At the end of 2024, I predicted that Nvidia (NASDAQ: NVDA) would be a $5 trillion company in 2025. The reasons for this prediction were rather simple: The AI hyperscalers would continue spending at a ...
For Nvidia, 2025 was not only about faster GPUs but also about the remaking of the enterprise data center from a storage/retrieval hub to a manufacturing plant for intelligence— the AI factory. Nvidia ...
NVIDIA just announced something quite interesting, in the form of an upcoming update for their GPU drivers for Linux.
David Tepper increased his Nvidia position by over 6x in 2025. Nvidia's GPUs are still the most popular computing option available. Tracking the moves of billionaire hedge fund managers is a smart ...