① Elon Musk, the world's richest man, recommended two "large AI stocks" on his podcast: Alphabet (Google's parent company) and Nvidia. ② Musk believes in artificial intelligence and robots Technology will become extremely important, and it is noted that Alphabet has laid the foundation for creating enormous value from an AI perspective, with Nvidia holding a dominant position in the artificial intelligence industry.
Elon Musk, the world's richest man, is also the owner of Tesla. The CEO of [company name] is also the founder of xAI, both of which are currently advancing artificial intelligence (AI) projects.
Although he doesn't consider himself an investor, in a recent podcast episode, when asked if he had to bet on AI in the stock market, Musk named two "big AI stocks"—Google's parent company Alphabet and Nvidia .
“Artificial intelligence and robotics will become extremely important. The output of goods and services from these two technologies will be so high that everything else will pale in comparison,” he added.
For a long time, Musk has portrayed Tesla , the electric vehicle and robotics company he leads, as a bet on these trends. But when asked which stocks he would invest in at current prices, he named the two mentioned above, both belonging to the "Big Seven" tech giants.
Data from DataTrek Research shows that these two stocks have contributed more than a third of the S&P 500's gains this year. And looking at Musk's response to this question, he seems to be implying that even though these two stocks have risen sharply recently, they still look very attractive.
So far this year, Alphabet's stock price has risen by about 65%, and Nvidia's stock price has risen by 30%.
Musk also said that Alphabet "lays the foundation for creating tremendous value from an AI perspective." Last month, the company launched the highly anticipated Gemini 3 AI model, and Google's chips have garnered praise. Meta, which is heavily investing in AI, is reportedly exploring a deal to place some of Google's hardware in its data centers. .
In addition, there's Waymo, the Google-backed startup that is Tesla 's main rival in the driverless taxi race. Waymo operates a fully autonomous ride-hailing service in five cities and has selected another 12 cities for short-term expansion. Last month, it became the first company in the U.S. to offer driverless services on highways without safety supervisors.
On the other hand, in Musk's view, Nvidia is an "obvious" choice. It still holds a dominant position in the artificial intelligence industry and collaborates with almost all the major players in the industry.
Nvidia's revenue grew 62% year-over-year in the most recent quarter, primarily driven by its expansion in the data center business. Data centers are a pillar of the artificial intelligence industry and a key area for investment.
Although Google and Musk's companies are competitors, Nvidia has always been a Tesla partner. A stable partner. Musk frequently praises Nvidia CEO Jensen Huang. Last month, Nvidia and Musk announced plans to partner with a Saudi Arabian artificial intelligence company to build a massive data center in Saudi Arabia.
Finally, beyond artificial intelligence and robotics, Musk also stated that companies dedicated to "spaceflight" are another potential investment target worth watching. His privately held company, SpaceX, remains the leader in the launch industry, although some publicly traded companies, including Rocket Lab, are seeking to challenge its dominance.
(Article source: CLS)
