Skool Profile
AI Stock Investing
New
Investing in the AI Revolution requires research and timing. Join us to find the winners in new multi-trillion-dollar industries being created today.
Discovery Score: 34
794الأعضاء
10متصلون
1المشرفون
This graphic is from Marvell's (MRVL) June investor presentation on their Custom AI opportunity. They are stacking the datacenter capex of the hyperscalers (MSFT, GOOGL, AMZN, + ORCL who is not shown).
Then on top of that we have the capex of Meta, OpenAI, Tesla, xAI, Apple, and Stargate (which is OpenAI, Softbank, and Oracle building 10+ datacenters in Texas).
The $1 trillion TAM (total addressable market) for the AI datacenter buildout is also projected to cross that figure by Goldman Sachs and Bank of America.
Discussion
التعليقات
لا توجد تعليقات بعد. كن أول عضو يترك ملاحظة.