Ives表示，与人工智能相关的支出推动了科技供应链的大部分支出，企业中的生成式人工智能项目正在定期启动。这表明，与人工智能相关的项目和计划将在2025年IT预算中处于“首要地位”，这可能会解锁许多尚未见过的人工智能用例。Nvidia (NVDA.US) and Microsoft (MSFT.US) continue to lead the artificial intelligence (AI) revolution.
According to Wisdom Financial News APP, in the view of Wedbush Securities, Nvidia (NVDA.US) and Microsoft (MSFT.US) continue to lead the artificial intelligence (AI) revolution. New evidence suggests that from now until 2027, the artificial intelligence infrastructure market may grow tenfold.
Wedbush analyst Dan Ives stated: "Under the leadership of the AI father Huang Renxun and Nvidia, supply chain demand for AI chips is unprecedentedly high. With the explosive growth of AI use cases in enterprises, it will eventually trigger a wave of corporate spending. We believe that with the establishment of the next generation of AI infrastructure, the opportunity in the entire AI infrastructure market may grow tenfold from now until 2027. We estimate that AI capital spending will reach 1 trillion dollars in the next 3 years."
Ives stated that AI-related spending is driving most of the technology supply chain expenditure, with generative AI projects in enterprises launching regularly. This indicates that AI-related projects and initiatives will be a 'top priority' in IT budgets for 2025, potentially unlocking many AI use cases never seen before.
Ives added: "Although Nvidia and Microsoft are currently at the core of AI, we see many other tech giants joining the AI camp, including Oracle (ORCL.US), ServiceNow (NOW.US), Palantir (PLTR.US), Salesforce (CRM.US), Dell (DELL.US), IBM (IBM.US), Apple (AAPL.US), AMD (AMD.US) and more." "In short, we believe that as the AI revolution led by Nvidia and Microsoft enters the next stage, tech stocks in the U.S. stock market will rise by more than 10% by the end of the year, and will rise by another 20% in 2025."
Ives mentioned that for every $1 spent on Nvidia GPUs, the entire technology industry generates a multiplier effect of $8 to $10. While Nvidia has changed the global landscape with its GPUs, AMD and other companies are catching up, right in time for the wave of 1 trillion dollars in AI capital spending in the coming years.
Ives further commented: "Our research indicates that with the explosive growth of use cases across the entire enterprise sector, the demand for large-scale enterprise AI is entering the next stage."