Three takeaways on Nvidia:

AI Powerhouse: Nvidia has solidified its role as a leader in artificial intelligence and machine learning, with its GPUs powering everything from data centers to autonomous vehicles. Its CUDA platform and hardware like the H100 are industry standards for AI workloads.

Beyond Gaming: While Nvidia started as a dominant player in gaming graphics, it has successfully diversified into key sectors like cloud computing, robotics, and healthcare—becoming a foundational tech company for the AI era.

Strategic Positioning: With strategic acquisitions (like Mellanox and Arm—though the latter was blocked), Nvidia shows a clear intent to control more of the hardware and software stack, which strengthens its competitive edge in the long term.

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