Nvidia has experienced remarkable growth during the AI revolution, with its stock increasing by 818% since the release of ChatGPT, leading to a market cap of $3.8 trillion. While Nvidia is the primary focus, investors are exploring potential competitors, including Advanced Micro Devices and Broadcom. However, Meta Platforms is highlighted as a strong candidate due to its AI investments, particularly in transforming its advertising strategies. The dual segments of Meta’s business—advertising and Reality Labs—show that while the latter is a long-term vision, the former is ready for AI-driven disruption, promising substantial growth potential.
Nvidia's shares soared 818% since the launch of ChatGPT, elevating its market cap from $345 billion to $3.8 trillion, making it the world’s largest company.
While Nvidia currently leads the AI revolution, other companies like Meta Platforms are positioning themselves to disrupt the market, especially in advertising through AI innovation.
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