These companies have invested billions in AI and will likely see major gains from the industry in the coming years.Despite a surge of growth since the beginning of last year, the artificial intelligence (AI) market remains a compelling investment opportunity. The industry was worth $200 billion in 2023 and is racing past that figure, expanding at a compound annual growth rate of 37% and projected to achieve just under $2 trillion in spending by 2030. As a result, companies and investors will likely continue ...

文章核心观点 - 人工智能(AI)技术将带来新的服务,这些服务将成为人们无法想象生活中缺失的一部分 [1] - 及早投资于推动AI突破的公司,可能在未来几年获得出色的回报 [1] SoundHound AI - SoundHound AI是一家有前景的AI股票,市值仅18亿美元,但其语音AI技术需求激增 [2] - SoundHound的过去两年营收从2000万美元飙升至5500万美元,最新一季度同比增长54% [2] - 语音助手将是未来AI技术取得重大突破的领域,SoundHound正在成为该细分领域的领导者 [2] - SoundHound与英伟达合作,为其Drive平台提供车载语音技术 [2] - SoundHound与汽车和餐饮行业多家公司达成合作,验证了其AI能力 [3] - SoundHound最近收购了企业AI软件领导者Amelia,将拓展至零售、金融服务和医疗等新行业 [3] - 尽管SoundHound仍在亏损,但调整后净亏损已从第一季度的2000万美元收窄至第二季度的1500万美元 [3] - 管理层预计SoundHound的营业利润率长期将达到30%以上的软件公司水平 [3] Advanced Micro Devices (AMD) - 未来企业和消费者将越来越需要高性能计算芯片来训练AI模型和运行AI软件,这是AMD这样的半导体供应商的重大增长机会 [4] - AMD是个人电脑处理器和图形处理单元(GPU)的领先供应商,也服务于数据中心、游戏主机和其他企业市场 [4] - 尽管其他市场如游戏和嵌入式处理器收入有所下降,但AMD今年在个人电脑芯片和数据中心市场需求强劲 [4] - AMD最近以49亿美元收购了AI基础设施领导者ZT Systems,这将有助于补充其芯片业务,增强其AI解决方案 [5] - 随着企业升级现有数据中心基础设施并建设更多新设施,对AI芯片的需求将在未来几年内爆发式增长 [5] - AMD是一家盈利公司,过去12个月净收入达13亿美元,年收入23亿美元,是一只相对安全的长期增长股票 [5] - 华尔街分析师预计AMD未来几年每股收益将以年复合43%的速度增长,这可能带来出色的投资回报 [5]

JHVEPhoto Advanced Micro Devices, Inc.'s (NASDAQ:AMD) better-than-expected Q2 earnings did not deliver a good bullish run in the stock. The sentiment around the stock has improved, but Wall Street is still waiting to see if the company can deliver on its promises. The company beat revenue estimate by $113 million and EPS estimate by 1 cent in the recent earnings. However, the bigger news was the announcement of the stronger growth trajectory for Data Center GPUs. AMD has increased the 2024 revenue estimate ...

It has been about a month since the last earnings report for Advanced Micro Devices (AMD) . Shares have added about 1.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Advanced Micro due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. AMD Q2 Earnings Beat Estimates, ...

Investors have rallied behind chip stocks amid advancements in artificial intelligence (AI). Sector leader Nvidia (NVDA) is up almost 150% since the start of 2024, and the VanEck Semiconductor ETF (SMH) sports a 39.3% year-to-date lead. Advanced Micro Devices Inc (NASDAQ:AMD) stock is brushing off NVDA's post-earnings drop, up 1.2% at $148.11 at last glance, but multiple bear signals suggest trouble lies ahead.Schaeffer's Senior Quantitative Analyst Rocky White just released his list of worst S&P 500 Index ...

Super Micro Computer and Advanced Micro Devices are well positioned, and they don't look overpriced.Many stocks tied to artificial intelligence have experienced significant price action over the last year. Some surged to all-time highs and kept moving higher, while others pulled back as investors tempered their expectations about the future.Although many AI stocks will not experience massive surges, some are well-positioned for considerable growth. Investors seeking those with the potential for such increas ...

会议主要讨论的核心内容 公司战略 - 公司通过收购ZT Systems来加强系统设计能力,以优化从硅片到系统的整体性能 [6][7][8] - 公司希望通过系统优化来缩短上市时间,提供更优化的AI解决方案 [9][13][18] - 公司不会与现有合作伙伴竞争,而是提供更优化的参考设计,帮助他们更好地满足客户需求 [20][21] AI加速器产品 - 公司的MI300系列AI加速器在性能和能效方面具有领先优势,并持续推出新一代产品 [30][31][32][35][36][37] - 公司将采用年度更新迭代的策略,持续提升性能和能效 [33][34][36][37] - 公司在推动软件生态方面也在持续投入,确保软硬件协同优化 [40][41][42][43] EPYC服务器CPU - 公司的EPYC服务器CPU在虚拟化、云原生等场景下具有明显的性价比优势 [59][60][61][62][63][64][65][66][67] - 公司针对不同工作负载推出了多样化的EPYC产品,满足客户需求 [65][66][67] - 公司在x86架构和ARM架构上都有布局,根据客户需求提供最佳解决方案 [74][75][76][77][78] PC市场 - 公司正在PC市场推出支持AI加速的新一代处理器,提升PC的AI能力 [80][81][82][83][84][85] - 初期高端AI PC会有较高价格,但随着技术进步,AI功能将逐步普及到全线产品 [85]

文章核心观点 - 半导体公司如英伟达和AMD在人工智能领域取得了巨大成功,其股价也随之大涨 [2][3] - AMD正在快速扩张人工智能业务,在GPU和CPU等多个领域取得进展,有望在未来10年内赶超英伟达的市值 [4][7][8][10][11] - AMD的人工智能业务增长迅速,第二季度收入大涨,吸引了微软、Meta和甲骨文等科技巨头成为客户 [5][6][8] - 根据分析,AMD未来10年有望实现1200%的股价增长,达到3万亿美元的市值 [12][34] 行业分析 - 半导体行业受益于人工智能等新兴技术的发展,成为科技投资的热点 [2] - 人工智能CPU市场规模预计到2030年将达到4100亿美元,年复合增长率29% [10] - 人工智能驱动的PC市场预计到2025年将占全球PC出货量的40%,年复合增长率44% [11] 公司分析 - AMD在CPU市场份额从2017年的18%上升到2022年的34%,持续从英特尔手中抢占市场份额 [10] - AMD通过收购服务器制造商ZT Systems,加快了其人工智能GPU的规模化部署 [7] - AMD在人工智能领域的布局包括GPU、CPU等多个方向,为未来发展奠定了基础 [9][10][11]

AMD's latest planned acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.In this podcast, Motley Fool analyst Asit Sharma and host Dylan Lewis discuss:Why AMD is spending $4.9 billion on ZT Systems, and what the company's rack-scale ambitions look like.General Motors' plans to lay off over 1,000 employees, and why it might be AI-driven.The questions that company leadership and boards should be asking as they think about AI, and two companies that have ...

These AI-powered stocks have sustainable competitive advantages to help them generate blockbuster returns.Investing in artificial intelligence (AI) stocks has picked up steam in the past couple of years. Companies across industries are increasingly opting for advanced AI technologies to generate cost efficiencies and improve productivity and decision-making. Subsequently, many of these companies expect to see an increase in topline revenues and bottom-line earnings in the coming years.Still, stock investors ...