AI stok dɛn we dɛn dɔn rɛdi fɔ gro insay di sɛkɔn haf fɔ 2025
Di Artificial Intelligence (AI) sekta dɔn bi wan fokal pɔynt fɔ invashɔn, wit bɔku bɔku kɔmni dɛn we de mek impɔtant strid dɛn na AI divɛlɔpmɛnt. As wi de go bifo te to 2025, sɔm AI stok dɛn de pozishɔn fɔ ɛkspiriɛns bɔku bɔku grow. Dis atikul delv insay di ki pleya dɛm na di AI industri, we de ɛgzamin dɛn kɔrɛnt pefɔmɛns, fiuja prɔspɛkt, ɛn di tin dɛm we de kɔntribyut to dɛn antisipat sakses.
Ovaviu fɔ di AI makɛt insay 2025
Di AI makɛt dɔn witnɛs ɛkspɔnɛnshal growth, we dɛn dɔn drɛb bay advansmɛnt dɛn na mashin lanin, data analitiks, ɛn ɔtomɛshɔn tɛnkɔlɔji dɛn. Di global AI spɛndin de projɛkt fɔ klaym frɔm $235 biliɔn insay 2024 to $630 biliɔn bay 2028, we sho se dɛn gɛt strɔng ɛkspɛnshɔn trajektɔri. (kiplinger.com)
Key AI stok fɔ wach insay di sɛkɔn haf fɔ 2025
1. Advans Maykro Divays (AMD)
AMD dɔn de mek impɔtant chenj dɛn na di AI sɛktɔ, fɔ divɛlɔp kɔmpitishɔn ɔltɛrnativ dɛn to Nvidia’s ay-prayz prɔsɛsɔ dɛn. Di kɔmni dɔn si rɛkɛd dimand fɔ in instinkt siriɔs AI GPU ɛn EPYC CPU dɛn. Akɔdin to di CEO Lisa Su, “Wi biliv se wi gɛt sava CPU shea insay di kwata as ɛntapraiz de win aksɛleret,” we de sho di kɔmni in inflɔɛns we de gro na di makit. (bytefeed.ai)
Insay di tɔd kwata, AMD in revenyu inkri bay 18% ia ova ia to $6.8 bilyan, wit 122% ia-ɔva-ia inkris na di data sɛnta revenyu, we dɛn drɛb bay strɔng dimand fɔ in AI-fokus data sɛnta chips. Pan ɔl we NVIDIA in stok de soar bay 168% ova di pas ia, AMD sheya dɛn dɔn go dɔŋ bay 17%, we dɔn prɛzɛnt wan pɔtɛnɛshɛl chans fɔ invashɔn. Analysts dɔn sɛt prayz target fɔ $250 fɔ AMD, we ripresent pɔtɛnɛshɛl ɔpsayd fɔ 105% kɔmpia to di prɛs we de naw. (bytefeed.ai)
2. NVIDIA Kɔpɔreshɔn
Nvidia stil bi wan dominant fos in AI hadwae, patikula sabi fɔ in pawaful GPU dɛn we impɔtant fɔ AI trenin ɛn infɔmeshɔn. Di kɔmni dɔn gɛt 182% surge ia-to-dɛt ɛn 173% inkrisis ova di pas ia. Analysts antisipet 2025 fɔ bi ɔda strɔng ia fɔ Nvidia, we dɛn tɔk bɔt di bɔku bɔku industri kɔnfidɛns we de na di kɔmni in kɔmprɛhɛnsif tɛknɔlɔji stak. (tipranks.com)
3. Maykrosoft Kɔpɔreshɔn
Microsoft dɔn intagret AI akɔdin to in ekosistim, we inklud Azure, GitHub Copilot, ɛn prodaktiviti tul dɛn. Di kɔmni bin ripɔt se di revenyu go ɔp 12% to $69.6 bilyan insay di sɛkɔn kwata fɔ fiskal 2025, wit AI prodak dɛm we dɔn rich wan ɛni ia revenyu rɔn ret we na $13 bilyan, we go ɔp 175% frɔm las ia. Analysts de op se di ɛnjɔymɛnt go inkrisayz bay 10% insay di nɛks 4 kwata, wit sheya dɛn we de tred na 33 tɛm ɛnjɔymɛnt. (aol.com)
4. Taiwan Semikondukta Manufakchurin Kompani (TSMC)
TSMC, we na di big big sɛmikɔndɔkta faundri na di wɔl, dɔn bigin fɔ wɛl afta dɛn dɔn rilis di kɔmni in kwata-kwata rizɔlt las mɔnt. Di kɔmni de op se di revenyu frɔm AI aksilatɔ dɛn go dɛbul insay 2025, we dɛn drɛb bay diman fɔ AI chips. TSMC in klaynt list inklud big big kɔmni dɛn lɛk NVIDIA, AMD, Broadcom, Marvell Technology, ɛn ivin Intel. Di kompini de on track to double im advans chip pakej kapasiti dis yie to mit robust AI-related dimand. (fool.com)
5. SoundHound AI
SoundHound AI don expiriens diklin fo stok valyu bot dem de expekt am to ribound fo di sekon haf of di yie. Di kɔmni de tink se dɛn go gɛt 162% ia-ɔva-ia inkris pan di revenyu to jɔs pas $30 milyɔn. SoundHound de luk fɔ push di ɛnvilɔp na di vɔys AI makit bay we dɛn de lanch AI ɛjɛn dɛn we gɛt vɔys, we de posishun insɛf fɔ sɔlid gens insay di lɔng tɛm. (fool.com)
Factors influens AI stok pefomans
Bɔku tin dɛn kin ɛp fɔ mek dɛn tink se di AI stok dɛn go gro insay di las pat pan 2025:
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Tɛknɔlɔjik advansmɛnt: Kɔntinyu fɔ mek nyu tin dɛn na AI tɛnkɔlɔji dɛn de ɛp fɔ mek di kapasiti ɛn aplikeshɔn dɛn fɔ AI sɔlvishɔn dɛn go bifo.
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Maket dimand: Di inkris adopshɔn fɔ AI akɔdin to difrɛn industri dɛn de drayv dimand fɔ AI prɔdak ɛn savis dɛn.
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Strategic Partnerships: kolaboreshɔn bitwin tek jayant ɛn AI statap dɛn kin aksɛleret prodak divɛlɔpmɛnt ɛn makɛt penɛtrɛshɔn.
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Rɛgyulatɔri Envayrɔmɛnt: fayn fayn polisi ɛn rigyuleshɔn dɛn kin mek wan fayn fayn envayrɔmɛnt fɔ mek AI kɔmni dɛn go bifo.
Dɔn
Di AI sɛktɔ de prɛzɛnt prɔmis invɛstmɛnt chans dɛn insay di sɛkɔn haf fɔ 2025. Kɔmni dɛn lɛk AMD, NVIDIA, Microsoft, TSMC, ɛn SoundHound AI de wɛl-pɔzishɔn fɔ kapitayl pan di diman we de gro fɔ AI sɔlvishɔn dɛn. Investa dɛn fɔ tink bɔt dɛn tin ya ɛn du gud risach bifo dɛn disayd fɔ put mɔni insay.
