Nvidia: What's Powering The Next AI Era

Group 1 - Nvidia introduced Blackwell Ultra, AI Factories, and Dynamo at GTC 2025 to strengthen its position in the AI market [1] - These new products offer high performance and scalability but are accompanied by rising prices, power constraints, and competitive threats [1] - The emergence of hyperscalers developing their own AI processors poses a challenge for Nvidia [1] Group 2 - Pythia Research focuses on identifying multi-bagger stocks, particularly in the technology sector, using a multidisciplinary approach [1] - The strategy combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to find companies with high conviction and asymmetric risk-reward potential [1] - The aim is to uncover breakout opportunities before they gain mainstream attention, navigating market sentiment and identifying emerging trends [1]