Goldman Sachs Maps 3 Waves of AI Boom After Nvidia

  • Nvidia's Dominance Waning?: Goldman Sachs suggests the AI boom, fueled by Nvidia's stock rise, is entering a new phase.
  • Beyond Chipmakers: While Nvidia remains a player, the focus shifts to companies building the infrastructure for AI. The second phase includes manufacturers of AI-specific chips (e.g., AMD), cloud giants (e.g., Amazon Web Services, Microsoft Azure), and data center operators (e.g., Equinix).
  • AI in Action: The third phase sees software (e.g., Salesforce) and IT service providers (e.g., Accenture) that help businesses leverage AI to increase sales and efficiency coming to the fore.
  • The Long Game: Finally, the spotlight falls on companies employing AI for long-term gains, potentially including sectors like automation (e.g., UiPath) and drug discovery (e.g., BenevolentAI).

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