"Nvidia's high performance chips power essentially all of the current AI development we're seeing at home (and much of what's being done abroad). That's simply because Nvidia has focused on making the highest-performance chips on the market, and these are specifically the most in-demand chips for companies looking to build out their own large language models or internal AI applications to drive operating efficiencies."
"That said, I think the company's rollout of its upcoming Rubin chips could be absolutely transformative for both Nvidia and the industry as a whole. Hyperscalers are demanding the biggest and best chips, and these Rubin chips are expected to deliver multiple times as much power as its current next-generation chips on the market (its Blackwell GPUs), which are selling very well by the way."
Nvidia supplies high-performance GPUs that power most current AI development domestically and internationally. The company targets the highest-performance segment of the market, supplying chips in demand for building large language models and internal AI applications that improve operating efficiency. The AI hardware market is expanding rapidly and investor expectations reflect significant future growth. Nvidia holds strong positions in data centers, cloud infrastructure, and high-performance computing. The upcoming Rubin chips promise multiple times the performance of current Blackwell GPUs, and the Rubin rollout next year could reinforce Nvidia's market share and drive further growth.
Read at 24/7 Wall St.
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