In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays predicts that with the popularization of AI applications, the demand for inference computing is expected to exceed 70% by 2026. By then, it may require four times more chip capital expenditures than expected to meet all needs.
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Who will benefit from the next wave of investment in ai? Goldman Sachs recommends these types of stocks...
①In the next wave of investment trends, analysts at Goldman Sachs recommend 'platform' stocks such as Microsoft and Datadog. ②Analysts recommend stocks that will directly apply artificial intelligence and allow for wider adoption.
Where has overseas AI trading reached? Goldman Sachs: Profit, not valuation, is driving the market, and platform-based companies in the future need to pay attention.
Goldman Sachs has categorized AI-related investments into four main stages and believes that AI trading has now entered the second stage, with the company's profit potential gradually becoming the main driver of the stock price increase. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
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73277581 : S&P YTD is 20% ?