Nvidia, Microsoft power ahead with AI
Both are having strong years as leaders in AI development.
Investing. Plain and simple.
Both are having strong years as leaders in AI development.
The arrival of low cost competition to its expensive AI chips is a positive development
DeepSeek may be disruptive but these tech giants still dominate and can adapt.
Often intangible things, moats keep customers close and protect the business.
Both are at the heart of artificial intelligence developments.
CEO Jensen Huang says new computing era has begun.
Patient investors can still find opportunity, but progress will be gradual and volatile.
But moves into AI and automotive applications, plus high R&D build on strengths
At current prices analysts say stocks are attractive, but prices may still have further to fall.
Investors with a diversified portfolio are already there because the technology leaders are rolling out products that plays to its development.










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