ARM·AMD·CoreWeave (CRWV), Expecting Performance Explosion..."Protagonists Leading the 2nd AI Rally" Assessment

▲ ARM/AI generated image

The artificial intelligence (AI) craze is spreading across semiconductor architecture and computing infrastructure. On Wall Street, three stocks – ARM (Arm Holdings, ARM), AMD, and CoreWeave (CRWV) – have been identified as next-generation AI leaders, attracting strong interest from investors.

According to the U.S. financial media outlet Zacks on September 22 (local time), these three companies were singled out as promising enterprises playing a key role in the advancement of AI accelerators and data center infrastructure. The analysis suggests that this is supported by actual infrastructure demand and growth in technology licensing revenue, beyond mere thematic expectations.

ARM is expanding its domain beyond mobile-centric low-power designs to cloud and AI data center architectures. As hyperscale companies design their own custom AI semiconductors, demand for ARM's next-generation v9 architecture licenses is surging, and the resulting increase in royalty fees is leading to performance leverage.

AMD is aiming to expand its market share in the data center GPU market with its flagship AI accelerator, the Instinct MI series. By absorbing strong demand from big tech companies seeking alternatives to Nvidia, it is recording simultaneous growth in its server processor (EPYC) and accelerator divisions.

CoreWeave, identified as a next-generation AI-specialized cloud infrastructure company, is distinguishing itself by providing large-scale, specialized computing resources based on high-performance GPUs. With the explosion in demand for training and inference of large AI models, it has secured an independent computing power supply chain that threatens traditional cloud providers.

As AI infrastructure expansion evolves from hardware chipset design to high-performance cloud computing environments, the performance visibility and customer diversification of these three companies are expected to serve as key benchmarks for future stock price trends.

[Article Key Summary]

-ARM, AMD, and CoreWeave (CRWV) have been named the top three next-generation AI promising stocks on Wall Street.

-ARM is pursuing royalties for data center custom chip architecture, while AMD is aiming to expand market share through its MI accelerators.

-CoreWeave has emerged as a beneficiary of next-generation computing by supplying specialized AI GPU cloud infrastructure.

*Disclaimer: This article is for investment reference only, and we are not responsible for investment losses based on it. The content should be interpreted for informational purposes only.*