Leading Companies in the AI Investment Trend
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Nvidia's Strong Growth: Nvidia achieved a remarkable 73% revenue growth in its latest quarter and expects a further 77% growth next quarter, with projected lifetime sales of its two flagship GPUs reaching $1 trillion by the end of 2027, underscoring its dominant position and strong investment potential in the AI market.
- Broadcom's Market Outlook: Broadcom's custom AI chips are expected to generate $100 billion in sales by 2027, with first-quarter sales at $8.4 billion indicating a potential tripling of this segment, highlighting its rapid growth and investment value in the AI sector.
- TSMC's Stable Role: As the world's largest chip foundry, TSMC produces a significant volume of chips for both Nvidia and Broadcom, and while its growth potential may not match the others, it remains secure as long as AI spending stays elevated, ensuring business stability and continuity.
- Nebius's Huge Potential: Nebius anticipates an annual run rate of $7 billion to $9 billion by the end of 2026, a substantial increase from $1.25 billion at the end of 2025, showcasing its strong growth potential in AI cloud computing, particularly through its partnership with Nvidia.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Demand-Driven Strategy: CEO Arthur Mensch stated that with surging demand from governments, enterprises, and research institutions for customized AI environments, Mistral will continue to invest in infrastructure to ensure that AI innovation and autonomy remain central to Europe.
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- Partnerships: Nvidia collaborates with several space tech companies, including Starcloud, which successfully launched the first satellite operating an Nvidia H100 GPU in space, showcasing its strategic positioning in the space market.
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- Shift in Funding Trends: Investors are transitioning from foundational research to early-revenue opportunities, with practical quantum advantage expected around 2028-2029, prompting companies to accelerate their commercialization efforts.
- Accelerated Technological Breakthroughs: Significant advancements in quantum computing over the past 18 months, including improvements in quantum error correction and increased qubit counts, are laying the groundwork for more complex computations, with large-scale applications anticipated in the 2030s.
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See More
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- Competitive Advantage: Broadcom's XPUs are designed for specific tasks, avoiding direct competition with market leader Nvidia, and this differentiation strategy has allowed it to carve out a niche in the AI accelerator market, driving sustained growth for the company.
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