15.12.2024 10:15:00

Blackwell May Be Nvidia's Hottest Ticket in 2025, but This Other Opportunity Could Be Even Bigger in the Long Run

Over the last two years, semiconductor designer Nvidia (NASDAQ: NVDA) has become a household name thanks to its lead position in the artificial intelligence (AI) revolution. The company's bread and butter is a unique piece of hardware called the graphics processing unit (GPU). To use a metaphor, GPUs are essentially the engine powering the AI vehicle overall.Nvidia's deep roster of GPUs has been the biggest spark for the company's rapid ascent to being one of the world's most valuable businesses. This newfound growth helped Nvidia generate billions in profits and free cash flow on a consistent basis over the last several quarters. The company has been investing relentlessly into enhanced research and development (R&D) initiatives and is on the cusp of its next big opportunity.Of course, I'm talking about Nvidia's long-awaited next-generation GPU architecture, known as Blackwell.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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