Nvidia’s blowout quarter has analysts scurrying to re-evaluate the impact of artificial intelligence on revenue.
Analysts at JPMorgan put together this chart, showing the percentage of revenue likely to come from AI this year.
The note, from JPMorgan analysts led by Gokul Hariharan, points out that direct AI related exposure is small for most Asian tech companies, but investors will start pricing in that potential. Its picks in Asia with higher exposure to AI are Unimicron 3037,
Taiwan’s TAIEX Y9999,
Related: Nvidia barrels toward rare $1 trillion valuation after putting a dollar figure on AI boost