Nvidia is ‘the clear AI leader’, says Analyst
12.6 هزار بار بازدید -
6 ماه پیش
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Chip giant Nvidia (NVDA) has
Chip giant Nvidia (NVDA) has been at the center of the market rally, reaching record highs in February. However, as more investment is poured into AI, some fear the potential for a bubble to form.
Citi Head of US Semiconductor Research Chris Danely joins Yahoo Finance to share his perspective about the AI sector's continued room for growth, despite the fact that AI hardware like semiconductors historically experiences cyclical growth.
Danely is particularly bullish on semiconductors, sharing his top pick within the sector: "We've all identified Nvidia as the clear AI leader. I guess in this sort of instantaneous market, they're almost yesterday's news in terms of AI. What we think is going to be the next group of semiconductors or product of semiconductors that's going to have the AI mentioning is going to be memory and specifically DRAM. So, clearly, there's a lot of graphics chips going into it, clearly there's a lot of ethernet chips that Broadcom (AVGO) makes...We think that's the next positive catalyst for the AI market, but you're just starting to see memory come into play as, wow, we need more of this, this is in shortage, and Micron (MU) is the top pick on the DRAM space for us.
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#nvidia #ai #yahoofinance
Citi Head of US Semiconductor Research Chris Danely joins Yahoo Finance to share his perspective about the AI sector's continued room for growth, despite the fact that AI hardware like semiconductors historically experiences cyclical growth.
Danely is particularly bullish on semiconductors, sharing his top pick within the sector: "We've all identified Nvidia as the clear AI leader. I guess in this sort of instantaneous market, they're almost yesterday's news in terms of AI. What we think is going to be the next group of semiconductors or product of semiconductors that's going to have the AI mentioning is going to be memory and specifically DRAM. So, clearly, there's a lot of graphics chips going into it, clearly there's a lot of ethernet chips that Broadcom (AVGO) makes...We think that's the next positive catalyst for the AI market, but you're just starting to see memory come into play as, wow, we need more of this, this is in shortage, and Micron (MU) is the top pick on the DRAM space for us.
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: Twitter: YahooFinance
Instagram: https://www.instagram.com/yahoofinanc...
TikTok: https://www.tiktok.com/@yahoofinance?...
Facebook: Facebook: yahoofinance
LinkedIn: LinkedIn: yahoo-finance
#nvidia #ai #yahoofinance
6 ماه پیش
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