July 10, 2025

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Nvidia: $563B AI Market, Microsoft Quantum, $200B Potential

Nvidia is positioned as a central player in the expanding AI landscape, with Citi analysts estimating the AI market will reach $563 billion by 2028 and reiterating a 'Buy' rating for Nvidia, raising the price target to $190. Nvidia is reportedly involved in nearly every sovereign AI deal, as countries seek to develop their own AI infrastructure. The company is also a potential leader in the quantum computing market, which could reach $200 billion by 2040, alongside Microsoft and IBM. Demand for Nvidia's AI chips is high, leading some analysts to suggest the company's market cap could reach $2 trillion. AI's growth is driving demand for natural resources and energy, straining power grids and creating investment opportunities for power producers. Foxconn reported record sales of $18.67 billion, driven by demand for AI servers. An investor sold TSMC stock after a 32.4% gain, reinvesting the profits into healthcare and tech stocks, while Cathay Venture, backed by a Taiwan billionaire, invested $152 million in French AI chip startup SiPearl. TickPick, a ticket marketplace, used Riskified's Adaptive Checkout, an AI tool, to reclaim $3 million in orders by reducing fraud and false declines. Alibaba's stock is considered undervalued with significant investments in AI, cloud computing, and robotics.

Key Takeaways

  • Citi projects the AI market to reach $563 billion by 2028 and maintains a 'Buy' rating for Nvidia, setting a price target of $190.
  • Nvidia is heavily involved in sovereign AI deals as nations develop their own AI infrastructure.
  • The quantum computing market, potentially led by Nvidia, Microsoft, and IBM, could reach $200 billion by 2040.
  • Foxconn's sales jumped to $18.67 billion, fueled by AI server and consumer electronics demand.
  • A Taiwan billionaire invested $152 million in SiPearl, a French AI chip startup.
  • TickPick reclaimed $3 million in orders using Riskified's AI-powered Adaptive Checkout.
  • AI's growth is increasing demand for energy and natural resources, straining power grids.
  • Alibaba is making big investments in AI, cloud computing, and robotics.
  • An investor shifted gains from TSMC stock into healthcare and other tech stocks.
  • Nvidia's market could reach $2 trillion due to high demand for AI chips.

QYLD ETF: AI could boost this covered call tech fund

The Global X Nasdaq 100 Covered Call ETF (QYLD) is focused on tech stocks, including the 'magnificent 7'. The ETF uses options to generate income. An analyst has a long position in QYLD and other AI stocks. Past performance doesn't guarantee future results.

Alibaba stock a rare chance to buy into AI, robotics growth

Alibaba's stock is undervalued at 11x earnings, even after a 50% increase. The company is investing heavily in AI, cloud computing, robotics, and healthcare. Risks include Chinese regulations and tensions over Taiwan. However, Alibaba presents a compelling long-term investment due to opportunities in AI and automation.

Investor sells TSMC stock, shifts AI gains into healthcare

An investor sold TSMC stock after a 32.4% gain over three months. The profits are being reinvested mainly into healthcare and some tech stocks. TSMC has good growth potential, but the stock is currently too expensive. The investor expects a 10-15% return for TSMC in the next year and is seeking higher-return opportunities elsewhere.

Citi says Nvidia involved in nearly every AI deal, raises target

NVIDIA Corporation (NVDA) is a top AI stock. Citi restated a 'Buy' rating and increased the price target to $190. This is due to growing demand for sovereign AI, where countries want their own AI infrastructure. Nvidia is involved in almost every sovereign AI deal and expects the AI market to reach $563 billion by 2028.

Citi says Nvidia involved in nearly every AI deal, raises target

NVIDIA Corporation (NVDA) is a top AI stock. On July 7, Citi restated a 'Buy' rating and increased the price target to $190. The rating increase is due to growing demand for sovereign AI. Sovereign AI is when a nation wants to produce and control its own AI infrastructure and data.

Taiwan billionaire invests $152M in French AI chip startup SiPearl

Cathay Venture, backed by Taiwan billionaire Tsai, invested in SiPearl, a French AI chip startup, in a $152 million funding round. Other investors include Arm. SiPearl will use the money to produce its AI chip, Rhea1, designed for supercomputers. The Rhea1 chip is being manufactured by TSMC and will be available for testing next year. It will be used in Germany's Jupiter supercomputer.

AI stocks Nvidia, Microsoft, IBM may lead quantum computing

Quantum computing could become a $200 billion market by 2040. Nvidia, Microsoft, and IBM are AI leaders that could also lead the quantum computing revolution. Nvidia is developing quantum-accelerated computing. Microsoft is innovating in quantum technology. IBM has made progress in quantum computing hardware and software.

Nvidia is a top stock pick due to AI growth potential

Owning only one stock is risky because it lacks diversification. However, if an investor could only choose one stock, Nvidia would be a good choice. Nvidia's AI chips are in high demand. Analysts estimate Nvidia's market could reach $2 trillion due to AI. Robotics and self-driving cars could further expand Nvidia's opportunities.

AI boom means power producers are next big investment winners

AI is still in its early stages, creating new investment opportunities. AI enablers build the infrastructure, while adopters use AI to improve products or services. Power producers like Talen Energy benefit from AI's growing energy needs. AI's increasing power consumption makes power producers a good investment.

AI helps ticket seller TickPick reclaim $3 million in orders

Riskified's Adaptive Checkout uses AI to help online stores reduce fraud and false declines. TickPick, a ticket marketplace, used the AI tool to approve more orders and increase revenue. The AI analyzes orders in real time, considering shopping history and location. It approves safe transactions and requests more details for uncertain orders. TickPick reclaimed $3 million in approved orders using Adaptive Checkout.

AI boom drives demand for natural resources, creating investment chance

The AI boom requires vast amounts of energy and natural resources. This creates a major investment opportunity. AI training uses more power than steel production. Data centers, crucial for AI, increase demand for copper, natural gas, and other materials. Governments are investing heavily in AI infrastructure. The Global Resources Fund (PSPFX) invests in companies providing essential resources for the digital economy.

Foxconn sales jump to $18.67B due to AI, gadget demand

Foxconn, also known as Hon Hai Precision Industry Co, reported record sales of NT$1.80 trillion in June 2025. This was driven by high demand for AI servers and consumer electronics. Consolidated sales in June were NT$540.24 billion (US$18.67 billion), a 10.09% increase from last year. The company expects to work with global partners to grow in the second half of the year.

AI energy use strains power grids, impacting these 10 stocks

AI consumes a large amount of data center power. America's largest power grid is strained by data centers and AI. Electricity bills are expected to rise this summer in some areas. PJM Interconnection, serving 67 million customers in 13 states, faces major issues. Pony AI Inc. and CoreWeave, Inc. are among AI stocks being watched.

Sources

AI Artificial Intelligence Nvidia NVDA TSMC Alibaba Cloud Computing Robotics Healthcare Quantum Computing Microsoft IBM AI Chips Data Centers Energy Consumption Power Grids Investments Stocks Sovereign AI AI Infrastructure Foxconn SiPearl Rhea1 Chip Supercomputers Riskified Adaptive Checkout Fraud Detection QYLD ETF Covered Call ETF Global Resources Fund PSPFX Natural Resources Automation