Apple Set to Overtake Nvidia as Leading AI Stock by 2025
The Transition of AI Stocks
Markets are witnessing a pivotal transition as Apple stock is set to eclipse Nvidia stock as the leading AI investment by 2025. According to a Thursday note from Citi, this shift signals the forthcoming final stage of the AI trade—focusing on devices like smartphones and wearables.
The Evolving AI Landscape
This latest analyst note from Citi outlines that the AI stocks narrative had been anchored in infrastructure developments dominated by Nvidia, which arose in the first two stages characterized by chips and servers, followed by networking and storage technologies. As we move forward, the emphasis will transition towards on-device capabilities, pivotal for both consumer and enterprise markets.
- Infrastructure Stage: Focused on hardware elements.
- Networking Stage: Emphasizing connectivity solutions.
- Device Stage: Marking a new era for Apple with upcoming products.
As companies gear up for this transformation, Apple is preparing its iPhone 16 for the spotlight, expected to play a substantial role in the adoption of AI technologies.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.