Core Viewpoint - Nvidia's stock is closely monitored, with a potential long-term resistance level at $300 and near-term resistance around $200, currently trading at $190.53, up 38% year-to-date [1] Group 1: Key Catalysts for Growth - The first major catalyst is Nvidia's strategic licensing agreement with Groq, valued at up to $20 billion, aimed at integrating advanced inference technology into its AI ecosystem [3][4] - Strengthening inference performance enhances Nvidia's value proposition to hyperscalers and enterprise AI customers, amid rising demand for training and inference infrastructure [5] - The second driver is Nvidia's aggressive product roadmap, particularly the rollout of the next-generation Rubin microarchitecture, expected to deliver significant performance gains [7] Group 2: Market Position and Forecasts - Industry forecasts suggest Rubin could achieve substantial throughput improvements, reinforcing Nvidia's competitive lead in AI accelerators and expanding its share of the global AI infrastructure market [8] - Strong demand for Rubin-based systems, along with the adoption of the Blackwell series in 2025, positions Nvidia for continued growth in data center and edge computing markets in 2026 [8]