AI and Semiconductors Poised for Growth as Demand Surges for Advanced Computing
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AI is generating huge growth opportunities in healthcare (medical imaging, genomics, drug discovery) and for sovereign nations wanting their own AI models. This will drive demand for chips and data centers.
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ASM Lithography makes semiconductor manufacturing equipment with a strong moat and stands to benefit as chips become more advanced.
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Nvidia is a top AI stock pick with massive growth potential in software, autonomous vehicles, robotics, AR, gaming, and more over the next decade.
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Microsoft's Azure cloud business is rapidly growing market share and will provide the backbone for future AI systems.
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Broadcom makes networking chips critical for the massive data centers needed to run advanced AI systems.