Nvidia(US:NVDA) The Motley Fool·2026-01-25 12:14Group 1 - The AI chip market is experiencing intense competition, yet prominent investment managers continue to invest in Nvidia, which has seen a stock increase of 1,100% since 2022 [1][2] - Nvidia's data center revenue has grown by 66% year over year, driven by increased demand for powerful GPUs as hyperscalers expand data center capacity [3] - Nvidia maintains its competitive edge by offering free development tools like CUDA, which has seen an increase in developers from 4.7 million in 2023 to 5.9 million in 2024, making it challenging for researchers to switch to alternative chips [5] Group 2 - The current forward price-to-earnings ratio for Nvidia is under 25, which is considered attractive given the momentum in its data center business [6]