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November 22, 2023

Top ten AI listed companies (that you may or may not know)

  • Nvidia: Through GPUs, accelerators, CUDA and DGX Cloud, Nvidia allows its customers to build, customize, and deploy generative AI models for different applications. 

  • Microsoft: Microsoft's Azure OpenAI Service provides access to generative AI models like GPT-4, enabling developers to build innovative applications with generative AI technology.  Microsoft Azure’s revenue should benefit from strong infrastructure spending due to generative AI application development and commercialization. Microsoft also has a near 50% stake in OpenAI (the generative AI leader). Furthermore, the company’s much awaited co-pilot product will launch November 1st 2023.  

  • Amazon: Amazon Web Services (AWS) offers a platform for building and scaling generative AI applications. AWS provides access to industry-leading foundation models and generative AI-powered applications, making it easy for businesses to innovate with generative AI. AWS’s revenue should benefit from strong infrastructure spending due to generative AI application development and commercialization. 

  • Google: Google's next-generation foundation model, Gemini, is being built to enable future innovations, which is awaited by the technology community. Google is also applying generative AI to evolve its products, starting with Gmail. Google's Bard, an experiment for conversational AI, now also supports a wide range of programming capabilities and is fully running on PaLM 2. Finally, Google Cloud Platform’s revenue should benefit from strong infrastructure spending due to generative AI application development and commercialization. 

  • AMD: With the launch of the MI300 platform, AMD is hoping to provide a strong alternative to Nvidia’s chip sets for startups and cloud providers. Furthermore, a general uptake in computing spend due to generative AI will also drive demand for AMD’s core logic business. 

  • Taiwan Semiconductor: Taiwan Semiconductor has strong partnerships with Nvidia and AMD, both of the companies which we see as strong benefactor to the generative AI. As the manufacturer of the chips used in these companies' products, Taiwan Semiconductor will directly benefit from the growth of generative AI.  

  • Broadcom: Broadcom's ASICs and networking solutions are likely to be used to power generative AI applications. Specifically, the company has suggested that AI-related revenue will account for more than 25% of its semiconductor revenue next year. 

  • Micron: Micron's memory solutions are essential for AI and machine learning applications. The processing of large amounts of data in these applications requires high-performance memory, which Micron provides. Micron’s next-generation memory product should start mass production in early 2024, creating a further tailwind for generative-AI adoption. 

  • Arista Network: Arista's high-bandwidth and scalable networking solutions allows its client to interconnect hundreds, and thousands of GPUs at high speed. The company’s ethernet capability can handle massive amount of traffic that AI networks need.  

  • Baidu: Baidu's Ernie Bot is a large language model (LLM) not too dissimilar from ChatGPT, here in the west. The bot is proficient in five main use cases: literary creation, business writing, mathematical calculation, Chinese language understanding, and multi-modal generation. Baidu’s AI product is accessible to users through web and app while the company’s API is available for enterprise applications via Baidu AI Cloud. 

The opinions and estimates herein are based on our judgement and may change without prior warning as may assertions on financial market trends which are based on current market conditions. To the best of our knowledge, the information herein is reliable but must not be considered as exhaustive. This document is not an offer or a solicitation to buy or sell any financial instrument whatsoever. References to specific securities or their issuing companies are merely for illustrative purposes and should not be construed as recommendations to buy or sell these securities. Past performance is not a reliable indicator of future returns. Opinions and strategies described may not be suitable for all investors. Returns and valuations for investments in any funds that might be mentioned may rise or fall and investors may receive more or less at redemption than the sum initially invested. Investors are warned that they could suffer capital losses.

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Top ten AI listed companies (that you may or may not know)

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