Artificial Intelligence (AI) investing is what currently supports the market. A large sum of money is spent on creating AI computing infrastructure, and many companies are useful for this cost trend.
Investors can ensure that they do not transfer to Hype when choosing a shareholder in terms of costs.
I have five shares that meet these criteria, and each now looks like a great investment.
Since the beginning of the AI arms racing, many companies have been expected to have the winners taking into account their products. The market appeared correctly because of the way Nvidia (NASDAQ: NVDA)Is it Broadcom (Nasdaq: Avgo)and Taiwan semiconductor (NYSE: TSM) Everyone provided an impressive return. However, they are not yet completed.
NVIDIA graphics processing units (GPU) have caused almost all AI workloads that investors know today. Demand for GPU goes beyond the supply, so many of the largest NVIDIA customers are closely working with the company to report their future demand years in advance. So, when NVIDIA leadership talks about industrial growth, investors should listen.
NVIDIA expects that by 2030 The Capital of the World Data Center will raise between $ 3 trillion to $ 4 trillion. This is an extraordinary growth from today (Nvidia estimates that the Big Four Hypercalers will spend about $ 600 billion in 2025) and shows that AI computing infrastructure will be discontinued from more than $ 600 billion) and shows that AI computing infrastructure stopped by more than $ 600 billion) and shows that the accumulation of the calculation infrastructure will be from more than $ 600 billion).
This clearly turns NVIDIA, but it is also well suited for Broadcom and Taiwan for semiconductors.
Broadcom manufactures the connection switches of these calculation data centers to allow users to sew the information that is calculated in several computing blocks. However, another area where Broadcom is experiencing significant growth is its custom AI accelerators, which she creates in collaboration with end users. This is a direct challenge for the advantage of NVIDIA GPU, although both products will continue to be used in the future. For many companies that want to reduce NVIDIA, Broadcom is one that needs to be monitored in the next few years to reduce the cost of creating a data center.
Finally, no company can produce a real chip that enters these products. Thus, they convey the work to the world leading chip foundry Taiwan semiconductor. TSMC does not care about which company has the most computing units in data centers around the world; You just care that the chips they use are derived from its factories, so there is a neutral player in the arms race. Although the Taiwan semiconductor may not have Nvidia or Broadcom upside down, he also has no negative side. This makes the safe choice to exploit all AI costs, and this is one of my most popular shares to buy now.