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英伟达(NVDA.US)、微软(MSFT.US)领衔!Wedbush发布“定义AI未来30强”科技股名单
智通财经网·2025-05-12 03:01

Core Viewpoint - Wedbush identifies 30 technology companies that will define the future landscape of artificial intelligence (AI), including major players from both the US and China, such as Apple, Nvidia, Alibaba, and Baidu [1] Group 1: AI Investment and Market Dynamics - The AI investment wave, estimated at $2 trillion, began with the emergence of ChatGPT in late 2022, with Nvidia being the dominant force in the AI chip market [1] - Analysts estimate that for every $1 spent on Nvidia, an economic multiplier effect of $8 to $10 is generated across other tech ecosystems [2] - The initial phase of AI deployment is centered around Nvidia chips and cloud service giants, with Microsoft leading the cloud services sector [2] Group 2: Key Companies in AI Revolution - The report categorizes companies into six major categories, including: - Hyperscale Computing Companies: Microsoft, Google, Amazon, Oracle [4] - Software Companies: Palantir, Salesforce, IBM, ServiceNow, Snowflake, Adobe, Pegasystems, MongoDB, C3.ai, Elastic, Innodata, SoundHound AI [4] - Consumer Internet Companies: Apple, Meta, Alibaba, Baidu [5] - Cybersecurity Companies: Palo Alto Networks, Zscaler, CyberArk [6] - Autonomous Driving and Robotics Companies: Tesla, Oklo [7] - Semiconductor and Hardware Companies: Nvidia, AMD, TSMC, Broadcom, Micron Technology [8] Group 3: Future Outlook and Trends - The software sector is encouraged to join the AI revolution, with a significant increase in AI use cases expected by 2025, marking a transition to enterprise-level AI consumption [8] - The growth of AI use cases is anticipated to drive a technological transformation led by software and chips, influencing tech development beyond 2025 [9]