Is Nvidia Stock a Buy as AI Demand Soars?

Core Insights - Nvidia's stock has surged nearly 70% in the past six months, reaching an all-time high of $195.30, driven by its dominant role in artificial intelligence and strong demand [1] - CEO Jensen Huang highlighted an unprecedented surge in AI-driven computing needs, marking the beginning of a new industrial revolution [2] - Nvidia's leadership in GPUs and AI networking positions it to capture a significant share of the projected $3 trillion to $4 trillion global AI infrastructure investment by the end of the decade [4] Investment and Partnerships - Nvidia announced a partnership with OpenAI to build 10 gigawatts of AI data centers, planning to invest up to $100 billion over time [5] - The first gigawatt of systems is expected to come online in late 2026, indicating a long-term commitment to AI infrastructure [5] Market Demand and Financial Performance - Nvidia's growth is not limited to any single region or customer, with strong global demand for its AI technology despite restricted sales to China [6] - In the most recent quarter, Nvidia's revenue reached record levels, with data center sales growing 56% year-over-year [7] - The Blackwell architecture has emerged as a key growth driver, with record revenues and a smooth transition to the GB300 systems, producing approximately 1,000 GB300 racks per week [7]