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June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

AI Begins And Ends With Nvidia

Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry.  In fact, only a few vendors have shown significant profits in AI:

Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote: