Which AI heavyweight will hit $4 trillion first?
The first 4 trillion dollar company continues to be a company.
Artificial-Zeka heavy weights Microsoft and Nvidia continue to fight to become the most valuable company in the world with its market value after exceeding the $ 3 trillion kilometer stone last year.
This month, Microsoft removed Nvidia as the most valuable company, but Nvidia He won his title on Wednesday. Shares on Thursday obscene Four -day winning line and $ 155,02 records. This put Nvidia’s market value in front of Microsoft’s $ 3,782 trillion in front of $ 3,697 trillion.
Now, it’s just a matter that reaches $ 4 trillion. Wedbush analysts say we’ll learn soon.
“We believe that both Nvidia and Microsoft will reach the market value club of $ 4 trillion this summer, and the focus will be on the club of $ 5 trillion for the next 18 months,” the analysts said on Friday.
They call NVIDIA and Microsoft as the so -called poster children of the AI Revolution and “represents the largest technology transformation for more than 40 years”.
After all, Nvidia’s important output was dreams for AI fans. Interest in AI reached new peaks when I was released in late 2022, and NVIDIA’s powerful graphic processing units emerged as a solution to strengthen technology. Today, it is considered as a preferred chip manufacturer for hyperscalers, including NVIDIA, Microsoft.
Nvidia stands in the forefront: “The only game with new gold and oil with its chips in the city.” The dominance of the company enabled CEO Jensen Huang to have the best sea bass and perspective to discuss the general institutional AI demand ”.
Microsoft’s AI story was equally challenging for bulls. Once known for the Windows Operating System and Microsoft Office Suite, the company has re -branded itself in a AI organization. Azure, Microsoft’s flagship Cloud computing platformIt offers a range of tools that allow developers to create and distribute AI applications.
The foundations in the field of cloud computing are a key advantage in addition to other hyper scales, such as alphabet: the need for cloud calculation is expected to grow as the adoption of AI, a powerful technology.
As more AI usage is defined, the Wedbush team is waiting for the Amazon Web Services and Google Cloud Platform to “get AI chips, create AI service offers and sell these services to their own soles”.
Nvidia shares rose by 1.3% on Friday to $ 157.11. Wedbush maintains a better rating and $ 175 price target for stocks.
Microsoft was flat for $ 497,67. The company performs Microsoft better at a target price of $ 600.
Wedbush fund consultants Dan Ives Wedbush AI Revolution ETF At the beginning of this month, Microsoft, Nvidia and seven other magnificent technology stocks.
