Market Monday

The AI Trade Is Bigger Than Nvidia Now

This Week's Discussion

AI investing may be entering a new phase. For years, the AI trade centered around familiar names like Nvidia and the Magnificent Seven. But recent market moves suggest the rally may now be expanding into areas many investors aren’t watching closely.

Key Topics Covered

  • Why companies tied to power, optics, ceramics, and semiconductor infrastructure are surging
  • The overseas AI rally in Japan and South Korea
  • Why some of the biggest AI winners now aren’t household names
  • What this could mean for diversified portfolios
  • Why this week’s CPI report still matters for markets

Generative Ai: Market Share of Leading Vendors

This chart illustrates the estimated market share of leading companies across three key areas of the generative AI ecosystem: datacenter GPUs, foundation models and model management platforms, and AI consulting/services. NVIDIA continues to dominate the datacenter GPU market with an estimated 92% share, while Microsoft, Amazon Web Services (AWS), Google, and OpenAI are among the leading participants in AI models and platforms. The AI services market remains highly fragmented, with no single provider holding a dominant position.
Source: IoT Analytics, March 2025. Market shares are estimates based on the first three quarters of 2024.

Important Disclosures

The opinions expressed are those of CollaborativeWEALTH® and are for general information only. They are not intended to provide specific advice or recommendations for any individual or to offer or solicit investment services via YouTube.

 

Investment Advisory and Financial Planning services are provided through CollaborativeWEALTH, an SEC Registered Investment Advisor.

 

Any cryptocurrency and ETF references in this content are not endorsements and are provided for illustrative or educational purposes only.

 

To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

 

Investment Advice and Financial Planning Services Offered Through CollaborativeWEALTH® – An SEC Registered Investment Advisor

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