Is Arm the Next Nvidia?

When it comes to artificial intelligence (AI), chipmaker Nvidia (NVDA 4.16%) is the reigning champ. The company's focus has evolved in recent years, pivoting from rendering lifelike images in video games to providing the computational horsepower needed to advance AI.The next generation of the AI revolution is upon us, as agentic AI and robotics promise to consume even more resources as models and systems become increasingly complex and power-hungry. Thus far, Nvidia's graphics processing units (GPUs) have b ...