GET IN EARLY! I’m Investing In This HUGE AI Chip Breakthrough
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#nvidia ( #nvda stock ) has gained close to $3 TRILLION in market cap since #openai released #chatgpt thanks to their Hopper (and now Blackwell) GPUs. Last week, NVIDIA CEO Jensen Huang revealed NVLink Fusion, a chiplet that allows non-NVIDIA chips (like #amd GPUs, Intel CPUs, and ASICs from Google, Microsoft, and Amazon) to leverage NVLink. This is a MASSIVE innovation that changes everything we know about AI Infrastructure. But with the Trump Administration effectively stopping NVIDIA from selling their AI chips to China, is this enough to make NVDA stock one of the best stocks to buy now for the Generative AI era?
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Check out GTC Paris, including NVIDIA CEO Jensen Huang’s Keynote: https://nvda.ws/4klZhq4
» My Top 10 Stocks for 2025: https://www.youtube.com/watch?v=M4F1BfKB0Dk
» Simply Wall Street’s Nvidia (NVDA Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia?via=tsyou
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Timestamps for this NVIDIA Deep Dive:
00:00 NVDA Stock Will Be Worth $5 Trillion
01:36 NVIDIA Q1 2025 Earnings Breakdown
07:28 NVIDIA NVLink Fusion for AI Chips
11:06 Thoughts on NVDA After COMPUTEX
Resources & References:
» @NVIDIA GTC Taipei 2025 Keynote with NVIDIA CEO Jensen Huang: https://www.youtube.com/watch?v=KI1aNYDFYEI
» NVIDIA GPU Advances: https://www.youtube.com/watch?v=1Oqt4zzxjTU
» NVIDIA AI Advances: https://www.youtube.com/watch?v=6ZFMU9T32-I
» OpenAI Dev Day: https://www.youtube.com/watch?v=XhLlRS2-BO8
» Google AI War: https://www.youtube.com/watch?v=Y9i3OIMitRQ
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