AI Drives Massive Growth for Tech Giants Oracle, TSMC, Nvidia, Airbnb
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Oracle's cloud business is booming thanks to demand for AI data servers, fueling rapid revenue growth. Its stock price has outperformed the S&P 500 over the last decade.
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Taiwan Semiconductor Manufacturing (TSMC) manufactures chips for major AI players like Nvidia and AMD. As the AI chip market grows massively, TSMC is poised to benefit and could reach a $1 trillion valuation.
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Airbnb owes much of its success to using AI for pricing, reputation scores, customer support, and more. With room for stock valuation growth and AI driving productivity, its $1 trillion goal is achievable.
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Nvidia currently dominates the AI chip market, but the total market could grow to $400 billion per AMD's CEO. As the top chip manufacturer, TSMC is positioned to capitalize.
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Airbnb's valuation is over $100 billion thanks to 7.7 million listings and 448 million guest stays last quarter. With AI improving operations, its market cap could multiply nearly ninefold.