Tech companies of all forms and sizes have bet their future on artificial intelligence. After the issuance of Openai’s CathPP, almost everyone felt the shocking UBave, the Catalyst of the current AI land, and the next issue of its model, as well as other leading models of competitors, between technological giants.
Among the best competitors is a semiconductor company Nvidia(NASDAQ: NVDA)A number of never obscure name, more popular technology companies, NVIDIA fastened to many investors top for lists and jockeys for the title of the most valuable company AppleA number
There is a risk of choosing a NVIDIA choice as a risk AI fund For the next decade, just because it has been a big winner over the past few years. But there is too Risk to ignore clear benefits in the company’s market and to solve less AI shares.
That’s why I think NVIDIA can leave the next 10 years.
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NVIDIA forms some of the most advanced processors in the world. It does not produce them (check Taiwanese semiconductor if AI chip preparation It’s your thing), but instead he uses FABLESS semiconductor model, shape chips that have become integrated into the technology industry.
NVIDIA CPUs Count by 70% to 95% of AI chips, enabling the company in leading leading competitors Advanced micro devicesNVIDIA continues to issue new AI chips to stay a few steps forward, which technology companies knock down its doors to acquire hands.
For example, his Blackwell processor is the next repetition of his AI processor, and the CFO CFO CFO, Colette Creste Cress, recently earned that the company continues to continue production.
“Blackwell’s demand is shocking, and we are competing for the supply of a scale to meet customers of incredible demand,” said the hiring. Its leader is already justified and the company continues its history to release AI processors that exceed competitors and meet customers, it is likely to imitate Nvdia’s growth.
It is one thing now needed to have the required chips, but for years the possible opportunity is to be puzzled by the anniversary. That is why the mass market of the data center is an important factor for NVIDIA.
NVIDIA CEO Jensen Huang estimates that the cost of data center will accelerate in the next few years, as companies intend to prevail AI in Cloud Computing and develop AI models. Huang said a few months ago that technology companies can spend up to $ 2 trillion For the next five years, when they try to compete in front of each other.
It’s a huge number to get around your head, but the biggest technology companies already show their hand at the cost of the AI ​​Data Center. Consider that openai, Fortune tellerand Coatbank Recently launched Stargate, a data center’s infrastructure plan, which assumes to spend up to $ 500 billion over the next few years.
And other technology leaders do the same who want to be the King of AI Hill. Microsoft: It is clear that his latest earnings are called to spend only $ 80 billion in the infrastructure of 80 billion dollars this year. Meta General Manager Mark Uck, Herberber, said his company was trading $ 65 billion this year. AlphabetThis year, another AI key is said to spend $ 75 billion in AI data centers this year.
NAYSAYERS will indicate that smaller AI will hold much less and will still develop ai advanced models without NVIDIA’s most advanced processors. Deepseek recently sheds light when it released impressive AI ChatBot, despite the company’s limited resources.
But long and short is that the world’s largest technology companies cannot afford to invest in the best data centers with the most advanced processors. It is only too much for them to market 15.7 trillion Ai (by 2030) for them to work their AI efforts. It’s good for the body of NVIDIA and her AI processors in the coming years.
NVIDIA is not the cheapest AI Fund, which has a primary price-earned 30.6. However, the company has proved that it is a unique leader in the AI ​​processor and is ready to use technology companies to get out of the AI ​​domination.
In the next 10 years, there is no way to ensure the success of NVIDIA, but given the current position in the market, all sectoral technology companies are preparing to enter each other in the data center.
Before buying a share in NVIDIA, consider this:
Is MOTLEY FOOL STOCK ADVISOR Analyst team just found out what they believe 10 Best Shares: To buy for investors now, Nvidia was not of them. The 10 shares performing the cut can return to the monster in the coming years.
Consider when Nvidia This list did on April 15, 2005 … If you have invested $ 1,000 at the time of our proposal, You will have $ 854,317! *
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RANDI UCK UCKBERG, Former Market Development Director and CEO of Facebook and Sister Mark Zukeberg is a member of Motley Fool’s board. The Executive Susan Frait, Executive Susan Frait, is a member of the Motley Fool Board. Chris Neiger: has positions in Apple. Motley Fool has positions and advanced advanced micro devices, alphabet, Apple, Meta platforms, Microsoft, Nvidia, Oracle and Taiwan. MOTLEY FOOL offers the following options: Motley Fool has Discovery Policy:A number
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