Over the past year, popular AI models such as ChatGPT and video-generating AI 'Sora' have emerged, leading to explosive growth in the AI industry. These models have significantly enhanced multimodal capabilities, further expanding the applications of artificial intelligence (AI). Additionally, the continuous improvement and optimization of existing models and the rapid increase in training datasets have led to a sharp increase in demand for AI computing power. As a result, AI semiconductor companies have been the first to benefit from the wave of the AI boom.
$PHLX Semiconductor Index (.SOX.US)$From the low in October 2022,rose by over 130%last year,rose by over 239%last year. $NVIDIA (NVDA.US)$は、引き続きAIの波に乗り、2024年には87％の上昇を記録。先週金曜日、エヌビディアの時価総額は節目の2 trillionドルを突破し、マイクロソフト、アップルに次ぐ米国第3位の企業となり、また、サウジアラビアの国営石油会社サウジアラムコも抜き、世界で第3位に浮上Done.
Against this background, some analysts and investors are looking for the next big AI breakthrough...