Nvidia(NVDA) ZACKS·2025-01-23 09:36AI Industry Overview - The global AI market size is estimated to reach $243.7 billion in 2025, up from $184.1 billion in 2024 [3] - Significant AI infrastructure investment exceeding $500 billion has been rolled out, boosting the tech sector [3] - Companies are transitioning from trialing AI in 2023 to adopting it in 2024, with disruptive changes expected in AI operations [2] NVIDIA Corp (NVDA) - Dominates the GPU market with over two-thirds share, projected to grow to $101.54 billion in 2025 from $75.77 billion in 2024 [4] - Next-generation Blackwell chips are in high demand, with shipments significantly rising in the current quarter [5][6] - Blackwell chips offer 30 times faster AI inference and are 25 times more energy efficient compared to older chips [6] - EPS is projected to increase by 46.3% from last year, with a Zacks Consensus Estimate of $2.94 [7] Palantir Technologies Inc (PLTR) - Holds the second-largest share in the AI platform software market, behind Microsoft Corp [8] - AI Platform (AIP) has driven revenue growth in both government and commercial sectors, with improved net-dollar retention rate [9] - Potential for further growth in the US commercial sector, with EPS Zacks Consensus Estimate up 31% to $0.38 [9] Investment Outlook - NVIDIA and Palantir are highlighted as must-buy stocks for 2025 due to their strong market positions and growth potential [10] - Both companies have a Zacks Rank 2 (Buy), indicating favorable investment prospects [11]