SMCI
Super Micro Computer
-- 40.210 PLTR
Palantir
-- 70.960 NVDA
NVIDIA
-- 140.260 TSLA
Tesla
-- 351.420 INTC
Intel
-- 22.470 
Opinions from the semiconductor industry.
Thank you for your question. In my opinion, "It is certain that AI generation will grow, but it is not necessarily the main role for GPUs." Edge AI will also increase, and whether GPUs for datacenters will increase at the current pace is known only to God. On the other hand, there are too many reasons to write, but I still think NVIDIA will continue to grow.
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Kimihiko OP : It seems that it would be better to include ARM in the portfolio.