Blackwell May Be Nvidia's Hottest Ticket in 2025, but This Other Opportunity Could Be Even Bigger in the Long Run

Over the last two years, semiconductor designer Nvidia (NVDA -2.25%) has become a household name thanks to its lead position in the artificial intelligence (AI) revolution. The company's bread and butter is a unique piece of hardware called the graphics processing unit (GPU). To use a metaphor, GPUs are essentially the engine powering the AI vehicle overall.Nvidia's deep roster of GPUs has been the biggest spark for the company's rapid ascent to being one of the world's most valuable businesses. This newfou ...