ASML, ARM Holdings and Nextpower are winning stocks derived from NVIDIA‘s statement regarding the AI era!
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"I’ve increased my Oracle position. An OpenAI IPO would wipe away the funding concerns for the $300 billion deal.” NVIDIA CEO Jensen Huang has made some key statements. From these, we can identify the winners of the AI era. 1. ASML supplies critical equipment for the chip industry NVIDIA CEO Huang expects annual capital expenditures by hyperscalers to rise from $1 trillion in 2027 to $3 to $4 trillion by the end of the decade. Agent-based AI is driving this growth. AI can now perform productive and valuable work. AI agents are now profitable,...
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