AI Market Insights: Nvidia and Microsoft Lead the Charge
Nvidia (NASDAQ: NVDA) is set to dominate the AI chip market, producing over 90% of the world’s discrete GPUs, which are essential for AI applications. Analysts forecast Nvidia’s revenue and earnings per share will grow at compound annual growth rates (CAGRs) of 47% and 45%, respectively, from fiscal 2025 to fiscal 2028.
Meanwhile, Microsoft (NASDAQ: MSFT) is expanding its AI and cloud offerings, having integrated OpenAI’s technology into its Copilot platform and Azure cloud services. From fiscal 2025, Microsoft is expected to see its revenue and earnings per share grow at CAGRs of 16% and 18%, respectively. Both companies are well-positioned to benefit from the AI market, which is projected to grow at a CAGR of 30.6% from 2026 to 2033, according to Grand View Research.
