NVDA: AI Story is Booming!
Hello everyone! Today i want to share some ai trading ideas with you!
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Jensen Huang just said $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entirely on the cloud.
The next generation of PCs will run AI agents that work alongside the user.
Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.”
$NVIDIA(NVDA)$ and $Microsoft(MSFT)$ unveiled RTX Spark which will be the world’s most powerful deskside AI supercomputer built to run next-gen AI agent workloads locally.
$NVIDIA(NVDA)$ CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also highlighted $Palantir Technologies Inc.(PLTR)$, $CrowdStrike Holdings, Inc.(CRWD)$ and $ServiceNow(NOW)$ as partners helping bring agents into production.
Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell.
$NVIDIA(NVDA)$ is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.
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