Stifel envisions NVIDIA as the "beneficiary" of the simulated connectivity and processor stock in 2025, still being the best player in the AI and accelerated computing field.

Stifel stated that NVIDIA Corporation (NVDA.US) remains the "best idea" for artificial intelligence and accelerated computing in 2025. They also emphasized ten trends in simulation, connectivity and processors, as well as applications and emerging technologies. Analysts led by Tore Svanberg provided insights on stocks in simulation, connectivity and processors. They mentioned that major beneficiaries of artificial intelligence infrastructure include Astera Labs (ALAB.US), Credo Technology Group (CRDO.US), Monolithic Power Systems (MPWR.US) and Marvell Technology (MRVL.US). According to analysts, companies with strong growth potential in the long term include Silicon Laboratories (SLAB.US) and SiTime (SITM), while companies with strong fundamentals include Analog Devices (ADI.US), Microchip Technology (MCHP.US) and MACOM Technology Solutions (MTSI.US). Regarding applications and new technologies outlook, Svanberg and their team stated that NVIDIA Corporation remains their "best idea" for artificial intelligence/accelerated computing, as they believe that with the official launch of the Blackwell architecture in 2025, the company may maintain a strong leadership position in the artificial intelligence infrastructure market. In addition to NVIDIA Corporation, analysts mentioned that optical systems and components companies are likely to benefit from the rapid growth of artificial intelligence cluster scale and increasing complexity in network topologies. In this field, analysts lean towards Ciena (CIEN.US), Coherent (COHR.US) and Lumentum (LITE.US). Network topology refers to the physical arrangement of nodes and connections in a computer network. Svanberg and their team also pointed out that Viavi Solutions (VIAV.US) will benefit from the growing testing and diagnostic needs of these networks. Stifel predicts ten trends for 2025: cyclical recovery, interconnection technology, incremental bandwidth growth, political risks of GEO Group Inc, power and data centers, electronic manufacturing services and opportunities at mega scale, emergence of consumer-grade artificial intelligence, professional artificial intelligence cloud, mergers and acquisitions, and expectations in automotive production.