NVIDIA has increased by 35,000 % over the past decade – but it is not the only first chips shares for the future

NVIDIA’s artificial intelligence missile vessel has turned into an invested golden mine.

A $ 1,000 investment value in 2015 is 349,960 dollars, according to Yahoo financing data. The same $ 1,000 in advanced small devices (AMDIt would have resulted in $ 96,190, compared to $ 3422 of S&P 500 (^Gspc).

However, 1000 dollars in the leader of the industry then Intel (Intc) It will become only $ 1,145 as the dominant chips maker misses the artificial intelligence train.

If you have $ 1,000 to invest in chips today, it is not surprising that the choice for many analysts is still NVIDIA.

James Schneider, a Goldman Sachs analyst, pointed out that although he was increasingly talking about “peak fears”, the company has more bullish direction due to the leadership of its products, the various customer base, and an “attractive evaluation” for growth prospects. The company released the purchase and consumption classification at $ 185.

Broadcom (AVGOAnother choice is another. California -based chip maker has become a leader in Silicon for Easter, such as Google (Goog) And meta (Dead). Schneider said that Broadcom will continue to generate fixed and increasing profitability in its infrastructure, and artificial intelligence estimates that more than 40 % of the company’s revenues by 2026.

Matt Braison Yahoo Weiss told Matt Praison Yahoo Weiss that Nafidia and Proodokum, whose shares have jumped approximately 3500 % in the past ten years, has the clearest way for continuous growth.

“Nafidia will remain the leader of artificial intelligence, partly to the next five years, due to the trench they created,” he said. “I think Broadcom will remain the main provider on the basics.”

AMD also gained its share in the market and put itself as a competitor in graphics processing units. Despite the strong implementation of traditional computing, it is likely that the “AMD Al -Za’i” arrow is likely “limited” in its limited share in artificial intelligence, as Schneider wrote in a recent memo.

“I would like to claim that they have the greatest growth potential, but it is also possible to be the biggest danger to their growth capabilities,” said Praison.

He pointed out that the AMD solution is the closest to NVIDIA, but the company will need to develop its share in the AI ​​market to one high numbers to make meaningful gains.

Meanwhile, some smaller players hover under the radar.

Silicon movement (SimoIt has emerged quietly as a possible beneficiary of artificial intelligence. The company designs manufacturers used in SSDS and smartphones and cars storage.

According to Breeson, silicone has been traded historically like a memory company, with less assessments compared to peers focusing on design such as NVIDIA. But as it expands to the institution’s storage control units, its growth file can improve, and may lead to high complications of evaluation.