The AI Portfolio: 40% Growth YoY, Review And Adjustments | Seeking Alpha

“The last section of this article (about 35 pages) presented a portfolio of 13 companies (12 public ones) that may be construed as the world leaders in AI and associated industries.

  • Alphabet (GOOG) (NASDAQ:GOOGL) (leadership in AI software)
  • Amazon (AMZN) (leadership in AI software)
  • Disney (DIS) (leadership in entertainment and original content)
  • IBM (IBM) (leadership in AI software)
  • Microsoft (MSFT) (leadership in AI software)
  • MongoDB (MDB) (leadership in database management)
  • Netflix (NFLX) (leadership in entertainment and original content)
  • NVIDIA (NVDA) (leadership in AI hardware)
  • Oracle (ORCL) (leadership in database management and data storage)
  • Palo Alto Networks (PANW) (leadership in cyber security)
  • Tesla (TSLA) (leadership in AI hardware)”

https://www.google.com/amp/s/seekingalpha.com/amp/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments

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