$NVIDIA(NVDA.US)š„ NVIDIA isnāt just selling chips anymore. Itās helping finance the AI revolution.
NVIDIA is heading into its Aug 26 earnings with investors watching whether AI spending is still accelerating. Expectations are already huge. (Investorās Business Dailyā ļæ¼)
But hereās the interesting part: NVIDIA has teamed up with major Wall Street firms to help unlock up to $500 BILLION in capital for AI infrastructure.
That means more data centres ā more AI compute ā more demand for NVIDIA GPUs. š
And Blackwell isnāt the end game. Vera Rubin is coming next, with NVIDIA saying the platform can dramatically reduce inference costs compared with Blackwell. (investor.nvidia.comā ļæ¼)
The big question isnāt whether AI is growing.
Itās how long companies will keep spending billions to stay ahead.
$NVIDIA(NVDA.US) š
AI infrastructure could be one of the biggest investment stories of this decade.
#NVIDIA #NVDA #AI #Semiconductors #StockMarket #Investing
2025.01.16 ~ 2026.08.14 All orders
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2025.01.162026.08.14
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