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TECH BYTES | Four Semiconductor Stocks Set To Benefit The Most From The Agentic AI Uprising
$ARM Derives revenue from the server CPU market
$AMD Server CPU market having consistently taken share from rival Intel
$INTL Data center CPU space with an over 40% share
$NVDA Sells these as stand-alone chips packaged with its GPUs
Super Micro | An independent model sees 12.4% upside for $SMCI driven by improving fundamentals.
But reaching a share price of $70 by 2027 requires backlog conversion, margin stability, and positive cash flow, and any revenue miss would derail it entirely.
Does Super Micro $SMCI Have More Room To Run
Looking ahead, SMCI's management expects AI-related solutions to represent more than 80% of revenue over the next several quarters
With $60 billion of new orders secured in Q4, this backlog of provides substantial revenue visibility
If the pace at which these orders are converted into sales will remain an important factor
Does Super Micro $SMCI Have More Room To Run
Looking ahead, SMCI's management expects AI-related solutions to represent more than 80% of revenue over the next several quarters
With $60 billion of new orders secured in Q4, this backlog of provides substantial revenue visibility
If the pace at which these orders are converted into sales will remain an important factor
ANTHROPIC ANTH.PVT - BROADCOM $AVGO CIRCLE FINANCE VENTURE
Broadcom relationship amounts to up to $42 billion in lending to #Anthropic to finance infrastructure spending as the company scales
Anthropic becomes Broadcom's largest chip design customer in return
SP500 | PARTNERSHIP:
IonQ $IONQ said Superion 256 will be installed at Nvidia’s $NVDA Accelerated Quantum Research Center where it will be connected directly to the AI chip giants infrastructure
The companies plan to use it for hybrid quantum-classical work in finance, materials science, and drug discovery
SAM ALTMAN ON AI SAFETY
"There are two ways AI progress could go very badly, and that we must avoid. First, we could lose control of the future to AI. This is unacceptable; we are unapologetically on Team Humanity, and AI must always serve people. To ensure that, we need ways to ensure that alignment and safety techniques stay ahead of progress in model capabilities," Altman said in an X post around 12:57 am ET.
He continued, "Second, we could end up in a world with too much concentration of power. If an extraordinarily powerful AI is used by one person or company to impress their worldview onto everyone else, the results could be extremely dystopian. Avoiding these two threats requires walking a narrow middle path; for example, one country could gain too much power. Another example is one lab ending up with too much power."
