Microsoft CEO Satya Nadella Said Something That Could Be Bad News for Nvidia but Great News for This AI-Powered Stock in 2025

Artificial intelligence (AI) has been a dominant investment theme on Wall Street in the past couple of years. Considering the rapid and broad usage of these technologies and their transformational nature, many research firms have come out with updated estimates about the AI market opportunity. McKinsey expects AI to add $13.6 trillion to $22.1 trillion in economic value to current global GDP by 2030, while PWC expects AI to increase economic activity by $15.1 trillion by 2030.Although there is significant variation in these estimates, most firms agree that the impact of AI on the global economy will be sizable.Nvidia (NASDAQ: NVDA) has already been one of the major beneficiaries of this fast-evolving trend, driven by extensive adoption of its AI-optimized chips. With the supply of these chips falling short of demand, the company has also benefited from significant pricing power. However, this dynamic seems on the verge of changing, as is evident by a comment from Microsoft (NASDAQ: MSFT) CEO Satya Nadella.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool