Microsoft, CrowdStrike, TSMC Poised to Capitalize on AI Growth
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Microsoft is poised for growth due to its strategic partnership with OpenAI and integration of AI into its products.
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As a pioneer in AI cybersecurity, CrowdStrike has a competitive advantage from its years of accumulated data to train its platforms.
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Semiconductor manufacturer TSMC is critical for providing the chips needed to power AI data centers and applications.
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The AI cybersecurity market is estimated to grow from $100 billion currently to $225 billion by 2028, presenting opportunity for CrowdStrike.
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By 2027, AI-related semiconductors are expected to account for a decent portion (high teens percentage) of TSMC’s revenue.