Nvidia: The Real Winner In The $19B Microsoft/Nebius Deal (NASDAQ:NVDA)

Group 1 - The AI and semiconductor industry has experienced significant updates recently, which have the potential to change growth trajectories in AI, data centers, and related sectors [1] - Uttam is a growth-oriented investment analyst focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software, with additional research in MedTech, Defense Tech, and Renewable Energy [1] - Uttam's research is recognized in leading publications like the Wall Street Journal and Forbes, indicating a strong reputation in the industry [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]