Musk: AI stocks are optimistic about Nvidia and Alphabet

In a recent episode of the "People by WTF" podcast aired on Sunday, Musk said, "AI and robotics will become extremely important. The output of goods and services brought by AI and robotics will be overwhelmingly high compared to everything else." When the host asked him which stock he would invest in at the current price level, he mentioned two names: Alphabet (GOOGL.O), the parent company of Google, and Nvidia (NVDA.O), both part of the "Seven Giants."

Musk stated that Alphabet "has already laid the groundwork for creating tremendous value from an AI perspective." Last month, the company launched the highly acclaimed Gemini 3 AI model, and Google's chips have also received increasing praise. Nvidia is an "obvious" choice. It remains the dominant player in the AI race, collaborating with almost all major players in the industry.

Beyond AI and robotics, Musk also indicated that companies engaged in "spaceflight" are potential investment targets worth paying attention to. His private company SpaceX holds a leading position in the launch industry, although some publicly traded companies, including Rocket Lab, are seeking to challenge its dominance.