Forbes September 5, 2024
After a few tough days in the market to start off September, there is another wave of ramblings and musings as to whether the AI super cycle is over? And if not, what’s left and where do we go from here?
Despite its recent pull backs and the challenging news cycle it has faced, I would argue so far it has only been an NVIDIA super cycle in terms of money being made, with adjacent winners in the chipmaking and design space like TSMC, Synopsys, Micron Technology, Arm, and a few others.
Granted, we’ve seen some pops in companies like Dell Inc. and Super Micro Computer Inc. based on big upticks in AI optimized server sales, but those gains somewhat...
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