Apple Set to Overtake Nvidia as Leading AI Stock by 2025

Thursday, 29 August 2024, 07:26

Markets are poised for a significant shift as Apple stock is expected to eclipse Nvidia stock, according to a recent analyst note. With the AI stocks landscape evolving, this transition marks a pivotal moment in the stock market dynamics. Citi highlights that the final stage of AI trade, which includes devices, will be instrumental for Apple’s growth in the near future.
Business Insider
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.


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