Group 1 - Investor interest in generative artificial intelligence is focused on the installation of graphics-processing units (GPU) and related equipment by data centers [1] - Nvidia Corp. continues to dominate the GPU market, which is crucial for supporting corporate clients in developing new technology [1] - Long-term investors should consider how companies will utilize generative AI technology beyond just hardware installation [1] Group 2 - Nicole Kornitzer has been the portfolio manager for the Buffalo International Fund since 2009, managing approximately $7 billion in assets [2] - Kornitzer Capital Management, founded in 1989, is based in Mission, Kansas, while Kornitzer operates from Paris [2] - The firm manages assets through mutual funds and for institutional and private clients [2]
Three AI stocks to play if you want to look past the Nvidia hardware build-out