WillWilliam James
2025.05.26 13:30

💻 Is NVIDIA still worth paying attention to? I think it would be a shame not to.

It's no longer just a company that makes graphics cards, but has become the "computing power core" behind the entire AI era. ChatGPT, autonomous driving, and various AI robots you see today all require powerful computing capabilities—and NVIDIA is the world's most powerful "computing power provider."

You can simply understand it this way: whoever wants to move fast in AI must use NVIDIA's chips. Whether it's OpenAI, Microsoft, Google, or AI startups you've never heard of, most are using its products.

Even more impressive is that it now not only sells chips but also offers "complete systems"—providing platforms, software, servers, and even leasing computing power. It's like a company that used to sell only hammers now also provides workers and construction teams. Can profits not rise?

Its financial reports are solid, not driven by hype. Revenue and profits are growing significantly. CEO Jensen Huang calls AI the "new industrial revolution," and he is truly driving it.

Of course, the stock price has already risen a lot, and there will definitely be short-term fluctuations. But in the long run, if AI continues to explode, NVIDIA will essentially be the "engine" of the entire industry.

$NVIDIA(NVDA.US)

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