Day: June 23, 2024

Who Are Nvidia’s Next Silent Partners?

“The companies who partner with Nvidia could be the biggest stock market winners in 2024.” – Martin D. Weiss Nvidia is not just a player; it’s the kingpin in the realm of AI chips. It’s the only company that can churn out chips powerful enough for the most advanced AI applications, and in quantities that make a real difference. These AI chips are indispensable for any company delving into AI — from ChatGPT to Microsoft, Google, Amazon, and thousands more. Remember the day Nvidia’s one-day gain outstripped the entire market caps of Coca-Cola, McDonald’s, Disney, and Netflix? It’s no surprise it’s been the top stock since 2023. While Nvidia has become the golden goose of AI, there are companies quietly collecting golden eggs, flying under the radar. These are Nvidia’s Silent Partners: ASML, AMAT, SMCI, and TSM. Looking ahead, AI’s potential is limited without one key component: Data, the hell Big Data. Google has completed its fourth data center in Singapore. With this completion, the company has raised its investment in the country’s digital infrastructure to US$5 billion. Meta is investing billions in even larger data centers. This isn’t a secret. Giants like Google, Meta, Amazon, and Microsoft are all in. And Nvidia? It’s already staking its claim. Nvidia has developed specialized servers and tech designed specifically for these AI mega data centers. This is Nvidia’s trillion-dollar pivot — from being a chip manufacturer to a titan of chips AND mega data centers. This pivot is what many are missing. They don’t see the shift happening right under their noses. submitted by /u/FXgram_ [link] [comments]

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