NVIDIA and the Structural Investments Fueling the AI Buildout

By Michelle Brophy, Director of Research, Tech, Media and Telecom and Sean Carmichael

IndustryFinancial Services, Tech, Media, & Telecom, AI

As AI investment has shifted from experimental to structural, it has created unprecedented visibility into AI demand trends. The AI investment cycle is ramping up, with hyperscalers, sovereigns, and newer “neoclouds” pouring resources into AI platforms, tools, and the infrastructure supporting it all.

In this report, we leverage Tegus Expert Insights from the AlphaSense platform to show how a new wave of AI investment is driving an explosive technology buildout, and examine whether NVIDIA can maintain its market dominance through its full-stack hardware and software ecosystem.

About the Authors

Michelle Brophy, Director of Research, Tech, Media and Telecom
Michelle Brophy serves as the Director of Research, Tech, Media and Telecom at AlphaSense. Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle resides in New York City.
Sean Carmichael
Sean is a Senior Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.