Judul : Analyst DAN IVES: AI Bubble Fears Shatter – Who’s Winning, Who’s Left Behind
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Analyst DAN IVES: AI Bubble Fears Shatter – Who’s Winning, Who’s Left Behind
All remaining questions regarding the potential of artificial intelligence should have been resolved by Tuesday's impressive financial results from the semiconductor company Nvidia.
A U.S. technology company not only surpassed Wall Street's forecasts but completely overwhelmed them, exceeding its third-quarter financial expectations by over two billion dollars and its fourth-quarter estimates by an even greater margin.
This demonstrates – despite a recent decline in AI-related stock prices – that theAIRevolution is here. Indeed, we are experiencing the genuine emergence of the Fourth Industrial Revolution, with Nvidia—guided by visionary AI pioneer Jensen Huang—driving its progress.
I have worked as a technology analyst for almost three decades. I witnessed the internet boom grow through excitement and panic in 1996, and later collapse in 1999, resulting in the loss of approximately five trillion dollars in invested funds.
But this is not a 1999 situation.
Here's why…
My company, Wedbush Securities, where I serve as the global head of tech research, monitors companies that have started incorporating AI into their operations. We've discovered that only three percent of U.S. firms have begun exploring the AI route. Globally, only one percent of companies are currently on the AI journey.
Meanwhile, companies that have implemented AI are already demonstrating favorable outcomes.
This week, Walmart dispelled concerns about a slowing US economy by announcing robust third-quarter sales, which increased by 5.8 percent compared to the previous year, and it also upgraded its annual forecast. The discount retailer is making significant investments in AI to develop tailored shopping experiences.
Consider the AI-driven data analytics firm Palantir. Only two years back, Palantir did not have any commercial operations. Now, it is on track to reach one billion dollars in revenue, even without entering the consumer market.
By 2030, I anticipate that 20 percent of vehicles will be self-driving. Businesses spanning numerous industries will discover innovative applications for artificial intelligence. At the same time, the value derived from AI investments is already evident.
The potential for this business to expand is incredible.
In the near term, I anticipate that Nvidia will join the $6 trillion market capitalization club within the next 12 to 18 months. Looking ahead, I expect Nvidia to be in the third year of a 10-year upward trend. It will take decades to fully establish the infrastructure for this AI transformation – and Nvidia's chips are currently the sole option available.
Here's another point to think about: Wedbush believes that each dollar spent on an Nvidia chip generates an eight to ten times return, while major technology companies' capital spending might reach between $550 billion and $600 billion in 2026 alone.
In other words, while the world's leading technology companies invest billions of dollars in Nvidia, they are allocating up to ten times that amount to software, infrastructure, and data centers that support their technology.
A growing technological wave will benefit everyone.
Now, that doesn't mean they aren't issues.
It is accurate that a limited number of companies have controlled the AI market, and naturally, there are concerns about valuations. However, the Tech Bulls have overlooked every transformative technology stock in the past two decades.
Nvidia's performance has demonstrated that the event is in full swing. I received the invitation at 9pm. It's now 10:30pm, and the party is still going strong until four in the morning, but the skeptics will continue to observe from the front window.
In conclusion, take a moment to feel proud as a nation. For the first time in three decades, the United States is surpassing China in the technological competition, with American firms such as Nvidia, Microsoft, Google, OpenAI, Palantir, and Oracle striving to gain greater global market presence.
I prefer it no other way.
Read more- Is Nvidia's rising success going to burst the AI bubble, or does it signal a brilliant new era for investors?
- Is the concern about an "AI bubble" exaggerated, given Nvidia's impressive $57 billion in sales driving a worldwide stock market upswing?
- With Nvidia's rapid growth showing no signs of decelerating, could the AI-powered stock market powerhouse be on the verge of a downturn?
- Is a $200 Billion Revenue Increase by Nvidia a Rare Occurrence or the Beginning of an AI Transformation?
- Is Nvidia, the AI leader, set to make 2025 the most lucrative year in its history?
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