Investment Opportunities in the Stock Market Amid the AI Boom

Goldman Sachs Predicts AI Boom to Drive Stock Market Growth, Involving Three Major Areas. The initial phase led by Nvidia has passed, and the next phase will enter the AI infrastructure stage, including semiconductor and cloud service companies. As AI commercialization progresses, the third phase of AI empowerment will arrive, positively impacting software and IT service companies. Goldman Sachs believes that the AI boom will bring more investment opportunities, with a focus on AI infrastructure and AI empowerment sectors.

SoftBank Reportedly Plans $160 Billion Financing for AI Investments

According to Reuters, citing sources and a report by The Information, SoftBank CEO Masayoshi Son is reportedly planning to borrow $160 billion for investments in artificial intelligence (AI). The report states that company executives confirmed this intention during talks with banks last week. This move signals SoftBank's continued expansion in the AI sector, particularly amid intensifying global tech competition. Beyond the planned $160 billion, SoftBank is projected to have...

AI Investment in US Businesses Soars Sixfold, Quickly Shifting to Full Implementation

According to a recent survey, more and more US companies are moving from testing artificial intelligence (AI) to full implementation. The survey, conducted by US venture capital firm Menlo Ventures between September and October 2024, involved 600 IT decision makers and revealed that the total AI investment in the US reached $2.3 billion in 2023, skyrocketing to $13.8 billion in 2024, marking a sixfold increase. The participants came from companies with at least 50 employees, indicating that AI is gradually

Indian AI Startup Neysa Raises $30 Million in Funding, Aiming to Become the 'Indian Version of CoreWeave'!

In the global wave of AI, India, a tech powerhouse, is experiencing significant market opportunities. According to a report jointly released by the IT industry association Nasscom and consulting firm BCG, the AI market in India is expected to reach $17 billion by 2027. Against this backdrop, the startup Neysa, led by seasoned tech entrepreneur Sharad Sanghi, emerged with the aim of capturing this growth opportunity by providing AI solutions to local and multinational companies. This Mumbai-based startup focuses on...

Meta Doubles Down on AI and Analysts are Optimistic, Market Cap Surpasses $1.43 Trillion

In this year's stock market, Meta, the parent company of Facebook, has stood out significantly, particularly among the so-called 'Big Seven' stocks. Except for Nvidia, Meta's performance is especially remarkable. Recently, Meta's stock price continued to rise during Monday's trading session, mainly due to a top Wall Street analyst raising their price target for the stock. Meta (Ticker: META) reached new highs in today's trading, reflecting overall strong market performance, and its market cap has increased this year.

The GPU Market Could Grow Tenfold in the Next Five Years, Exceeding $400 Billion

With the rapid development of the global artificial intelligence market, Graphics Processing Units (GPUs) are essential as a core driving force for applications driven by large language models. In the coming years, GPU price volatility is expected to increase significantly, affecting companies' cost management. Traditionally, energy-intensive industries such as mining and logistics have been accustomed to cost fluctuations, while sectors like finance and pharmaceuticals need to adapt quickly. Nvidia, as a key supplier, has seen a surge in GPU demand and soaring valuations. The popularity of GPUs stems from their ability to handle vast amounts of computations in parallel, making them suitable for training and deploying large.