If you follow the market’s biggest winners, you already know Alphabet and NVIDIA sit at the center of the AI boom. But despite being lumped together as “AI beneficiaries,” the two companies couldn’t be more different. One is a diversified digital empire with unmatched cash flow. The other is the indispensable hardware supplier powering the AI build-out.
When investors start getting jittery about AI valuations, the instinct is to trim anything tied to artificial intelligence. But that’s tricky when many of the biggest AI beneficiaries are mega-cap tech companies that were thriving long before generative AI existed. Amazon is a perfect example, a business still defined by eCommerce but increasingly central to the global AI build-out.
» Read more about: Is This Mag 7 Stock Bucking the AI Trend? »
Google parent company, Alphabet, is coming for Nvidia in one of the world’s most lucrative hardware markets.
This day was inevitable. Hyperscalers like Alphabet (GOOG 0.91%)(GOOGL 0.82%), Amazon, and Microsoft have spent billions of dollars designing their own data center chips for artificial intelligence (AI) workloads,
» Read more about: Alphabet Just Delivered Bad News for Nvidia Stock Investors »
Amazon continues to develop its own AI chips, yet Nvidia still emerges victorious.
» Read more about: Amazon Just Delivered Interesting News for Nvidia Stock Investors »
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!
AI is eating the world—and the machines behind it are ravenous.
Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy.
» Read more about: Jim Cramer Highlights NVIDIA’s Deal With Synopsys »
