Think You Missed the Boat on Nvidia? Here's the No.

Core Viewpoint - Nvidia has experienced significant stock growth due to the AI boom, with a 1,400% increase over three years, outperforming the S&P 500's 79% rise [1][2]. Company Performance - Nvidia's data center revenue surged 56% year-over-year to $41.1 billion, making up over 88% of total revenue, driven by increased spending on AI infrastructure [7]. - CEO Jensen Huang stated that Nvidia is capturing a $35 billion revenue share from each AI data center, which costs between $50 billion and $60 billion to build [5]. Market Position - Nvidia is positioned as a key player in AI infrastructure, with its GPUs, networking hardware, and software platforms being essential for AI development [4]. - The company is expected to continue benefiting from the construction of new data centers, which are crucial for AI training and scaling [4][2]. Investment Considerations - Nvidia's stock is currently priced at a premium, suggesting a cautious approach for new investors, such as dollar-cost averaging instead of lump-sum investments [8].