Nvidia (NVDA -2.25%) has been one of the best performing stocks over the past few years, a run that catapulted it into the world's most valuable company. But over the last month or two, it slipped to second place and then -- briefly -- to third, behind two other big tech companies, Apple and Microsoft.But don't give up on Nvidia just yet, which rebounded to the No. 2 spot with a market cap of $3.41 trillion. Many Wall Street analysts think the best is yet to come for this crucial supplier of chips to power ...

The past few years have witnessed an unprecedented expansion of artificial intelligence (AI) into various aspects of life. Cashing in on this expansion, companies involved in this space are most certainly at the forefront of the next big thing in AI applications.Of all the key players, Nvidia (NVDA -2.25%) has clearly been the one to watch, gaining a jaw-dropping 2,300% increase over the past five years (at the time of this writing), cementing its position as one of the most remarkable growth stories in the ...

Nvidia's Position in the AI Revolution - Nvidia has become a household name due to its leadership in the AI revolution, primarily driven by its graphics processing units (GPUs), which are essential for powering AI applications [1] - The company's deep roster of GPUs has fueled its rapid ascent, making it one of the world's most valuable businesses, with consistent billions in profits and free cash flow over recent quarters [2] Blackwell GPU Architecture - Nvidia's next-generation GPU architecture, Blackwell, is highly anticipated and expected to launch in 2025, offering advanced capabilities for training and inferencing data workloads in generative AI applications [3][4] - Blackwell is already in high demand, with major tech companies like Meta Platforms, Amazon, Alphabet, and Microsoft placing purchase orders, leading to the product being sold out for the next 12 months [5][6] - Analysts project Blackwell sales to range between $5 billion to $8 billion in the fourth quarter, potentially representing 45% of Nvidia's compute and networking product sales from the previous fiscal year [7] Rubin GPU Architecture - Nvidia is reportedly ahead of schedule on its successor to Blackwell, named Rubin, with a potential rollout as early as the first half of 2026 [8] - The Rubin architecture could further solidify Nvidia's market position and drive significant growth, given the high demand for AI infrastructure [8][9] Market Opportunity and Competitive Landscape - Investment in AI infrastructure is projected to exceed $1 trillion in the next three years, positioning Nvidia favorably to capture incremental market share with Blackwell and Rubin [9] - Despite rising competition from companies like Advanced Micro Devices and some of Nvidia's own customers, the company's strategic investments in innovation are expected to sustain its growth and leadership in the AI industry [11] Financial and Strategic Outlook - Nvidia's relentless investment in R&D and its upcoming product launches (Blackwell and Rubin) are expected to accelerate top-line growth and profit margins, further differentiating the company in a competitive landscape [10][11]

Strong secular tailwinds and multiple opportunities should conspire to drive this artificial intelligence (AI) pioneer higher.Artificial intelligence (AI) has been around in some form or another for more than five decades. However, the advent of generative AI early last year took the technology to the next level. These constantly improving and self-learning algorithms have the potential to streamline and automate many time-consuming tasks. Experts believe the resulting boost in productivity and efficiency w ...

Nvidia (NVDA -2.25%) has been the foundation of the artificial intelligence (AI) boom. Its graphics processing units power virtually all of the most advanced AI systems, and the company has a strong presence in adjacent markets like AI networking equipment and software development tools.However, billionaire David Tepper sold Nvidia in the third quarter and bought a shocking AI stock: electric utility Vistra (VST -0.13%). That was a bad pun, but Tepper is a good case study for investors because his hedge fun ...

With the advent of artificial intelligence (AI), shares of Palantir Technologies Inc. (PLTR) and NVIDIA Corporation (NVDA) have witnessed parabolic gains, making them popular investments on Wall Street. This year, Palantir’s shares have outperformed NVIDIA (+324.8% vs +177.2%).Image Source: Zacks Investment ResearchHowever, does this mean Palantir is a better buy than NVIDIA for the new year? Let’s see –The Bullish Case for PLTR StockThe Artificial Intelligence Platform (AIP) that Palantir has introduced ha ...

Nvidia (NASDAQ: NVDA) is treading on thin ice as it flirts with a critical support level. Currently trading at $138.68, up 0.98% on the day, the stock is down over 5% for the past month and showing signs of vulnerability. Nvidia stock 1-month chart. Source: FinboldIf NVDA breaks below the $132 mark, technical analysts warn it could be lights out for the AI chip giant’s near-term momentum. Head and Shoulders pattern in playA head-and-shoulders formation has emerged, signaling potential trouble ahead. This be ...

Businesses responsible for leading next-big-thing innovations have a checkered past.Since the advent of the internet roughly three decades ago, there has been no shortage of next-big-thing trends and innovations generating buzz on Wall Street. Some examples include genome decoding, 3D printing, and the metaverse. However, no leap forward in innovation has come close to rivaling the addressable potential for artificial intelligence (AI).In Sizing the Prize, the analysts at PwC forecast that AI would add $15. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Nvidia is seeing increased competition in the AI accelerators and networking market.In today's video, I discuss recent updates impacting Nvidia (NVDA -1.91%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Dec. 11, 2024. The video was published on Dec. 11, 2024. ...