---
title: "As AI market grows larger and faster, Nvidia stands out despite competition: Analyst"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287152190.md"
description: "Daniel Newman of Futurum says Nvidia was somewhat like Apple during the last generation when the stock became an exciting but safe play. He also highlights that for hyperscalers, compute power and capacity are key drivers for revenue and profitability."
datetime: "2026-05-21T03:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287152190.md)
  - [en](https://longbridge.com/en/news/287152190.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287152190.md)
---

# As AI market grows larger and faster, Nvidia stands out despite competition: Analyst

Daniel Newman of Futurum says Nvidia was somewhat like Apple during the last generation when the stock became an exciting but safe play. He also highlights that for hyperscalers, compute power and capacity are key drivers for revenue and profitability.

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