Reasons to buy NVDA
AI demand is still enormous NVIDIA's latest quarter reported $96.2 billion revenue, up 106% year-over-year. That's extraordinary growth for a company of its size. �
NVIDIA Newsroom +1
Blackwell + Rubin provide another growth cycle NVIDIA isn't relying only on its current GPUs. Its Blackwell platform is ramping while the newer Vera Rubin platform expands the amount of computing infrastructure NVIDIA can sell per data center. NVIDIA says its revenue opportunity per gigawatt has risen from about $18B with Hopper → $25B with Blackwell → $40B with Vera Rubin. �
s201.q4cdn.com
AI infrastructure spending is becoming massive Microsoft, Meta, Amazon, Google and other companies continue spending heavily on AI infrastructure. NVIDIA is positioned as one of the primary suppliers of the GPUs and networking systems needed for that buildout.
NVIDIA has more than just chips Its advantage is the CUDA/software ecosystem, networking, CPUs, GPUs and complete AI systems. That makes it harder for customers to simply switch to another chip manufacturer.$NVDAB
$GOOGLB
$BTC
AI demand is still enormous NVIDIA's latest quarter reported $96.2 billion revenue, up 106% year-over-year. That's extraordinary growth for a company of its size. �
NVIDIA Newsroom +1
Blackwell + Rubin provide another growth cycle NVIDIA isn't relying only on its current GPUs. Its Blackwell platform is ramping while the newer Vera Rubin platform expands the amount of computing infrastructure NVIDIA can sell per data center. NVIDIA says its revenue opportunity per gigawatt has risen from about $18B with Hopper → $25B with Blackwell → $40B with Vera Rubin. �
s201.q4cdn.com
AI infrastructure spending is becoming massive Microsoft, Meta, Amazon, Google and other companies continue spending heavily on AI infrastructure. NVIDIA is positioned as one of the primary suppliers of the GPUs and networking systems needed for that buildout.
NVIDIA has more than just chips Its advantage is the CUDA/software ecosystem, networking, CPUs, GPUs and complete AI systems. That makes it harder for customers to simply switch to another chip manufacturer.$NVDAB
$GOOGLB
$BTC
