5 artificial intelligence listed companies
This article will discuss the five major “lucrative” artificial intelligence companies that have benefited from the artificial intelligence trend so far.
Please check my post of “Artificial intelligence benefits industries” also.
Nvidia
Reasons
Nvidia(ticker: NVDA) is by far the “most obvious” listed company in the artificial intelligence trend. The reasons are as follows:
- Nvidia is the best chip choice for all developers doing artificial intelligence training and inference.
- Nvidia currently has a market share of over 80% in this market.
- Nvidia AI chips’ processing performance is obviously better than that of its rivals, and Nvidia has no rivals in the short to medium term.
- Nvidia emerged with hardware chips, but its monopoly in the field of artificial intelligence is not limited to chips, but is also expanding to software, cloud, high-speed transmission and other fields.
Articles related to Nvidia
- “The reasons for Nvidia’s monopoly and the challenges it faces“
- “Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics“
- “How does nVidia make money? nVidia is changing the gaming rules“
- “Data center, a rapidly growing semiconductor field“
Advanced Micro Devices
Reasons
Especially since artificial intelligence is still in its early development stage, the demand for chips for artificial intelligence training and inference is much higher than the production volume of relevant manufacturers:
- AMD (ticker: AMD) is the only better choice in the market besides Nvidia.
- AMD’s market share is about 20%, and its price/performance ratio is high.
Articles related to Advanced Micro Devices
- “How AMD makes money? A rare case of turning defeat into victory“
- “Why is AMD’s performance so jaw-dropping?“
- “Data center, a rapidly growing semiconductor field“
Broadcom
Reasons
Although Broadcom (ticker: AVGO) itself does not produce chips for artificial intelligence training and inference, it does
- Both artificial intelligence chips and data centers require huge amounts of data transmission, and Broadcom has long been a leader in this field.
- If customers want to choose custom application-specific integrated circuits (ASICs) to meet their own enterprise’s artificial intelligence training and inference needs, Broadcom is the world’s largest OEM designer of custom application-specific integrated circuits (ASICs).
For the ASIC dedicated discussion, please see my post of “ASIC market is getting bigger, and related listed companies in the US and Taiwan“
Articles related to Broadcom
- “How does Broadcom make money? Significant changes in business approach“
- “Data center, a rapidly growing semiconductor field“
TSMC
Reasons
Whether it is Nvidia, AMD, or Broadcom, almost all high-end semiconductor chips today are produced by TSMC (ticker: TSM). Especially TSMC’s market share in the high-end processes necessary for artificial intelligence chips. Almost as high as 90%, it can be said that there is no alternative.
Articles related to TSMC
- “What’s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?“
- “How Much Does Generative AI Cost?“
- “There are indeed monopoly in this world“
- “How many fabs and houses does TSMC have currently and in the future?“
- “TSMC gets emerging and serious challenges“
- “Comparison of TSMC, Samsung, Intel’s Yield and Advanced Process”
- “The TSMC cost, sell price, and R&D cost of chip foundry“
- “Comparison of TSMC, Intel, and Samsung’s new process roadmaps for future chips“
- “ASML, who dominate TSMC’s fate“
- “Why is TSMC’s profit margin much greater than competitors?“
- “TSMC negative corp culture and management style are detrimental to its future and growth“
- “Two long-term threats to TSMC: US and SMIC“
- “How does TSMC make money?“
- “Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?“
- “Is Buffett no longer hold for long haul? TSMC, HP, and US Bancorp cases study“
Microsoft
Reasons
Microsoft (ticker: MSFT) is the only listed software company in this article for the following reasons:
- It is currently the only large-scale listed software company that has significant “profit” due to artificial intelligence.
- The company has made few mistakes in decision-making in recent years, especially being ahead of other companies. It has a keen eye to recognize heroes and has become the largest investor in OpenAI and Mistral.
- Quickly integrate artificial intelligence capabilities into all major Microsoft products and start making money.
- Launch of the Copilot product family.
- The results of it? In 2024, Microsoft has surpassed Apple and become the world’s largest listed company by market value.
Please check my post of “Why software underperforming amid the AI craze?” also.
Articles related to Microsoft
- “Satya Nadella brings Microsoft back to glory“
- “Microsoft, the dominant overlord of cloud computing“
- “There are indeed monopoly in this world“
- “The rebirth and fall of 4 major technology stocks in 10 years“
- “Five technology stocks for better getting started in US stocks“
- “How Microsoft makes money? Where is the future?“
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