AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/Rubin GPUs, custom ASICs & High Bandwidth Memory (HBM).
AI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across Azure, AWS & Google Cloud.
So I would dollar cost average $NVIDIA(NVDA)$ as it has a dominant share of 86% to 90% of the AI data centre market.
With gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match.
I like NVIDIA's dominant margins, proven software moat & strong earnings. It is my top choice to capture this fantastic growth.
@Tiger_comments @TigerStars @Tiger_SG
Modify on 2026-04-23 08:33
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- mark2012Β·04-23 16:17TOPwait a couple of months when fuel , food shortages bites, no one will worry about AI. worst fuel crisis in history is coming. high inflation and interest rates1Report
- frostiΒ·04-23 15:33TOPAgree, hardware growth is undeniable. Holding NVDA long term.1Report
- Ellie GoldingΒ·02:54TOPthe water never been so pure!1Report
- icycrystalΒ·04-24 23:02TOPthanks for sharing2Report