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잡학만담

[US Stocks] Fastest-Growing U.S. Stocks Related to OpenAI

by 잡학만담 2025. 7. 5.
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Fastest-Growing U.S. Stocks Related to OpenAI and AI Industry

When identifying the fastest-growing U.S. stocks connected to OpenAI and the broader AI sector, several key companies stand out based on their growth drivers:


1. Nvidia (NVDA)
• Growth Drivers:
• Dominates the supply of GPUs essential for AI model training and inference.
• Experiencing explosive revenue and profit growth due to soaring demand for data center GPUs.
• Holds a near-monopoly position in the AI hardware market.
• Growth Stage: Already in a high-growth phase, with further acceleration expected thanks to expansion in AI, autonomous vehicles, and the metaverse.

2. Microsoft (MSFT)
• Growth Drivers:
• Strategic investor in OpenAI with over $13 billion invested and exclusive cloud partner.
• Accelerating growth of Azure-based AI services.
• Strong market position in enterprise software and cloud computing, providing stable growth.
• Growth Stage: Stable, long-term growth, though at a slower pace compared to Nvidia.

3. Oracle (ORCL)
• Growth Drivers:
• Expanding cloud infrastructure contracts with OpenAI.
• Established database leader accelerating transition to AI cloud services.
• Growth Stage: Growth is slower relative to newer tech companies but strengthening through cloud transformation.

4. CoreWeave (Private / Preparing for IPO)
• Growth Drivers:
• Provides AI-specialized cloud services, with OpenAI as a major client.
• Uses Nvidia GPUs to expand AI infrastructure offerings.
• Growth Stage: Potential for rapid growth post-IPO, currently a high-risk opportunity.


Summary
• Nvidia (NVDA) is the fastest-growing stock in this group, driving the AI boom with its essential hardware.
• Microsoft (MSFT) offers stable, long-term growth through cloud AI services and existing business strength.
• CoreWeave could see explosive growth after its IPO but is not yet publicly accessible.
• Oracle is a traditional IT giant gradually expanding its AI cloud footprint.

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