Hey Guys, first of all, I am super new to investing so go easy on me :3
I know that everyone is concerned about AI bubble etc mainly centered around what will happen if alll the data centres we build end up being useless. I was personally super bullish on AI because I didnt find it useful for any non coding applications, but It has grown on me, I was able to personally use AI to be more productive in my personal and professional life without going into too much details.
Anyways, I was thinking from a value investing perspective, if AI does explode \~2027 onwards, then what would be possible moats in that scenario. I think memory/data center building companies like NBIS etc aren't really special, they are like high tech commodities and eventually they will compete against each other and settle on some price.
But NVIDEA is one of the companies I thought could potentially continue to be a Moat in the future because any AI system needs GPU's and they are far ahead of the competition, something like TSMC in semi manufacturing (I work in semi manufacturing so have some insight into this field and know that they are way ahead of competition such that no one can catch up to them).
In terms of finances, NVIDEA certainly doesnt seem undervalued because of High PE of \~33 but they have insane earnings and margins (\~72 %) but anyways, a lot of analysts seem to have a target of \~280/300 so I was considering buying some of NVDA stock.
My question is apart from NVDA do you see any other MOAT opportunities in AI ?