š¤ What comes next for AI actions?
Thereās something thatās hard to ignore: spending on artificial intelligence continues to grow at an enormous rate.
Jensen Huang, CEO of NVDA
, recently said that he expects the company to sell twice as many chips next year, driven by AI demand across different industries and countries.
And the current numbers are also striking. NVDA reported $96.2 billion in revenue in its last quarter, up 106% year over year, while its data center business reached $89 billion.
So the question arises: are we seeing the start of a new growth phase, or just another rally that will eventually cool off?
Personally, I think whatās interesting isnāt just the chipmakers anymore. The expansion of AI also needs data centers, networks, storage, energy, cloud computing, and new infrastructure.
But we also have to keep our feet on the ground. When a sector grows so fast, expectations can get ahead of the real results. One thing is that AI demand is huge, and another is that all the related companies manage to turn that growth into sustainable profits.
Thatās why, more than chasing any AI-related stock, I would be watching revenue, growth, infrastructure investment, and real results.
AI still has a long way to go. The big question now is who will be the true winners when market enthusiasm has to face the numbers. šš
#AIStocksWhatNext
Thereās something thatās hard to ignore: spending on artificial intelligence continues to grow at an enormous rate.
Jensen Huang, CEO of NVDA
, recently said that he expects the company to sell twice as many chips next year, driven by AI demand across different industries and countries.
And the current numbers are also striking. NVDA reported $96.2 billion in revenue in its last quarter, up 106% year over year, while its data center business reached $89 billion.
So the question arises: are we seeing the start of a new growth phase, or just another rally that will eventually cool off?
Personally, I think whatās interesting isnāt just the chipmakers anymore. The expansion of AI also needs data centers, networks, storage, energy, cloud computing, and new infrastructure.
But we also have to keep our feet on the ground. When a sector grows so fast, expectations can get ahead of the real results. One thing is that AI demand is huge, and another is that all the related companies manage to turn that growth into sustainable profits.
Thatās why, more than chasing any AI-related stock, I would be watching revenue, growth, infrastructure investment, and real results.
AI still has a long way to go. The big question now is who will be the true winners when market enthusiasm has to face the numbers. šš
#AIStocksWhatNext