-
NVIDIA Corporation (NVDA $168.31)
-
Amphenol Corporation (APH $110.54)
-
Corning Incorporated (GLW $72.15)
-
Hewlett Packard Enterprise Company (HPE $23.50)
-
Lite Access Technologies Inc. (LTE $0.10)
-
Super Micro Computer Inc. (SMCI $40.04)
-
Coherent Corp. (COHR $98.67)
-
Fabrinet (FN $370.67)
-
Dell Technologies Inc. Class C (DELL $123.00)
-
Astera Labs Inc. (ALAB $216.10)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks