80 Billion Reasons Why These 2 Top Artificial Intelligence (AI) Stocks Could Crush the Market Again in 2025

The artificial intelligence (AI) trend has given big boosts to the share prices of Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) over the past year. The two chipmakers' stocks rose by 204% and 121%, respectively, during the period, crushing the 35% gains recorded by the PHLX Semiconductor Sector index.The massive demand for powerful chips capable of handling AI workloads in data centers has played a central role in driving those share price gains, with major cloud service companies and governments deploying large quantities of the AI-specific semiconductors designed by Nvidia and manufactured by Taiwan Semi. Market research firm Gartner estimates that global public cloud spending grew by 19.2% in 2024, and forecasts that it will grow at a faster pace of 21.5% in 2025.Evidence that cloud spending will get stronger in 2025 has already started emerging. In a blog post earlier this month, Microsoft (NASDAQ: MSFT) Vice Chairman and President Brad Smith said the company "is on track to invest approximately $80 billion to build out AI-enabled datacenters to train AI models and deploy AI and cloud-based applications around the world."Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool