Who will be the ultimate winner in the AI era?
1. Google:
The best technology and infrastructure. The last place Warren Buffett, who never invests in tech stocks, invested in.
In the end, it seems Google will dominate everything.
2. Tesla:
Ultimately, #1 in hardware electric vehicles, #1 in autonomous driving, and #1 in Android robots.
Since facility infrastructure, capital, and technology cannot be built overnight,
Tesla will likely dominate the hardware market.
3. SpaceX
Ultimately, the future is the aerospace era. A company with a massive technological gap and a practical monopoly in the satellite and space industry.
4. NVIDIA Alliance
NVIDIA is building its own side and creating an NVIDIA alliance through mergers and acquisitions of viable companies using its massive capital and market dominance.
5. Samsung, Hynix: To run AI, you ultimately need memory, so demand is endless and they are ahead in technological prowess.
As for the rest of the Big Tech companies, who knows what their future holds. Just as Sony and Nokia were when new technologies emerged,
it is unpredictable. Meta may be one step ahead for now, but since we don't know what new technologies will emerge or how the world will change...
Comments 0