Microsoft and Super Micro Poised to Benefit from AI Boom While Apple Falters
• Microsoft is poised to benefit from AI trends with initiatives like Copilot, integration with ChatGPT, and its cloud services business.
• Super Micro Computer makes hardware to house GPUs needed to run complex AI models, putting it in a strong position as demand grows.
• Apple is old news as iPhone sales have leveled off and its embroiled in an antitrust case.
• The GPU market is expected to see explosive growth over the next decade, driving demand for Super Micro's products.
• Microsoft and Super Micro Computer are AI-driven stocks that could be better investments than Apple going forward.