#AIStocksWhatNext
The AI trade is entering a different phase.
NVIDIA just reported $96.2B in quarterly revenue, up 106% YoY, with Data Center revenue reaching $89B. That shows AI infrastructure demand is still running hot.
But the bigger question now isn’t simply who sells the most GPUs.
Broadcom’s AI semiconductor revenue jumped 143% YoY to $10.8B, while its Q3 AI-chip outlook points to $16B.
At the same time, hyperscalers are committing enormous amounts of capital to AI infrastructure. That creates a second trade: can AI revenue and productivity grow fast enough to justify the spending?
So I’m watching three things next: AI chip demand, hyperscaler capex, and actual AI monetization.
The next phase may be less about the AI hype — and more about which companies can turn massive AI investment into durable cash flow.
#AIStocksWhatNex
$TAKE
$FIGHT
$MET
The AI trade is entering a different phase.
NVIDIA just reported $96.2B in quarterly revenue, up 106% YoY, with Data Center revenue reaching $89B. That shows AI infrastructure demand is still running hot.
But the bigger question now isn’t simply who sells the most GPUs.
Broadcom’s AI semiconductor revenue jumped 143% YoY to $10.8B, while its Q3 AI-chip outlook points to $16B.
At the same time, hyperscalers are committing enormous amounts of capital to AI infrastructure. That creates a second trade: can AI revenue and productivity grow fast enough to justify the spending?
So I’m watching three things next: AI chip demand, hyperscaler capex, and actual AI monetization.
The next phase may be less about the AI hype — and more about which companies can turn massive AI investment into durable cash flow.
#AIStocksWhatNex
$TAKE
$FIGHT
$MET
