From a capital perspective, examining the potential of tech giants in artificial intelligence, the seven sisters of U.S. stocks have formed a clear ranking in the AI era:

The first tier☞NVIDIA, with its monopoly on computing power, strong cash flow, and efficient monetization, has become the absolute leader in the AI race, with unmatched potential. Thus, during the era of AI infrastructure development, it has been investing heavily, forming its own NVIDIA business ecosystem.

The second tier☞Microsoft and Alphabet, leveraging their cloud ecosystem advantages, stable profitability, and enterprise-level monetization capabilities, firmly occupy the second tier as core winners in AI infrastructure and enterprise services.

The third tier☞Apple and Amazon, relying on their terminal ecosystems and cloud business foundations, hold advantages in edge AI and cloud AI application layers, with potential dependent on product implementation and efficiency improvements.

The fourth tier☞Meta and Tesla are at a disadvantage in terms of capital, so Meta abandoned the metaverse, and Musk took SpaceX public to raise funds.

$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)$Amazon(AMZN.US)$Apple(AAPL.US)$Meta Platforms(META.US)$Tesla(TSLA.US)