Core Insights - Apple's artificial intelligence (AI) strategy is underperforming compared to peers, leading to stagnation in growth and lack of innovative product launches [1][5] - Companies like Taiwan Semiconductor and Broadcom are expected to experience significant growth in the AI sector, potentially surpassing Apple by 2030 [2][12] Group 1: Apple's Current Position - Apple has a market capitalization of $3.1 trillion, significantly higher than Broadcom's $1.3 trillion and Taiwan Semiconductor's $1.2 trillion [4] - Earnings growth for Apple has slowed, with expectations of only a high-single-digit rate increase in earnings per share (EPS) [5] - Apple trades at 32.7 times earnings, compared to the S&P 500's 24.2 times, indicating a significant premium that may not be sustainable [7] Group 2: Competitors' Growth Potential - Taiwan Semiconductor is projected to see AI-related revenue grow at a 45% compounded annual growth rate (CAGR) over the next five years, with overall growth at nearly 20% CAGR [9] - This growth could result in a 150% increase in revenue for Taiwan Semiconductor, positioning it close to Apple by 2030 [10] - Broadcom's custom AI accelerators, known as XPUs, are gaining popularity and could tap into a market worth between $60 billion and $90 billion by 2027 [11][12]

Shares of Nvidia (NVDA 0.75%) are flying once again following a difficult start to the year. The semiconductor giant's stock jumped 42% in the past three months, easily crushing the 15% gains clocked by the S&P 500 index during this period.So, anyone who bought Nvidia stock while it was sliding earlier in 2025 must be sitting on nice gains right now. However, if you are one of those who missed out on Nvidia's impressive rally, you can still consider buying it right now, as there is a good chance that it cou ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

AMD's (NASDAQ: AMD ) (TSX: AMD:CA ) strategic position as the memory-dense second source for hyperscale AI accelerators, now endorsed by both Meta ( META ) and OpenAI , creates a multiyear, high-margin revenue runway that the marketI am a retired quant with a PhD in mechanical engineering. I started off my professional career as an engineer and eventually transitioned into a hybrid developer/quantative analyst role at the investment arm of one of the nation's largest insurance companies.I ended my career as ...

Core Insights - Artificial intelligence (AI) investing is thriving in 2025, with record data center spending and major tech companies expanding their plans, indicating strong investment opportunities in the sector [1] Group 1: AI Infrastructure - Companies like Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing (TSMC) are key players in AI infrastructure, benefiting from significant AI spending [4] - Nvidia's GPUs are central to the AI revolution, with no true competition, while Broadcom's custom AI accelerators (XPUs) can outperform GPUs under specific workloads [5][6] - TSMC is crucial for both Nvidia and Broadcom, providing advanced chip technology, which is expected to see a compound annual growth rate (CAGR) of 45% for AI-related chips over the next five years [7][8] Group 2: Cloud Computing - Major AI companies like Alphabet and Amazon are expanding data centers not only for internal use but also for rental to other businesses lacking resources for AI infrastructure [9] - Companies are increasingly renting computing power from cloud providers like Amazon Web Services (AWS) and Google Cloud, which is driving demand for GPUs from Nvidia [10] - The cloud computing market is projected to grow from $750 billion in 2024 to $2.4 trillion by 2030, presenting significant investment opportunities in companies like Amazon and Alphabet [11]

Key Takeaways INTC and Exostellar aim to boost AI efficiency with Gaudi accelerators and Kubernetes-native orchestration. The solution supports hybrid infrastructures with dynamic scheduling, quota control and multi-vendor access. INTC sees Gaudi 3 scaling AI with high throughput, Ethernet interconnect and open software flexibility.Intel Corporation (INTC) has partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading i ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: CC0 Public Domain Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion. After the emergence of China's DeepSeek sent the stock plunging earlier this ...

Credo Technology Group Holding Ltd (CRDO) is emerging as a powerhouse as the world races to build the next generation of AI data centers. Credo has seen explosive growth, with fiscal 2025 revenues hitting $436.8 million, a 126% year-over-year increase driven by strong demand for its innovative and energy-efficient high- performance connectivity solutions. Demand continues to accelerate, particularly among hyperscaler customers supporting advanced AI services. In the fourth quarter of fiscal 2025, revenues s ...

When I think about investing in AI, I divide it into two groups: facilitators and deployers. Facilitators make the base products that allow the deployers to train and run AI models, while the deployers bring the AI products to clients. I have five facilitators and five deployers here that look like excellent buys right now, and investors should consider adding these to their portfolio, if they haven't already. The facilitators Investing in artificial intelligence (AI) is still a top theme in the market, and ...

Core Viewpoint - Artificial intelligence remains a leading investment theme in 2023, with several AI stocks showing significant growth potential, though some may be overvalued [1] Company Summaries - **Palantir**: Palantir is experiencing explosive growth with a strong client base but trades at a high valuation of 110 times sales, with only 39% revenue growth in the last quarter, suggesting it may not be a good investment [3] - **SoundHound AI**: SoundHound AI is a leader in audio recognition with a revenue increase of 151% in Q1 and projected growth of 97% for 2025, trading at 34 times sales, making it an attractive investment option [4][6] - **Nvidia**: Nvidia holds a 90% market share in data center GPUs, with a revenue increase of 69% year over year in Q1 and projected growth of 50% in Q2, positioning it as a top AI stock to buy [7][8] - **Taiwan Semiconductor Manufacturing (TSMC)**: TSMC is the leading contract chip manufacturer, expecting AI-related revenue to grow at a 45% CAGR and overall revenue at nearly 20% CAGR over the next five years, making it a strong buy [9][10] - **Alphabet**: Alphabet, the parent company of Google, is a key player in the AI space, trading at 18.5 times forward earnings, which is cheaper than the S&P 500, indicating long-term stability [11][12][13] - **Amazon**: Amazon's AWS segment accounted for 63% of its operating profits in Q1, benefiting from the rise of AI workloads, making it a strong investment choice [15] - **Broadcom**: Broadcom provides essential hardware for AI data centers, with increasing demand for its products as AI usage grows, positioning it as an excellent stock to buy [16][17] - **Meta Platforms**: Meta is leveraging AI to enhance its advertising services and develop AI devices, maintaining its dominance in social media, which supports its investment case [18][19] - **Tesla**: Tesla's focus on AI for autonomous vehicles and humanoid robots could yield significant returns, emphasizing the importance of maintaining its leadership in AI [20] - **Microsoft**: Microsoft is a key competitor in the AI arms race, with a significant stake in OpenAI and a strategy to facilitate existing generative AI models, ensuring long-term success [21]