There is a lot of hype around the potential of AI these days. Fueled by the rise of ChatGPT and the subsequent race for AI supremacy, all the Big Tech gang are looking to get a piece of the action.

There’s no danger of the opportunity being overhyped, according to Rosenblatt analyst Hans Mosesmann. In fact, the 5-star analyst knows exactly which company is best positioned to benefit the most from this huge development.

“We see Nvidia (NASDAQ: NVDA) driving the biggest technology inflection the world may have ever seen in transformational AI everywhere and in everything,” Mosesmann said. “CEO Jensen Huang’s AI vision is openly playing out coincident with what appears to be Intel’s structural secular decline, signaling a changing of the guard in silicon valley for generational semiconductor global leadership.”

Mosesmann’s comments come ahead of the chip giant’s first quarter of fiscal 2024 report (April quarter),