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.
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
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- “Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics“
- “How does nVidia make money? nVidia is changing the gaming rules“
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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.
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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).
Articles related to Broadcom
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TSMC
Reasons
Whether it is Nvidia, AMD, or Broadcom, almost all high-end semiconductor chips today are produced by TSMC (US stock code: 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?“
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- “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“
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- “Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?“
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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.
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“
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