Nvidia and AI Partners Ride ChatGPT Wave; MongoDB, Duolingo Positioned to Benefit Next
• Nvidia and its hardware partners like Super Micro Computer and Arm Holdings have benefited greatly so far from the AI boom driven by models like ChatGPT.
• Cloud infrastructure companies and AI startups are buying up lots of Nvidia GPUs to run new AI applications and software.
• Software companies like MongoDB and Duolingo are positioned to benefit next from rising enterprise AI adoption over the next few quarters.
• MongoDB provides databases to organize unstructured data, which complements AI data processing needs.
• Duolingo has quickly incorporated AI into its language learning app, with potential to expand further into conversational practice, customized lessons, and K-12/university education.