Without chips, where does SaaS come from?

Trevelyan
03-14


CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?

Which Stock Will Benefit From AI Race?
The AI sector is undoubtedly one of the hottest sectors in the market, which pushed SaaS stocks and chip stocks to go higher. Microsoft surged to a fresh record high after the company announced the launch of its latest AI assistant, Microsoft Copilot for Security. Adobe becomes the victim of AI development and plunged 11% in the extended trading. ----------------- Which AI stock is your TOP pick? Is it a software company that develops AI? Or is it a chip company that provides computing power?
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
2