Core News Facts
Palantir Technologies’ market capitalization has surged from $12 billion at the start of the AI revolution to nearly $400 billion, now surpassing major software companies like SAP and Salesforce. This rapid valuation increase raises concerns about sustainability given its historical valuation metrics.
Amazon, with a market cap intertwined with robust services like AWS and e-commerce, is working on AI initiatives that may take years to scale effectively, expecting valuation improvements over the decade.
Conversely, Taiwan Semiconductor Manufacturing Company (TSMC) is positioned for significant growth driven by AI infrastructure investments projected to reach $6.7 trillion by 2030. TSMC’s role in producing advanced semiconductors for data centers and AI applications places it at the forefront of the AI value chain, extending its market influence well into the next decade.
