The Motley Foolยท2025-03-02 08:15Group 1: Nvidia - Nvidia has experienced a remarkable stock increase of 1,800% over the past five years, driven by strong demand in the data center market [2][3] - In the fiscal fourth quarter, Nvidia's revenue grew by 78% year-over-year, with management forecasting record revenue of $43 billion for the next quarter [3][4] - Nvidia's data center revenue more than doubled to $115 billion for the full year, with future demand expected from enterprise investments in AI agents and robotics [6][7] - The Dell'Oro Group projects data center spending to reach $1 trillion by 2029, indicating a compound annual growth rate of 21%, which will benefit Nvidia [7] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing (TSMC) is a leading global foundry known for its advanced processing technologies, with a revenue increase of 37% year-over-year in the fourth quarter due to strong demand for AI chip technologies [8][9] - TSMC has maintained an annualized revenue and earnings growth rate of 18% over the last 30 years, with the stock climbing over 6,000% [10] - The company anticipates 20% annualized revenue growth through 2029, driven by innovations in AI accelerators and custom AI chips [11] - TSMC's stock is trading at 20 times 2025 earnings estimates, with analysts projecting annualized earnings growth of 33%, suggesting potential for significant returns [12]