Software Is the Next Big AI Opportunity: 1 Brilliant AI Stock to Buy Ahead of 2025, According to Wall Street

Investors should think of artificial intelligence (AI) in three phases. The first phase involves high-performance semiconductors and networking gear required to build supercomputing infrastructure. Nvidia has dominated the first phase, but chipmakers like Broadcom and networking specialists like Arista Networks have also benefited.The second phase involves cloud providers that offer infrastructure and platform services needed to build conversational copilots, autonomous agents, and other AI applications. Public clouds like Microsoft, Amazon, and Alphabet have been winners in the second phase, as have platform providers like Palantir.The third phase involves software vendors that combine products from the first two phases with their proprietary data and technical know-how to build AI applications. UBS analysts believe this phase ultimately offers the largest monetization opportunity. The phases are not mutually exclusive, but they do build on one another.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool