Nvidia, two others look undervalued, could be big winners, Barron’s says

While general-use consumer-oriented chatbots like OpenAi’s ChatGPT have garnered much attention, the more significant opportunity may be in the enterprise, with Nvidia (NVDA) being the clear – and most obvious – beneficiary from the AI buildout, Tae Kim writes in this week’s edition of Barron’s. Its stock, despite a huge run this year, remains attractively priced based on the growth outlook from the company-and Wall Street analysts. But there are two other companies that are less well known to investors that should equally benefit in the year ahead, namely Super Micro Computer (SMCI) and Vertiv Holdings (VRT). They are set to ride Nvidia’s coattails, the author says.