#记录我的2024#
Quick guide
Generative AI is expected to exceed $1.3 trillion in revenue by 2032, up 2040%, driven by spending on hardware, software, and services. According to McKinsey research, it is expected to contribute $7.9 trillion to the global economy every year. Investors should consider diversifying their investments, such as Supermicro Computer, which is seen as a competitive investment option and focuses on the AI server market, partnering with NVIDIA, INTEL, AMD, and others. Supermicro's innovations in product development, in-house manufacturing, and time-to-market strategies have gained market share as a promising investment opportunity. Nvidia remains a major player, but diversification could be a strategic move to capitalize on the generative AI market.
Generative AI revenue forecasting
Bloomberg Intelligence predicts that generative AI revenue will exceed $1.3 trillion by 2032, up from $63.5 billion in 2023. This surge is expected to be driven by significant growth in spending on generative AI hardware, software, and services, which is expected to grow by 2040% over the next nine years. The diverse applications of generative AI, from productivity-enhancing digital assistants to lifelike and intelligent video game characters, have contributed to this exponential revenue growth.
Expansion of market potential
Research by McKinsey & Company shows that generative AI is expected to contribute a staggering $7.9 trillion annually to the global economy. This huge market potential offers a rare investment opportunity that investors should consider taking advantage of. While Nvidia remains a major player in the AI space, diversifying investments beyond just investing in a single stock like Nvidia, such as exploring options such as supercomputers, could be a strategic move to capitalize on expanding the generative AI market.
Supermicro's competitive advantage
Supermicro, also known as Supermicro, is seen as a compelling investment option due to its competitive advantage in the AI server market. With a focus on accelerated computing platforms and strategic partnerships with industry leaders such as NVIDIA, INTEL, AMD, and more, Supermicro is rapidly gaining market share. The company's innovative approach to product development, in-house manufacturing capabilities, and efficient time-to-market strategy make it a promising investment opportunity in the AI computing market.