Nvidia, Microsoft Leading AI Revolution with Tech Set to Rally into Year-End: Wedbush

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Nvidia, Microsoft Leading AI Revolution with Tech Set to Rally into Year-End: Wedbush

seekingalpha09-30

In the mind of Wedbush Securities, NVIDIA Corp and Microsoft continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times...

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a4xrbj1
·10-01
Just check his past predictions and you know the guy is a clown (he wears clown jackets each time on tv). The AI bubble will burst as many players are totally overvalued and have no idea how to turn profitable, including OpenAI. No one wants to spend so much on AI for questions. AI services will be a commodity and who pays for all the chips, power (which is crazy high for AI) and infrastructure upgrades? Not the typical consumer when it's available for free from someone else.
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setia100
·09-30
Really ❓❓❓🤔
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Acc SGD-H","BK4543":"AI","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC"},"translate_title":"韦德布什：英伟达和微软引领人工智能革命，技术将在年底反弹","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.1,"MSFT":1.1},"content_text":"In the mind of Wedbush Securities,  NVIDIA Corp  and  Microsoft  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times between now and 2027.\"The supply chain is seeing unparalleled demand for AI chips led by the Godfather of AI Jensen and Nvidia and ultimately leading to this tidal wave of enterprise spending as AI use cases explode across the enterprise,\" analyst Dan Ives wrote in a note to clients. \"We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets built, with our estimates [showing] a $1 trillion of AI cap-ex spending is on the horizon [over] the next 3 years.\"AI gets 'top priority'AI related spending has increased spending across much of the tech supply chain, with generative AI projects in the enterprise are being launched on a regular basis, Ives said. This suggests that AI projects and initiatives around AI are getting \"top priority\" within many IT budgets for 2025, which may unlock a number of AI use cases not yet seen.\"While Nvidia and Microsoft are the core drivers of AI now we are seeing many other tech stalwarts join the AI Party including  Oracle, ServiceNow,  Palantir Technologies Inc.,  Salesforce.com,  Dell Technologies Inc., IBM,  Apple, AMD among others,\" Ives added. \"In a nutshell we believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in 2025 with this tech bull market just hitting its next phase led by the AI Revolution.\"For every $1 spent on Nvidia GPUs, there is a multiplier of $8 to $10 across the tech sector, Ives said. And while the company has changed the global landscape thanks to its GPUs,  Advanced Micro Devices  and others are catching up, just in time for the $1T of AI capex spending over the next few years.\"The cloud numbers and AI data points we are hearing from our field checks around Redmond,  Amazon.com, and  Alphabet  indicates massive enterprise AI demand is hitting its next gear as use cases explode across the enterprise landscape,\" Ives added.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":355207522226336,"gmtCreate":1727730164211,"gmtModify":1727776996991,"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"4140090365269462","authorIdStr":"4140090365269462"},"htmlText":"Just check his past predictions and you know the guy is a clown (he wears clown jackets each time on tv). The AI bubble will burst as many players are totally overvalued and have no idea how to turn profitable, including OpenAI. No one wants to spend so much on AI for questions. AI services will be a commodity and who pays for all the chips, power (which is crazy high for AI) and infrastructure upgrades? Not the typical consumer when it's available for free from someone else.","listText":"Just check his past predictions and you know the guy is a clown (he wears clown jackets each time on tv). The AI bubble will burst as many players are totally overvalued and have no idea how to turn profitable, including OpenAI. No one wants to spend so much on AI for questions. AI services will be a commodity and who pays for all the chips, power (which is crazy high for AI) and infrastructure upgrades? Not the typical consumer when it's available for free from someone else.","text":"Just check his past predictions and you know the guy is a clown (he wears clown jackets each time on tv). The AI bubble will burst as many players are totally overvalued and have no idea how to turn profitable, including OpenAI. No one wants to spend so much on AI for questions. AI services will be a commodity and who pays for all the chips, power (which is crazy high for AI) and infrastructure upgrades? Not the typical consumer when it's available for free from someone else.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355207522226336","repostId":2471801228,"repostType":2,"repost":{"id":"2471801228","kind":"highlight","pubTimestamp":1727700277,"share":"https://ttm.financial/m/news/2471801228?lang=&edition=fundamental","pubTime":"2024-09-30 20:44","market":"hk","language":"en","title":"Nvidia, Microsoft Leading AI Revolution with Tech Set to Rally into Year-End: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2471801228","media":"seekingalpha","summary":"In the mind of Wedbush Securities, Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market ","content":"<html><head></head><body><p>In the mind of Wedbush Securities,  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  and  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times between now and 2027.</p><p>&#34;The supply chain is seeing unparalleled demand for AI chips led by the Godfather of AI Jensen and Nvidia and ultimately leading to this tidal wave of enterprise spending as AI use cases explode across the enterprise,&#34; analyst Dan Ives wrote in a note to clients. &#34;We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets built, with our estimates [showing] a $1 trillion of AI cap-ex spending is on the horizon [over] the next 3 years.&#34;</p><h2 id=\"id_877054565\">AI gets &#39;top priority&#39;</h2><p>AI related spending has increased spending across much of the tech supply chain, with generative AI projects in the enterprise are being launched on a regular basis, Ives said. This suggests that AI projects and initiatives around AI are getting &#34;top priority&#34; within many IT budgets for 2025, which may unlock a number of AI use cases not yet seen.</p><p>&#34;While Nvidia and Microsoft are the core drivers of AI now we are seeing many other tech stalwarts join the AI Party including  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>,  <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>,  <a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>,  <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a>, <a href=\"https://laohu8.com/S/IBM\">IBM</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, AMD among others,&#34; Ives added. &#34;In a nutshell we believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in 2025 with this tech bull market just hitting its next phase led by the AI Revolution.&#34;</p><p>For every $1 spent on Nvidia GPUs, there is a multiplier of $8 to $10 across the tech sector, Ives said. And while the company has changed the global landscape thanks to its GPUs,  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and others are catching up, just in time for the $1T of AI capex spending over the next few years.</p><p>&#34;The cloud numbers and AI data points we are hearing from our field checks around Redmond,  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, and  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  indicates massive enterprise AI demand is hitting its next gear as use cases explode across the enterprise landscape,&#34; Ives added.</p></body></html>","source":"seekingalpha","collect":0,"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>Nvidia, Microsoft 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Securities,  NVIDIA Corp  and  Microsoft  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times...</p>\n\n<a href=\"https://seekingalpha.com/news/4154433-nvidia-microsoft-leading-ai-revolution-tech-set-to-rally-year-end-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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INC"},"source_url":"https://seekingalpha.com/news/4154433-nvidia-microsoft-leading-ai-revolution-tech-set-to-rally-year-end-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2471801228","content_text":"In the mind of Wedbush Securities,  NVIDIA Corp  and  Microsoft  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times between now and 2027.\"The supply chain is seeing unparalleled demand for AI chips led by the Godfather of AI Jensen and Nvidia and ultimately leading to this tidal wave of enterprise spending as AI use cases explode across the enterprise,\" analyst Dan Ives wrote in a note to clients. \"We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets built, with our estimates [showing] a $1 trillion of AI cap-ex spending is on the horizon [over] the next 3 years.\"AI gets 'top priority'AI related spending has increased spending across much of the tech supply chain, with generative AI projects in the enterprise are being launched on a regular basis, Ives said. This suggests that AI projects and initiatives around AI are getting \"top priority\" within many IT budgets for 2025, which may unlock a number of AI use cases not yet seen.\"While Nvidia and Microsoft are the core drivers of AI now we are seeing many other tech stalwarts join the AI Party including  Oracle, ServiceNow,  Palantir Technologies Inc.,  Salesforce.com,  Dell Technologies Inc., IBM,  Apple, AMD among others,\" Ives added. \"In a nutshell we believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in 2025 with this tech bull market just hitting its next phase led by the AI Revolution.\"For every $1 spent on Nvidia GPUs, there is a multiplier of $8 to $10 across the tech sector, Ives said. And while the company has changed the global landscape thanks to its GPUs,  Advanced Micro Devices  and others are catching up, just in time for the $1T of AI capex spending over the next few years.\"The cloud numbers and AI data points we are hearing from our field checks around Redmond,  Amazon.com, and  Alphabet  indicates massive enterprise AI demand is hitting its next gear as use cases explode across the enterprise landscape,\" Ives added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":355087919468752,"gmtCreate":1727700949799,"gmtModify":1727700954171,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3567852837945728","authorIdStr":"3567852837945728"},"htmlText":"Really ❓❓❓🤔","listText":"Really ❓❓❓🤔","text":"Really ❓❓❓🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355087919468752","repostId":2471801228,"repostType":2,"repost":{"id":"2471801228","kind":"highlight","pubTimestamp":1727700277,"share":"https://ttm.financial/m/news/2471801228?lang=&edition=fundamental","pubTime":"2024-09-30 20:44","market":"hk","language":"en","title":"Nvidia, Microsoft Leading AI Revolution with Tech Set to Rally into Year-End: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2471801228","media":"seekingalpha","summary":"In the mind of Wedbush Securities, Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market ","content":"<html><head></head><body><p>In the mind of Wedbush Securities,  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  and  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times between now and 2027.</p><p>&#34;The supply chain is seeing unparalleled demand for AI chips led by the Godfather of AI Jensen and Nvidia and ultimately leading to this tidal wave of enterprise spending as AI use cases explode across the enterprise,&#34; analyst Dan Ives wrote in a note to clients. &#34;We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets built, with our estimates [showing] a $1 trillion of AI cap-ex spending is on the horizon [over] the next 3 years.&#34;</p><h2 id=\"id_877054565\">AI gets &#39;top priority&#39;</h2><p>AI related spending has increased spending across much of the tech supply chain, with generative AI projects in the enterprise are being launched on a regular basis, Ives said. This suggests that AI projects and initiatives around AI are getting &#34;top priority&#34; within many IT budgets for 2025, which may unlock a number of AI use cases not yet seen.</p><p>&#34;While Nvidia and Microsoft are the core drivers of AI now we are seeing many other tech stalwarts join the AI Party including  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>,  <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>,  <a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>,  <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a>, <a href=\"https://laohu8.com/S/IBM\">IBM</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, AMD among others,&#34; Ives added. &#34;In a nutshell we believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in 2025 with this tech bull market just hitting its next phase led by the AI Revolution.&#34;</p><p>For every $1 spent on Nvidia GPUs, there is a multiplier of $8 to $10 across the tech sector, Ives said. And while the company has changed the global landscape thanks to its GPUs,  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  and others are catching up, just in time for the $1T of AI capex spending over the next few years.</p><p>&#34;The cloud numbers and AI data points we are hearing from our field checks around Redmond,  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, and  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  indicates massive enterprise AI demand is hitting its next gear as use cases explode across the enterprise landscape,&#34; Ives added.</p></body></html>","source":"seekingalpha","collect":0,"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>Nvidia, Microsoft 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.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\">\nNvidia, Microsoft Leading AI Revolution with Tech Set to Rally into Year-End: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-30 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4154433-nvidia-microsoft-leading-ai-revolution-tech-set-to-rally-year-end-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the mind of Wedbush Securities,  NVIDIA Corp  and  Microsoft  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times...</p>\n\n<a href=\"https://seekingalpha.com/news/4154433-nvidia-microsoft-leading-ai-revolution-tech-set-to-rally-year-end-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4581":"高盛持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4529":"IDC概念","BK4528":"SaaS概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4592":"伊斯兰概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc 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INC"},"source_url":"https://seekingalpha.com/news/4154433-nvidia-microsoft-leading-ai-revolution-tech-set-to-rally-year-end-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2471801228","content_text":"In the mind of Wedbush Securities,  NVIDIA Corp  and  Microsoft  continue to lead the artificial intelligence revolution and new evidence suggests that the AI infrastructure market could grow 10 times between now and 2027.\"The supply chain is seeing unparalleled demand for AI chips led by the Godfather of AI Jensen and Nvidia and ultimately leading to this tidal wave of enterprise spending as AI use cases explode across the enterprise,\" analyst Dan Ives wrote in a note to clients. \"We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets built, with our estimates [showing] a $1 trillion of AI cap-ex spending is on the horizon [over] the next 3 years.\"AI gets 'top priority'AI related spending has increased spending across much of the tech supply chain, with generative AI projects in the enterprise are being launched on a regular basis, Ives said. This suggests that AI projects and initiatives around AI are getting \"top priority\" within many IT budgets for 2025, which may unlock a number of AI use cases not yet seen.\"While Nvidia and Microsoft are the core drivers of AI now we are seeing many other tech stalwarts join the AI Party including  Oracle, ServiceNow,  Palantir Technologies Inc.,  Salesforce.com,  Dell Technologies Inc., IBM,  Apple, AMD among others,\" Ives added. \"In a nutshell we believe the stage is set for tech stocks to move 10%+ higher into year-end and another 20% in 2025 with this tech bull market just hitting its next phase led by the AI Revolution.\"For every $1 spent on Nvidia GPUs, there is a multiplier of $8 to $10 across the tech sector, Ives said. And while the company has changed the global landscape thanks to its GPUs,  Advanced Micro Devices  and others are catching up, just in time for the $1T of AI capex spending over the next few years.\"The cloud numbers and AI data points we are hearing from our field checks around Redmond,  Amazon.com, and  Alphabet  indicates massive enterprise AI demand is hitting its next gear as use cases explode across the enterprise landscape,\" Ives added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}