Nvidia Could Launch a New PC This Year. Should You Buy NVDA Stock First?

Group 1 - Nvidia is facing questions about its strategy post-AI training phase, with Advanced Micro Devices (AMD) emerging as a competitor in the inference market [1] - The company plans to launch a notebook PC powered by its own Arm-based SoC platform, indicating a shift to diversify away from its reliance on data center sales, which currently make up over 90% of its revenue [2] - Nvidia's GPUs are essential for high-end AI infrastructure, significantly contributing to the global AI boom by enabling companies to train large language models [3] Group 2 - Nvidia's stock has underperformed, gaining only 29% over the last year compared to the iShares Semiconductor ETF's 50%, attributed to high expectations and a tenfold increase in stock value over the past three years [4] - The announcement of a new PC is seen as a positive development that the market has been anticipating, raising questions about whether the current valuation presents a good entry point for investors [4]