{
  "id": 17598277,
  "title": "Breakfast News: One Stock If AGI Is Here (Part 2)",
  "url": "https://urgent.news/2026/11/01/breakfast-news-one-stock-if-agi-is-here-part-2",
  "topic": "culture",
  "section": "Culture",
  "published": "2026-11-01T12:30:02.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/breakfast-news/2026/11/01/breakfast-news/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Welcome to our Sunday Edition: Your weekly step toward better investing through AI. Let's imagine artificial general intelligence (AGI) already exists. This intelligence thinks, learns, and operates autonomously across almost any task, rapidly transforming the global economy. Billions of dollars are flowing into the companies responsible for making AGI a reality. Which of these stocks would you want to own? Our analysts tackled that question, and they had too many compelling answers to fit in a single edition. In Part 2 of our AGI series, we're returning with four additional suggestions, ranging from the chips AGI utilizes to the cloud where it resides.\n\nNvidia (NVDA -4.22%) stands out as a likely winner in this new era. The company's CEO, Jensen Huang, forecasted that its Blackwell and Vera Rubin AI chips could generate over $1 trillion in revenue by the end of next year, with revenue growth projected to exceed 90% in 2026. AGI demands the processing of vast amounts of data, a task for which Nvidia's graphics processing units (GPUs) are ideally suited.\n\nSpaceX (SPCX -6.37%), which relies solely on Nvidia chips, exemplifies this. Its Colossus 2 data center currently houses over 230,000 GPUs and plans to add 660,000 more by year's end, equating to 1.2 million GPUs in total. While AI training may consume resources, AGI will primarily rely on inference—the tasks AI models perform post-training. As AI becomes more prevalent, a continuous stream of AI-capable chips will be essential, with Nvidia often being the go-to choice for many companies.",
  "summary": "Our analysts are back with four more stocks that could gain if AGI is already here.",
  "key_points": [
    "Nvidia (NVDA) poised to generate $1 trillion in revenue by end of next year",
    "SpaceX's Colossus 2 data center to add 660,000 GPUs by year's end",
    "AGI relies primarily on AI inference, driving demand for Nvidia chips"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}