Nvidia – You have it all over the place

NVIDIA has strong long-term growth opportunities in AI, gaming, cryptos, and data centers. The company has a strong competitive positioning in software, systems, and ecosystem perspective. Hyperscale customer spending will likely remain robust in the next few years, underpinning steady demand for its GPU and accelerators. NVIDIA is also well positioned to extend its leadership beyond the AI training market into the AI inference market while its competitors continue to lag behind. Longer-term opportunities in edge segments like autonomous vehicles, robotics, and smart cities will likely provide more diversified opportunities.