Enthusiastic cheers for the intense desire among Nvidia and other companies, a passionate push in the industry.
In the ever-evolving tech landscape, one sector that's making waves is Artificial Intelligence (AI). DER AKTIONÄR headlined last week that tech is indeed rocking, and the AI megatrend is a significant part of this movement.
The global AI market is currently experiencing a boom and is projected to grow exponentially over the next 5-10 years. Valuations could reach trillions globally by 2030, marking a potential 5x growth from its current state[1][2][4]. This growth is driven by widespread adoption across industries, massive investments from tech giants and governments, and the proliferation of AI applications such as generative AI, machine learning, and agentic AI[3][5].
This AI boom is translating into unprecedented demand for AI computing power, which in turn is fueling growth in the chip market, particularly semiconductors used for AI computation (e.g., GPUs, FPGAs, AI accelerators)[3]. Major tech companies like Microsoft, Alphabet, Amazon, and Meta are collectively spending hundreds of billions annually on AI technologies and infrastructure, a significant portion of which goes towards the procurement and development of advanced chips[3].
The hardware segment within the AI ecosystem is a key growth area, benefiting chip manufacturers who produce mass chips tailored to AI applications[2][3]. AI innovation and infrastructure buildouts (e.g., data centers, edge computing) are further amplifying chip demand as AI workloads become more computationally intensive[3][5].
DER AKTIONÄR is offering a subscription for €9.95 per month, granting access to a wealth of insightful content about this dynamic industry. Subscribers can securely log in to access the content, and non-subscribers can purchase a subscription to join this exciting journey.
Whether you're an investor, a tech enthusiast, or simply curious about the future, the AI boom presents a fascinating opportunity. Stay informed and stay ahead with DER AKTIONÄR.
Technology, driven by artificial-intelligence (AI), is causing a significant surge in the chip market, particularly semiconductors used for AI computation. Major tech companies are spending hundreds of billions annually on AI technologies and infrastructure, a substantial portion of which goes towards procuring and developing advanced chips.
