Morgan Stanley Highlights Superior AI Stock Pick Between Nvidia and Palantir
Artificial intelligence has emerged as the defining growth sector of the decade, with Morgan Stanley analysts identifying Nvidia as the preferred AI play over Palantir. The global AI market, valued at $189 billion last year, is projected to balloon to $4.8 trillion by 2033—a 25-fold increase that will reshape industries from data infrastructure to content creation.
Generative AI's explosive adoption mirrors the transformative impact of cloud computing, creating winners across hardware, software, and energy sectors. Nvidia's dominance in AI accelerators positions it as a primary beneficiary of this $4.8 trillion opportunity, though Palantir's enterprise AI solutions show promise in government and commercial applications.