4 AI Powerhouses Set to Dominate 2025 - Are You In?

Zacks12-12

As artificial intelligence (AI) continues its transformative march across industries, 2025 is poised to be a watershed year where AI is set to transition from experimental technology to an ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2491339621?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/VPtGdIq46lP8Td98dFgf1g--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/2162cd9996b4a7c90562ca9687fe6213","is_english":true,"pubTime":"2024-12-12 23:03","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2491339621","market":"us","top_or_hot":-1,"title":"4 AI Powerhouses Set to Dominate 2025 - Are You In?","media":"Zacks","content":"<div>\n<p>As artificial intelligence (AI) continues its transformative march across industries, 2025 is poised to be a watershed year where AI is set to transition from experimental technology to an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/4-ai-powerhouses-set-dominate-150300241.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 AI Powerhouses Set to Dominate 2025 - Are You In?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 AI Powerhouses Set to Dominate 2025 - Are You In?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-12 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/4-ai-powerhouses-set-dominate-150300241.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As artificial intelligence (AI) continues its transformative march across industries, 2025 is poised to be a watershed year where AI is set to transition from experimental technology to an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/4-ai-powerhouses-set-dominate-150300241.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"3NVD.UK","symbol_name":"LS 3X NVIDIA","start_time":0,"source_url":"https://finance.yahoo.com/news/4-ai-powerhouses-set-dominate-150300241.html","article_id":"2491339621","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/VPtGdIq46lP8Td98dFgf1g--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/2162cd9996b4a7c90562ca9687fe6213"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2491339621","pubTimestamp":1734015780,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"As artificial intelligence  continues its transformative march across industries, 2025 is poised to be a watershed year where AI is set to transition from experimental technology to an indispensable business driver.Four companies have emerged as pivotal players to capitalize on the AI revolution: Fortinet FTNT, Taiwan Semiconductor Manufacturing Company TSM, Palantir Technologies PLTR and NVIDIA NVDA. As AI integration becomes increasingly critical across industries, these tech titans are positioning themselves at the intersection of hardware, security and data analytics.The interplay between these companies reveals interesting market dynamics. TSM's manufacturing capabilities are crucial for NVIDIA's hardware dominance, while Fortinet's security solutions protect the infrastructure running Palantir's AI platforms. This interconnected ecosystem suggests that success for one player often reinforces others' market positions.AI Revolution 2025: Beyond Chatbots to Autonomous Intelligence","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","BK4527":"明星科技股","03145":"华夏亚洲高息股","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","SG9999002232.USD":"Allianz Global High Payout USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","PLTR":"Palantir Technologies Inc.","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006","AIP":"Arteris, Inc.","FTNT":"飞塔信息","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","TSM":"台积电","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDA":"英伟达","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","CAGR":"California Grapes International, Inc.","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4532":"文艺复兴科技持仓","2NVD.UK":"2X NVIDIA ETP","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4585":"ETF&股票定投概念","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD"},"translate_title":"4家人工智能巨头将在2025年占据主导地位——你加入了吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIP":1,"PLTR":1,"CAGR":1,"FTNT":1,"NVDA":1,"TSM":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"03145":0.6},"content_text":"As artificial intelligence (AI) continues its transformative march across industries, 2025 is poised to be a watershed year where AI is set to transition from experimental technology to an indispensable business driver. Four companies have emerged as pivotal players to capitalize on the AI revolution: Fortinet FTNT, Taiwan Semiconductor Manufacturing Company TSM, Palantir Technologies PLTR and NVIDIA NVDA. As AI integration becomes increasingly critical across industries, these tech titans are positioning themselves at the intersection of hardware, security and data analytics.The interplay between these companies reveals interesting market dynamics. TSM's manufacturing capabilities are crucial for NVIDIA's hardware dominance, while Fortinet's security solutions protect the infrastructure running Palantir's AI platforms. This interconnected ecosystem suggests that success for one player often reinforces others' market positions.\nAI Revolution 2025: Beyond Chatbots to Autonomous Intelligence\nThe artificial intelligence landscape is experiencing unprecedented transformation, marked by a substantial increase in generative AI adoption among business leaders from 55% to 75%, in the past year. This growth coincides with the emergence of Agentic AI, representing a fundamental shift from reactive to proactive systems capable of autonomous decision-making and continuous learning. These systems can now operate with minimal human oversight while maintaining the ability to seek human intervention when necessary.Cross-sector implementation is gaining momentum, particularly in the healthcare, automotive, telecommunications and retail industries. These sectors are distinguished by their innovative integration of foundation models with proprietary datasets, enabling context-aware AI solutions. In healthcare specifically, AI systems are evolving beyond basic data analysis to actively contribute to treatment planning and complication prediction.The industry's focus on resource efficiency has become paramount as AI workloads expand. Organizations are investing in sustainable infrastructure solutions, including zero-water cooling systems and carbon-neutral energy sources, addressing the growing environmental impact of AI operations. Simultaneously, the development of sophisticated testing frameworks has enhanced the ability to detect and mitigate AI hallucinations, ensuring system reliability and security as autonomous capabilities increase.Scientific research has experienced remarkable acceleration through AI integration, particularly in drug discovery, materials science and climate modeling. The combination of advanced reasoning capabilities with specialized domain knowledge is catalyzing breakthroughs at unprecedented rates. This progress highlights AI's evolution into an augmentative force rather than a replacement technology, with organizations discovering optimal value in hybrid workflows that leverage both AI capabilities and human expertise.The maturation of the AI landscape reflects a shift from basic implementation questions to sophisticated integration strategies. Organizations are now focused on maximizing AI's impact while ensuring responsible deployment, indicating a transition to an era where artificial intelligence serves as a fundamental partner in business operations and innovation. This evolution suggests a future where the successful integration of AI technologies will become a critical differentiator for organizational success.\nFortinet's AI-Driven Security Evolution in 2025\nFortinet is positioning itself at the forefront of AI-powered cybersecurity innovation with a comprehensive expansion of its generative AI capabilities. By strategically integrating FortiAI across seven key products, the company is enhancing its ability to detect, investigate and respond to emerging cyber threats with unprecedented efficiency. This Zacks Rank #1 (Strong Buy) company’s AI-driven security solutions demonstrate particular strength in automating complex security operations while improving real-time threat detection accuracy. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe integration of advanced behavioral analytics and predictive capabilities within their core security infrastructure, combined with automated response mechanisms, positions Fortinet to address the evolving challenges of modern cybersecurity landscapes. This strategic enhancement of their product portfolio reflects a deep understanding of the growing need for intelligent and automated security operations in an increasingly complex threat environment.The company's guidance remains strong, with projected fourth-quarter revenue growth of 12% and full-year service revenue growth of 19%. With robust free cash flow margins of 38% and continued market share gains in a $284 billion total addressable market, Fortinet presents a compelling investment opportunity. The Zacks Consensus Estimate for the company's 2024 and 2025 EPS suggests growth of 36.81% and 5.32% from the year-ago period to $2.23 and $2.35 per share, respectively. The company’s shares have returned 67.5% in the year-to-date period.\nImage Source: Zacks Investment Research\nTSM's Strategic AI Manufacturing Leadership in 2025\nTSM is cementing its position as the cornerstone of global AI chip manufacturing through its groundbreaking technological advancements and strategic market positioning. This Zacks Rank #1 company's dominance in 3nm and 5nm process nodes, coupled with the development of revolutionary 2nm technology promising 30% power efficiency gains, demonstrates its unparalleled innovation capacity. With AI and high-performance computing now representing more than 51% of revenues, TSM's manufacturing excellence is driving the AI revolution, supported by partnerships with tech giants like NVIDIA, Broadcom and Apple.\nThe expected tripling of AI server processor demand by late 2024 positions TSM at the epicenter of the AI computing boom, while its forward-thinking investment in advanced manufacturing capabilities ensures sustained leadership in powering next-generation AI applications and data centers.The Zacks Consensus Estimate for the current and next year also depicts continued growth momentum for Taiwan Semiconductor. Earnings in 2024 and 2025 are expected to grow 34.56% and 27.23% from the year-ago period to $6.97 and $8.86 per share, respectively. The company’s shares have returned 87.1% in the year-to-date period.\nImage Source: Zacks Investment Research\nPLTR Architecture’s Enterprise AI Revolution in 2025\nPalantir is revolutionizing the AI solutions landscape through its sophisticated dual-market strategy and innovative platform capabilities. This Zacks Rank #2 (Buy) company's Artificial Intelligence Platform (AIP) is driving remarkable growth, evidenced by a 54% surge in U.S. commercial revenues and a robust 40% increase in government sector revenues in third-quarter 2024. Palantir's strategic shift to a modular sales approach, combined with its successful AIP boot camps reaching more than 1,000 companies, has significantly expanded its commercial footprint while maintaining its strong government partnerships.\nThe company's impressive 183% year-over-year operating income growth and 900-basis-point improvement in adjusted operating margin demonstrate the effectiveness of its AI-focused business model. This balanced expansion across both commercial and government sectors positions Palantir as a pivotal force in shaping the future of enterprise AI solutions.The Zacks Consensus Estimate for the company's 2024 and 2025 EPS suggests growth of 26.67% and 24.28% from the year-ago period to 38 cents and 47 cents per share, respectively. The company’s shares have returned 322.3% in the year-to-date period.\nImage Source: Zacks Investment Research\nThe AI Revolution: NVIDIA’s Core Growth Engine for 2025\nNVIDIA’s meteoric rise is anchored in its leadership in AI, particularly generative AI. As businesses increasingly adopt AI to boost productivity, demand for NVIDIA’s advanced graphic processing units (GPUs), which power these applications, has surged. According to Fortune Business Insights, the global generative AI market is projected to skyrocket to $967.6 billion by 2032 at a compound annual growth rate (CAGR) of 39.6% from 2024. This rapid expansion makes NVIDIA’s GPUs indispensable for companies investing in AI infrastructure.NVIDIA’s cutting-edge technology delivers unmatched computational power, enabling large-scale AI models to perform intricate calculations. With generative AI applications spanning industries, such as healthcare, automotive and manufacturing, this Zacks Rank #2 company is positioned to dominate this space for years.The Zacks Consensus Estimate for NVIDIA’s fiscal 2025 and 2026 revenues and earnings points to sustained growth, reflecting confidence in the company’s market leadership across multiple sectors, including gaming, automotive and professional visualization. Earnings of fiscal 2025 and 2026 are expected to grow 125.38% and 41.16% from the year-ago period to $2.93 per share and $4.14 per share, respectively. The company’s shares have returned 181.3% in the year-to-date period.\nImage Source: Zacks Investment Research\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nFortinet, Inc. (FTNT) : Free Stock Analysis Report\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491339621"}