned for the United States.
$Microsoft (MSFT.US)$は1月4日に、AIデータセンター構築に向けて、2025年度（6月期）に80 billionドルを投資Announced plans to do, with more than half of it planned for the United States.
NVIDIA accounts for about 40% of Microsoft's total costs as Microsoft's leading supplier, and Microsoft represents about 20% of NVIDIA's revenue as its top customer. In Microsoft's large-scale investment in AI data centers, NVIDIA is expected to be the company that benefits the most. It is also expected to benefit other AI semiconductor stocks.
2) Hon Hai Precision Industry's positive AI server outlook
エヌビディア製AI半導体搭載のサーバーを組み立てるHon Hai Precision IndustryOn January 5th, the company announced a strong financial outlook. For the October-December 2024 period, revenue increased by 15% year-on-year to 2.1 trillion Taiwan dollars (about 10.2 trillion yen), exceeding the market's expected 13% increase, and the company expects significant revenue growth for the first quarter of 2025.The company also expects a substantial increase in revenue in the January-March 2025 period.At the same time, the company expects that the revenue from its cloud business, including AI servers, will reach a scale comparable to that of the iPhone manufacturing department by 2025.The company indicated that the strong demand for AI servers is expected to continue.It was suggested.
エヌビディア製AI半導体搭載のサーバーを組み立てるHon Hai Precision IndustryOn January 5th, the company announced a strong financial outlook. For the October-December 2024 period, revenue increased by 15% year-on-year to 2.1 trillion Taiwan dollars (about 10.2 trillion yen), exceeding the market's expected 13% increase, and the company expects significant revenue growth for the first quarter of 2025.The company also expects a substantial increase in revenue in the January-March 2025 period.At the same time, the company expects that the revenue from its cloud business, including AI servers, will reach a scale comparable to that of the iPhone manufacturing department by 2025.The company indicated that the strong demand for AI servers is expected to continue.It was suggested.
1) and 2) are the main AI semiconductor-related companies.
◇Ulta Beauty Inc. Semiconductors leads the world in market share: $NVIDIA (NVDA.US)$
◇Ulta Beauty Inc. Semiconductors Foundry ranks first in the world: $Taiwan Semiconductor (TSM.US)$
◇Semiconductor Memory, Global Share 3rd, USA Share 1st: $Micron Technology (MU.US)$
◇Major Custom AI Semiconductor Manufacturers: $Broadcom (AVGO.US)$ 、 $Marvell Technology (MRVL.US)$
◇Semiconductor manufacturing equipment related stocks: $ASML Holding (ASML.US)$ 、 $Teradyne (TER.US)$ 、 $KLA Corp (KLAC.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Lam Research (LRCX.US)$
◇Ulta Beauty Inc. Semiconductors leads the world in market share: $NVIDIA (NVDA.US)$
◇Ulta Beauty Inc. Semiconductors Foundry ranks first in the world: $Taiwan Semiconductor (TSM.US)$
◇Semiconductor Memory, Global Share 3rd, USA Share 1st: $Micron Technology (MU.US)$
◇Major Custom AI Semiconductor Manufacturers: $Broadcom (AVGO.US)$ 、 $Marvell Technology (MRVL.US)$
◇Semiconductor manufacturing equipment related stocks: $ASML Holding (ASML.US)$ 、 $Teradyne (TER.US)$ 、 $KLA Corp (KLAC.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Lam Research (LRCX.US)$
3) Expectations for Jensen Huang's keynote speech at CES 2025
At the world's largest tech event, CES 2025, scheduled to start from January 7th, NVIDIA's CEO Jensen Huang was expected to deliver a keynote speech. Due to anticipation for new product announcements, both NVIDIA and AI semiconductor stocks were bought on January 6th.
At the world's largest tech event, CES 2025, scheduled to start from January 7th, NVIDIA's CEO Jensen Huang was expected to deliver a keynote speech. Due to anticipation for new product announcements, both NVIDIA and AI semiconductor stocks were bought on January 6th.
Furthermore, looking at the trends of the past 2 years, NVIDIA's stock continued to rise after CES, along with an increase in valuation.
The main contents of Mr. Huang's speech and related companies mentioned (including NVIDIA's presentation materials) are as follows.
●From Generation AI to the era of AI agents
◇CEO Huang stated, "The era of AI agents has arrived" he said. He explained that the industry will now be driven by AI agents that can support tasks across the entire sector. He has expertise in this field,There are business opportunities on a scale of trillions of dollars.Indicated that there is.
Generative AI excels in creativity and automation, while AI agents function like digital assistants, capable of providing real-time support across entire industries such as workflow processing, problem-solving, software engineering, and healthcare.
◇Announced the blueprint for AI agents that can analyze videos.It includes several agent-type AI features such as chain of thought inference, task planning, tool invocation, enabling developers to efficiently create powerful and diverse visual agents to solve various problems.
$Accenture (ACN.US)$ Deloitte, EY, and partners worldwide, including Linker Vision, are integrating blueprints for AI agents for video analysis into their own developer workflows. $Infosys (INFY.US)$ Nationwide partners including Deloitte, EY, and Linker Vision are incorporating blueprints for video analysis AI agents into their developer workflows.
$Accenture (ACN.US)$ Deloitte, EY, and partners worldwide, including Linker Vision, are integrating blueprints for AI agents for video analysis into their own developer workflows. $Infosys (INFY.US)$ Nationwide partners including Deloitte, EY, and Linker Vision are incorporating blueprints for video analysis AI agents into their developer workflows.
◇Enterprise AI AgentAnnouncing the Nemotron Model Family to evolve the AI agent as the foundation.
According to NVIDIA's announcement material, "AI agents are the next frontier in AI development, and to realize this opportunity, full stack optimization across the entire system of LLM is necessary to provide efficient and accurate AI agents," Vice President and GenAI Responsible mentioned. $Meta Platforms (META.US)$Vice President and GenAI Chief mentioned. At the same time, " $SAP SE (SAP.US)$ and $ServiceNow (NOW.US)$major AI agent platform providers are expected to be the first to use the new Llama Nemotron model."
According to NVIDIA's announcement material, "AI agents are the next frontier in AI development, and to realize this opportunity, full stack optimization across the entire system of LLM is necessary to provide efficient and accurate AI agents," Vice President and GenAI Responsible mentioned. $Meta Platforms (META.US)$Vice President and GenAI Chief mentioned. At the same time, " $SAP SE (SAP.US)$ and $ServiceNow (NOW.US)$major AI agent platform providers are expected to be the first to use the new Llama Nemotron model."
Next-generation platform for developing autonomous vehicles and robots: Cosmos
◇announced the release of a foundational AI model called Cosmos, which accelerates the development of physical AI such as humanoids, industrial robots, and autonomous driving car training. Mr. Fan stated, The era of ChatGPT in general robots is coming.Foretellix (unlisted) and others have already indicated that many companies are using Cosmos. $Uber Technologies (UBER.US)$Many companies are already using Cosmos and more.
◇announced the release of a foundational AI model called Cosmos, which accelerates the development of physical AI such as humanoids, industrial robots, and autonomous driving car training. Mr. Fan stated, The era of ChatGPT in general robots is coming.Foretellix (unlisted) and others have already indicated that many companies are using Cosmos. $Uber Technologies (UBER.US)$Many companies are already using Cosmos and more.
◇Mr. Fan $Toyota Motor (7203.JP)$Announced a partnership. Toyota plans to manufacture next-generation vehicles with NVIDIA DRIVE AGX Orin equipped with the safety-certified NVIDIA DriveOS operating system.
prior to CES 2025, a small-cap stock announced a partnership with NVIDIA. $Arbe Robotics (ARBE.US)$Arbe Robotics Ltd surged 52% on January 6th. Through partnerships, Arbe Robotics will enhance free space mapping and AI-driven features for the automobile industry.
World's Smallest AI Supercomputer: Project DIGITS
◇Named Project DIGITSPersonal AI SupercomputerAnnounced the launch of a personal AI supercomputer named NVIDIA Project DIGITS. Featuring the GB10 Super Chip, NVIDIA Project DIGITS becomes the world's smallest AI supercomputer capable of running a 200B parameter model. Targeted at AI researchers and data scientists, it is expected to be priced at around $3,000. This computer allows working on AI models without the need for NVIDIA's advanced AI chips installed in data centers.
◇Named Project DIGITSPersonal AI SupercomputerAnnounced the launch of a personal AI supercomputer named NVIDIA Project DIGITS. Featuring the GB10 Super Chip, NVIDIA Project DIGITS becomes the world's smallest AI supercomputer capable of running a 200B parameter model. Targeted at AI researchers and data scientists, it is expected to be priced at around $3,000. This computer allows working on AI models without the need for NVIDIA's advanced AI chips installed in data centers.
● Other
◇New tool announced for consumers of RTX AIPC.The latest AI semiconductor architecture based GeForce RTX 50 series GPU on the Blackwell architecture can run creative AI models at up to twice the speed with a smaller memory footprint compared to the previous generation. The highlight is achieving groundbreaking performance improvements at a low price. For example, the GeForce RTX 5070 has equivalent performance to the previous RTX 4090 but at a much cheaper price of $549 compared to the $1,599 RTX 4090.
◇New tool announced for consumers of RTX AIPC.The latest AI semiconductor architecture based GeForce RTX 50 series GPU on the Blackwell architecture can run creative AI models at up to twice the speed with a smaller memory footprint compared to the previous generation. The highlight is achieving groundbreaking performance improvements at a low price. For example, the GeForce RTX 5070 has equivalent performance to the previous RTX 4090 but at a much cheaper price of $549 compared to the $1,599 RTX 4090.
◇Expanding Omniverse with Physical AI generation.。Mr. Fan stated, "Physical AI is set to revolutionize the $50 trillion manufacturing and logistics industries." according to NVIDIA's announcement materials. $Accenture (ACN.US)$ はOmniverse Sensor RTX APIを搭載したMegaを使用して、ドイツのサプライチェーンソリューションリーダーであるKIONを支援し、グローバルな倉庫保管および流通顧客のネットワーク向けに次世代の自律型倉庫とロボットフリートを構築しているという。
Overall, when looking at it comprehensively、CES2025におけるファン氏の基調講演からすると、AIは着実に応用拡大が進んでいることが示された。AI向け設備投資のけん引役であるマイクロソフトもAIデータセンター向けに巨額投資を続ける意向を示している。年初の業界動向からすると、2025年もAI相場は堅調さを維持する可能性がありそうだ。
24年1月7日作成 マーケットアナリスト Julie
出所：会社資料、Bloombergおよび各種報道によりmoomoo証券作成
出所：会社資料、Bloombergおよび各種報道によりmoomoo証券作成
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