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Analyst says big shift in AI coming in 2025 is huge tailwind for two stocks

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          🞛 This publication is a summary or evaluation of another publication 🞛 This publication contains editorial commentary or bias from the source
If you missed the big surge on Nvidia this year, don't get too upset yet. The artificial intelligence narrative is far from over - 2025 could mark a new chapter as the spotlight shifts from hardware titans like Nvidia to software disruptors.
The article from MSN Money discusses an anticipated major shift in the AI industry expected in 2025, which could significantly benefit two specific companies, Super Micro Computer (SMCI) and Dell Technologies (DELL). Analyst Gus Richard from Northland Capital Markets highlights that this shift involves a move towards more advanced AI computing capabilities, necessitating new hardware solutions. Super Micro Computer is noted for its ability to quickly adapt and produce custom server solutions tailored for AI workloads, positioning it well to capitalize on this trend. Similarly, Dell Technologies, with its robust server and storage solutions, is also expected to see substantial growth as businesses upgrade their infrastructure to support AI applications. The article suggests that these companies are poised for a "huge tailwind" due to their strategic positioning in the evolving AI market landscape.

Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/savingandinvesting/analyst-says-b%20ig-shift-in-ai-coming-in-2025-is-huge-tailwind-for-two-stocks/ar-AA1wCF4a ]