Global Investors Explore AI Opportunities in Emerging Markets as Nvidia's Stock Soars

With Nvidia's continued success and emerging markets offering better value, investors are broadening their AI investment focus.

Investors are looking beyond the US for AI investment opportunities, focusing on emerging markets.
Nvidia's stock continues to soar, with a 78% increase in 2024, backed by solid growth in revenue and earnings.
Emerging-market AI stocks offer better value compared to their US counterparts, with Asian AI giants valued between 12 and 19 times projected earnings.
Nvidia's gaming and data center segments are significant contributors to its growth, with a combined addressable market opportunity of $400 billion.
Emerging markets are experiencing a $1.9 trillion rebound this year, largely driven by Taiwanese and South Korean chip companies.