The artificial intelligence (AI) business is expanding beyond semiconductors and into infrastructure, data centers, software, inference capabilities, and more. Tejas Dssais, Assistant Vice President and Research Analyst of Global Market dominance to discuss the evolving AI landscape.
“Over the last couple of years, I think big tech has had significant evidence of success in artificial intelligence,” he told Yahoo Finance. Dssais notes that clear investment value continues to drive growth, benefiting semiconductor industry leaders like Nvidia (NVDA) and other chip and infrastructure companies.
Although the concentration of investment among large companies may eventually slow, Dssais believes that will not happen in 2025. He cites Nvidia’s upcoming Blackwell chip, which promises improved efficiency and the necessary computing power.
“AI infrastructure is maturing,” he explains, predicting that current infrastructure investments will shift toward AI inference as use cases expand by 2030.
Although Nvidia maintains its market leadership, Dssais identifies Broadcom (AVGO), Advanced micro-devices (AMD), and Marvell (MRVL) as potential market share gainers.
“Our advice to investors would be: if Nvidia has worked for you so far, great, but you need to zoom out and focus on the broader AI infrastructure and data center landscape and really seek to expose yourself to that dynamic,” he says. .
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This message was written by Angel Smith