The king of AI, Nvidia‘s (Nasdaq: NVDA)Graphic processing units (GPU) have become the backbone of AI infrastructure because of their rapid treatment speeds. However, it was the CUDA software platform of the company that helped create a large gap for the company. Cuda allows developers to easily program its chips, while it has also built a collection of tools and libraries to optimize its GPUs to perform AI tasks. In the first quarter, the company had a market share of 92% in the GPU area. While the IA infrastructure continues to progress, Nvidia is well placed to continue to benefit.
Image source: Getty Images.
While a second remote in Nvidia in the GPU space, Advanced micro-apparents(Nasdaq: AMD) has become a leader in central processing units (CPU), which act as the brain of the operation, within the data center. The company was also able to carve a niche for its GPUs with an IA inference, which is less technically demanding than the formation of AI models and where costs are a greater consideration. With inference which should ultimately become a much more important market than training, AMD has a great opportunity before it, even if it only withdraws from modest market shares from Nvidia.
Broadcom(Nasdaq: Avgo) Has a strong momentum with its networking portfolio, which is increasingly precious as IA clusters develop in size and require higher and low latency interconnections. However, its greatest opportunity lies in personalized AI chips, where the company is starting to help customers develop their own personalized chips to manage specific AI workloads. After having successfully helped Alphabet(Nasdaq: Googl)(Nasdaq: Goog) Developing his tensor treatment unit (TPU), he added more customers of personalized chips. It considers its three furthest customers as between a market that can be used from $ 60 billion to $ 90 billion during the 2027 fiscal year, and this does not even include new customers like Apple. This is a huge opportunity for Broadcom.
While the three companies above design for advanced fleas, Manufacture of Taiwan semiconductors(NYSE: TSM) is the one they hire to make them. As such, it benefits, no matter who becomes the largest winner of the Chip. TSMC’s scale and technological expertise distinguished him in the foundry space, because his competitors had trouble. This led the company to become an invaluable cog in the semiconductor supply chain. With an increasing manufacturing capacity and high pricing power, the TSMC is very well placed to benefit from an increase in the demand for IA fleas.
While TSMC manufactures advanced fleas, ASML(Nasdaq: ASML) is the company that makes the machines that make it possible to produce these chips. It has a virtual monopoly on extreme ultraviolet lithography (EUV), which is the equipment used in the advanced manufacturing of fleas. It has also introduced its new generation technology, the high NA EUV (digital opening), which will allow higher density fleas. While TSMC fell to the high price ($ 400 million) of these new machines at the high price, he cannot afford to get around the technological front by a competitor like Intel. As such, ASML should be a long -term winner, because the foundries continue to increase capacity and start looking towards even more advanced nodes (smaller and more powerful fleas).
Although better known for its electronic commerce activity, Amazon(Nasdaq: Amzn) is also the largest cloud computing company in the world. In fact, Amazon Web Services (AWS) is its largest segment by profitability and fastest growth, as it benefits from helping customers create their own AI models and applications and execute them on its cloud infrastructure. The company invests massively in a new infrastructure of the data center to follow the request of the AI. In addition, Amazon uses AI throughout its electronic commerce operations to make its activities more effective and reduce costs. This combination augurs well for Amazon to be a long -term AI winner.
Alphabet is also a Cloud Computing giant, where it benefits from several of the same trends as Amazon. As an additional extra, Google Cloud has just hit an inflection point, its profitability now starting to hover. Although there is some concern about the impact of AI on its research activities on Google, the company adopts technology and does what it does best: the connection of consumers with traders. Meanwhile, the advantages that the strong distribution of alphabet and the rooted advertising network should not be underestimated.
Meta-platforms(Nasdaq: Meta) was at the forefront of the AI with its large language model (LLM). The company uses AI to keep users more committed to its social media applications, as well as to help advertisers create better campaigns and more specifically target potential customers. This leads to more inventory of advertisements and at higher prices of announcements, as its ads become more effective. In addition, the company has just started broadcasting advertisements on its popular WhatsApp messaging application, and it builds a new social media site, threads. This should offer the company a solid growth track to come.
Instead of building your own models, PALANTOUT Technologies (Nasdaq: PLTr) adopted a different approach to AI, essentially seeking to become the orchestration layer or the operating system, for technology. He does this by bringing down data from a wide range of sources and structuring them in an ontology that connects digital assets to their real world counterparts. This then allows its customers to use its platform to solve complex and real problems thanks to the use of AI. The platform can be used for many applications in all industries, which means that Palantir has a huge opportunity to come.
After bringing the software model as a dominant (SaaS) service, Dirty(NYSE: CRM) Now seeks to become the leader of agentic AI, where AI agents will come out and perform tasks with little or no human interaction. The company seeks to create a digital workforce by closely integrating its Agentforce platform, its data cloud solution, its applications and its metadata frame. Together, he thinks that this will allow agents to better understand the intention of customers and perform tasks more effectively. As a consumption -based solution, AI agents are a huge opportunity for the company.
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John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. Geoffrey Seiler has positions in alphabet and dirty. The Motley Fool has positions and recommends ASML, Advanced Micro Devices, Alphabet, Amazon, Apple, Intel, Meta Platforms, Nvidia, Palantant Technologies, Salesforce and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: Court August 2025 $ 24 calls Intel. The Word’s madman has a Disclosure policy.
