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Alternative ways to play the boom in AI

16/02/2024 · Modine Manufacturing (MOD)  · Nvidia (NVDA)  · Super Micro (SMCI)  · Vertiv (VRT) 

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Artificial Intelligence

So Nvidia’s market capitalisation briefly surpassed that of Amazon, but who are the lesser-known beneficiaries of the AI race? (Premium)


The market capitalisation of chip designer Nvidia (US:NVDA) climbed above Amazon to become the fourth most valuable US-listed company.

Barrons pointed out that the last time Nvidia was more valuable than the retail giant was in 2002, when both companies were valued at around $6 billion – they have both done rather well since!

We selected Nvidia for our Ultimate Stocks portfolio several years ago and, having initially seen the shares slump, they…

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