AI and Cloud Giants Race to $1 Trillion Valuation
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Oracle's cloud business is growing rapidly, fueled by demand for AI data servers. Its stock price has outperformed the S&P 500 over the past decade and could reach a $1 trillion market cap.
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Taiwan Semiconductor Manufacturing (TSMC) manufactures 56% of the world's chips. As demand for AI chips grows into a potential $400 billion market, TSMC is poised to see significant growth that could push it past a $1 trillion valuation.
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Airbnb owes its success to AI technology for pricing, reputation scores, enforcing restrictions, and customer support. With over 7 million listings globally, if Airbnb continues growing revenue and earnings, its $105 billion valuation could reach $1 trillion.
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Semiconductors are key to powering AI computers and data centers. Nvidia and AMD design AI chips, but manufacturing specialists like TSMC actually fabricate the chips.
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Airbnb uses AI for challenges like pricing, reputations, enforcing holiday rules, customer support, and making experiences seem more human. Its valuation could reach $1 trillion if growth continues.