What are the strengths of NVIDIA's AI ecosystem? Related stocks soared by as much as 195%!

● $NVIDIA (NVDA.US)$isA rise of 20% or more in the 4 days after financial results were announcedThen,The year-to-date rate of increase is 130%It has also reached
● NVIDIA's entire AIAI ecosystem has also been strengthened, and it is more important to have a deep understanding of its components.
● The AI ecosystem extends from chips to utilitiesCovers many key areasDoing it.
●Semiconductor companies that have established close cooperative relationships with NVIDIA since the beginning of the year12% to 60%The rate of increase is increasing.
● Brands such as utility/power solutions, servers, thermal management/cooling, and data storage are also improving high performance.

$Arm Holdings (ARM.US)$、 $Taiwan Semiconductor (TSM.US)$、 $Qualcomm (QCOM.US)$、 $Applied Materials (AMAT.US)$、 $KLA Corp (KLAC.US)$、 $Teradyne (TER.US)$、 $ASML Holding (ASML.US)$、 $Marvell Technology (MRVL.US)$、 $Broadcom (AVGO.US)$、 $Lam Research (LRCX.US)$、 $Analog Devices (ADI.US)$、 $Advanced Micro Devices (AMD.US)$A series of semiconductor companies such as have established close cooperative relationships with NVIDIA, and since the beginning of the year12% to 60%The rate of increase is increasing.

It is one of the largest electricity producers and retail energy suppliers in the US in the utility and power solutions sector $Vistra Energy (VST.US)$But170% since the beginning of the yearIt rises,Exceeded NVIDIA's rate of increase. This rate of increase is reflected in the market's optimistic expectations for the development of AI technology, particularly the potential driver for energy demand. America's largest nuclear power company $Constellation Energy (CEG.US)$Isabout 90%, the largest solar power company $NRG Energy (NRG.US)$Is63% increaseIt became. Furthermore,Investment in the public utility sector by hedge funds was greater than at any point in the past 10 yearsGoldman Sachs pointed out.

In addition, UBS $First Solar (FSLR.US)$From the growth in demand for electricity due to artificial intelligence (AI)”Direct beneficiaries who have been overlookedIt was pointed out, and the target stock price was raised from 252 dollars to 270 dollars. In response to this news, the companyUp to 45% increase in the past 6 trading daysIt was recorded, and year to dateApproximately 62%Record an increase in

In response to the strong performance of NVIDIA's AI chips, $Super Micro Computer (SMCI.US)$Server sales have skyrocketed, and the company's stock price since the beginning of the yearIncreased by about 2 timesThen, after '23A rise of 9 times or moreIt has been recorded. $Dell Technologies (DELL.US)$This year, it has joined the ranks of the beneficiaries of the AI boom, and stock prices have come to the beginning of the yearSurged 136%Doing it. Dell announced a number of AI PCs, and also announced that it will partner with NVIDIA to support companies in building their own “artificial intelligence factories.”

Data centers were rapidly launched due to the explosive spread of AI,Server cooling is a major issueIt has become. It is NVIDIA's only designated liquid cooling supplier $Vertiv Holdings (VRT.US)$Stocks will start in early 2023approx. 500%It also skyrocketed. Provides electrical connections and protection solutions $nVent Electric (NVT.US)$IsUp about 41% year to dateIt recorded and hit the highest value in history.

It is a data storage and management company $Pure Storage (PSTG.US)$IsOver 76% since the beginning of the yearIt has recorded an increase and is building top AI infrastructure in partnership with NVIDIA. Other major storage chip companies $Western Digital (WDC.US)$with $Seagate Technology (STX.US)$Are they each year old47%, 11%It's rising.

$Freeport-McMoRan (FCX.US)$with $Southern Copper (SCCO.US)$are also each24%, 41%It has risen, indicating that demand for resources such as copper is still strong. JPMorgan analysts are also seeing NVIDIA switch short-distance data transmission in AI data centers from optical fibers to copper cables,Suggests a significant increase in copper demand、Boost the stock prices of copper-related stocksand predictions. With the rapid evolution of AI, demand for copper has increased drastically at Morgan Stanley, and in particularAI data centers are a new growth pointPredicted that it will happen.