After Nvidia’s Blowout Guidance, Here Is the Percent of Revenue Other Companies Will Get From AI This Year

Dow Jones2023-05-29

Nvidia’s blowout quarter has analysts scurrying to re-evaluate the impact of artificial intelligence on revenue.

Analysts at JPMorgan put together this chart, showing the percentage of revenue likely to come from AI this year.

Nvidia clearly leads, at up to 60%, but there are several in the 10% region: Broadcom, Marvell, Micron and Zhongji Innolight.

Estimated 2023 revenue from artificial intelligence. JPMORGAN

The note, from JPMorgan analysts led by Gokul Hariharan, points out that direct AI related exposure is small for most Asian tech companies, but investors will start pricing in that potential. Its picks in Asia with higher exposure to AI are Unimicron, Aspeed, Quanta, Chroma, Elite Material, Taiwan Semiconductor Manufacturing, SK Hynix, and Zhongji Innolight.

Taiwan’s TAIEX, home to many of these companies, outperformed other Asian bourses on Thursday.

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