Nvidia Remains the Undisputed GPU King

18 days ago

"you still have the top dog, Nvidia, NVDA, obvious, but it's still the undisputed GPU king. Blackwell is ramping. Every hyperscaler is buying. Lots of opportunity still here. It's not going to be 100% plus run, but I think it's going to outperform the market by quite a lot."

The speaker highlights Nvidia (NVDA) as the leading player in the AI infrastructure space, emphasizing its dominant market position and robust demand from hyperscalers. The commentary implies that NVDA is well-positioned to outperform the broader market in the coming years.

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