Hewlett Packard Enterprise: A Supercomputer And AI Firm Trading For 8x Earnings
HPE(HPE) Seeking Alpha·2024-03-20 22:25
JasonDoiy First wave artificial intelligence ("AI") stocks obviously include NVIDIA Corporation (NVDA) and Super Micro Computer, Inc. (SMCI), as these companies are already seeing a positive financial impact from orders. However, there is likely to be a second wave of AI-related stocks that have not yet seen a significant beneficial impact on profits, but potentially could in the near future. Nvidia CEO Jensen Huang recently said we are only at the beginning of an AI computing ramp that will last for years. ...