Skip to content
Resources > Reports

NVIDIA and the Structural Investments Fueling the AI Buildout

By Michelle Brophy, Director of Research, Tech, Media and Telecom and Sean Carmichael
IndustryFinancial Services, Tech, Media, & Telecom, AI

As AI investment has shifted from experimental to structural, it has created unprecedented visibility into AI demand trends. The AI investment cycle is ramping up, with hyperscalers, sovereigns, and newer “neoclouds” pouring resources into AI platforms, tools, and the infrastructure supporting it all.

In this report, we leverage Tegus Expert Insights from the AlphaSense platform to show how a new wave of AI investment is driving an explosive technology buildout, and examine whether NVIDIA can maintain its market dominance through its full-stack hardware and software ecosystem.

About the Authors

  • Michelle Brophy, Director of Research, Tech, Media and Telecom

    Michelle Brophy serves as the Director of Research, Tech, Media and Telecom at AlphaSense. Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle resides in New York City.

  • Sean Carmichael

    Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.

Explore more

All articles

Top AI Use Cases for Corporate Development

In this report, learn how the most successful corporate development teams are using platforms like AlphaSense to better source ideas, build conviction, and generate defensible recommendations.
Report
Blue blueprint-style illustration: 'Top AI Use Cases for Corporate Development' by Sean Carmichael. Features a briefcase, currency symbols, and abstract designs.

The AI Playbook for Earnings Season

Discover the workflows teams rely on during earnings season to overcome data overload, information bottlenecks, and blind spots, surfacing the key metrics and intelligence they need to make confident decisions with speed.
Report
A blue isometric illustration for "The AI Playbook for Earnings Season" by Barb Tague, showing financial reports, an hourglass, and charts.

Inside Project Vault and the Global Hunt for Rare Earth Minerals

In this report, we leverage workflows from the AlphaSense platform to dig into Project Vault and assess its trajectory as judged by leading experts in the field.
ReportEnergy
Inside Project Vault and the Global Hunt for Rare Earth Minerals. Blue line art of a mining dump truck and rocks on a light blue, lined background.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.