Nvidia’s projections of doubling chip sales next year are not just words—they reflect massive demand for computing power. I’m taking an exclusively bullish stance on the artificial intelligence sector.

Many skeptics are screaming about a “bubble,” comparing the current situation to the 2000 dot-com crash. Back then, however, companies didn’t have real revenue. Today, the leading AI giants continue to regularly break records for net profit. Businesses are willing to pay huge sums for infrastructure because adopting AI optimizes processes and reduces costs in the long run.

This isn’t a short-term bounce, but a fundamental technological shift. Demand for microchips and data centers will only keep growing over the next 3–5 years. My favorite in the portfolio — of course, NVDA.

What do you think: are such enormous computing costs justified? 👇

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