Skip to main content
I/O Fund
Sign Up
Back to blog

Ai Platforms

This Next AI Trend Could be Worth Trillions

Written by

Beth Kindig

Founder, CEO and Lead Technology Analyst

Published: August 4, 2023

Last Updated: August 4, 2023

In the clip below, Beth Kindig discusses how AI will drive stock market caps well into the trillions of dollars.

Disclaimer: This is not financial advice. Please consult with your financial advisor in regards to any stocks you buy.

Beth Kindig, founder and lead tech analyst of I/O Fund

Get Our Free Weekly Stock Newsletter

Get weekly stock insights, market analysis, and technology updates straight to your inbox.

  • Weekly stock insights
  • Market analysis
  • Technology updates
  • Beth Kindig Discusses AI Stocks with Tier 1 Media
  • Where Nvidia’s Stock Price Will Go Next

    • About the author

    Beth Kindig

    Beth Kindig

    Profile

    Beth Kindig is the Founder, CEO and Lead Technology Analyst at I/O Fund, with more than 15 years of experience covering private and public technology companies. Known for her early Nvidia research beginning in 2018 and bold, high-conviction calls on emerging technology trends, Beth also manages I/O Fund's audited technology portfolio, which has returned 326% since May 2020, or 29.2% annualized. She is a regular guest on Fox Business and Bloomberg and has appeared on Real Vision, CNBC, Yahoo Finance, BBC, MarketWatch, Forbes, and more.

    LinkedInX

    Email: beth@io-fund.com

    Curation

    Expand your knowledge

    View all posts
    3 AI Trends Driving the 2026 Cybersecurity Stocks Rally
    CYBERSECURITY STOCKS

    3 AI Trends Driving the 2026 Cybersecurity Stocks Rally

    Cybersecurity stocks surged in 2026 as AI-enabled attacks rose 89%. We look at how AI threats, AI labs and platform consolidation are driving demand.

    CYBERSECURITY STOCKSOCT 31, 2026
    Beyond Hyperscalers: Here’s the Next $1 Trillion AI Infrastructure Opportunity
    AI STOCKS

    Beyond Hyperscalers: Here’s the Next $1 Trillion AI Infrastructure Opportunity

    Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest earnings shows investors are questioning how long that spending can last. While the market frets over hyperscalers’ cash flows, a second wave of AI infrastructure spending has quietly emerged, driven by enterprises and neocloud customers.

    AI STOCKSOCT 30, 2026
    Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia
    AI PLATFORMS

    Google’s $250 Billion AI Chip Opportunity Takes Aim at Nvidia

    In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with Google recognizing its first revenue from TPU systems in Q2 (from a small base). Last quarter, Cloud revenue growth accelerated to 82% for $24.8 billion, compared to $22.5 billion expected. In addition, new details around the TPU 8t show that Google’s threat to Nvidia is not limited to inference. At the time, we pointed out that Google may be one of Nvidia’s strongest AI challengers, as Big Tech is closest to the problems that accelerators must solve. The problem that Google is prioritizing is lower cost per token, with token economics becoming a predominant concern as AI spending is pushing Big Tech’s free cash flows into the red. Below, we discuss two reasons why Google’s AI story is about to change, not from advancements in AI software, but by going after one of the most profitable hardware businesses the tech industry has ever seen.

    AI PLATFORMSOCT 23, 2026