What is the strength of NVIDIA's AI ecosystem? Related stocks soared over 195%

● $NVIDIA (NVDA.US)$ rose more than 20% in the 4 days after the earnings reportand This performance not only highlights Nvidia's overwhelming strength in the field of AI, but also suggests infinite future possibilities.にも達している。

$Arm Holdings (ARM.US)$、 $Taiwan Semiconductor (TSM.US)$、 $Qualcomm (QCOM.US)$、 $Applied Materials (AMAT.US)$、 $KLA Corp (KLAC.US)$、 $Teradyne (TER.US)$、 $ASML Holding (ASML.US)$、 $Marvell Technology (MRVL.US)$、 $Broadcom (AVGO.US)$、 $Lam Research (LRCX.US)$、 $Analog Devices (ADI.US)$、 $Advanced Micro Devices (AMD.US)$These semiconductor companies have established a close cooperative relationship with NVIDIA, and have seen a year-to-date increase of 12% to 60%.In the utilities industry and power solutions sector, one of the largest electricity producers and retail energy suppliers in the United States has seen a year-to-date increase of 170%.It has achieved a year-to-date increase of 10-30 billion yen from 12% to 60%.

In the utilities industry and power solutions sector, it is one of the largest electricity producers and retail energy suppliers in the United States. $Vistra Energy (VST.US)$isIt has achieved a year-to-date increase of 170%..Exceeded the rate of increase of Nvidia.This rate of increase reflects the optimistic expectations of the market for the development of AI technology, especially the potential driving force towards energy demand. $Constellation Energy (CEG.US)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.about 90%the largest nuclear power company in the US $NRG Energy (NRG.US)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.63% increaseFurthermore,Investment in the utilities sector by hedge funds was larger than at any point in the past 10 years,Goldman Sachs pointed out.

UBS, among others, $First Solar (FSLR.US)$highlighted that gan ltd had been "overlooked direct beneficiaries" from the growth in electricity demand driven by artificial intelligence (ai), and raised its target stock price from $252 to $270. In response to this news, the company experienced a maximum 45% increase in the past 6 trading days.overlooked direct beneficiariesIn response to this news, the companyexperienced a maximum 45% increase in the past 6 trading daysand recorded a year-to-date increase of about 62%growth.

NVIDIA's AI chip's strong performance, $Super Micro Computer (SMCI.US)$server revenue surged, and the company's stock price doubled year-to-dateand has doubledsince 2023.9倍以上の上昇is being recorded. $Dell Technologies (DELL.US)$は今年、AIブームの受益者の仲間入りをし、株価が年初来136%急騰している。デルは多くのAI PCを発表し、またエヌビディアと提携し、企業が独自の「人工知能工場」を構築するのを支援すると発表した。

AIの爆発的な普及によりデータセンターが急速に立ち上がり、サーバーの冷却が大きな問題It is specified that NVIDIA is the only designated liquid cooling supplier. $Vertiv Holdings (VRT.US)$The stock will be available from the beginning of 2023.about 500%Providing electrical connection and protection solutions $nVent Electric (NVT.US)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.Rising about 41% year-to-date and reaching an all-time highIt recorded the highest ever value.

It is a data storage and management company. $Pure Storage (PSTG.US)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.It has recorded an increase of over 76% year-to-date.It has partnered with NVIDIA to build the top infrastructure for AI. In addition, the leading storage chip company $Western Digital (WDC.US)$and $Seagate Technology (STX.US)$has respectively increased by 47% and 11% since the beginning of the year.47％、11％・Market capitalization of 100 billion yen or more

$Freeport-McMoRan (FCX.US)$and $Southern Copper (SCCO.US)$Also, respectively24% and 41%And indicate that the demand for resources such as copper remains strong. JP Morgan analysts also suggest that Nvidia switching from optical fiber to copper cables for short-distance data transmission in AI datacentersSuggest a significant increase in copper demand、Push up the stock prices of copper-related stocksMorgan Stanley predicts that with the rapid evolution of AI, copper demand will significantly increase, especiallyAI data centers will become new growth points.