The article opens with an IMF warning that an AI share price slump could threaten global financial stability, and says some AI stocks appear undervalued. NVIDIA generated about US$275.4 billion from Compute & Networking and US$27.6 billion from Graphics, with a market cap of roughly US$5,464.9 billion; its GPUs, networking hardware and CUDA software are described as key infrastructure for ChatGPT-style AI systems. Marketingforce Management (SEHK:2556) runs an AI-driven cloud marketing and sales platform in China, with its AI Application Business at about CN¥2.1 billion and Precision Marketing Service at about CN¥1.7 billion, and a market cap of around HK$13.3 billion. The screen covers 131 more companies tied to the AI buildout.
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