Winners Aktie 58783024 / US97478A1060
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02.09.2025 13:30:00
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Big Tech's $4 Trillion Artificial Intelligence (AI) Spending Spree Could Make These 3 Chip Stocks Huge Winners
Nvidia (NASDAQ: NVDA) recently said it expects artificial intelligence (AI) infrastructure spending to jump to between $3 trillion and $4 trillion by the end of the decade. That's just a massive number. Cloud computing and other big technology companies continue to race to build out AI capacity, which puts chipmakers in an enviable position. Nvidia has been the big winner so far, but it's not the only one. Let's look at the three chipmakers set to benefit most from this $3 trillion opportunity.Nvidia is working at the center of AI. Its graphics processing units (GPUs) went from powering video games to becoming the standard for training large language models, and the company managed to turn that into a wide moat. Its CUDA software platform was the key to this happening. By making it free and getting it into research labs and universities early on, Nvidia ensured that developers learned to program GPUs on CUDA. Once that happened, companies were locked into its software ecosystem.Continue readingWeiter zum vollständigen Artikel bei MotleyFool