<div id="readability-page-1">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.</div>

NVDA

GAMR

NVDU

SOXL

<p>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.</p>

- Daniel Newman compares Nvidia to Apple, indicating it is becoming an attractive yet secure investment.  
- He emphasizes that for hyperscalers, the demand for compute power and capacity significantly influences revenue and profitability.  
- This highlights Nvidia's critical role in the tech ecosystem, similar to Apple’s position in previous market cycles.

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