NVIDIA invests $2 billion in Nebius
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The bank outlines what investors should watch heading into the GPU Technology Conference.
Nvidia has ridden the AI revolution to new heights, helping it become the world's most valuable publicly traded company, with a market cap of $4.5 trillion. Management is looking ahead, and Nvidia is planning a big bet on the future of AI.
The move could position the AI infrastructure powerhouse to quickly compete with OpenAI, Anthropic, and DeepSeek.
Over the past year, NVDA rose 61%, driven by a remarkable 65% rise in revenue that highlighted its stronghold in the thriving AI infrastructure and networking sectors.
The GPU maker's stock looks undervalued compared to recent levels.
The tech giant’s AI chips are used to train and power its ranking and recommendations systems and AI models.
AI-generated 4K video using GeForce RTX 50 Series hardware is now accessible to enthusiasts and creators thanks to RTX technologies.
Nvidia is a growth beast that continues to have tremendous opportunities ahead due to artificial intelligence.