Artificial Intelligence giants Meta Platforms and Taiwan Semiconductor Manufacturing to outperform Nvidia in 5 years
From Nasdaq: 2025-04-19 08:15:00
- Nvidia (NASDAQ: NVDA) has seen significant growth in revenue and earnings, driven by its GPUs being integral to AI projects in big data centers. Despite recent stock market fluctuations, Nvidia shares are currently down 25% from their peak in January after significant price appreciation in 2023 and 2024.
- Meta Platforms (NASDAQ: META) is heavily investing in generative AI, with capital expenditures expected to reach $65 billion this year. The company is leveraging AI advancements for higher engagement on its apps and developing AI chatbots for WhatsApp and Messenger, which could unlock $100 billion in value for businesses.
- Taiwan Semiconductor Manufacturing (NYSE: TSM) dominates chip manufacturing, with over two-thirds of semiconductor fabrication spending. The company’s technology lead and scale allow it to produce advanced chips at lower costs, positioning it to capture a significant portion of the growing demand for advanced chips, especially for cloud computing.
Read more at Nasdaq: Prediction: These 2 Artificial Intelligence (AI) Giants Will Outperform Nvidia Over the Next 5 Years