Two Overlooked Nvidia (NVDA) Growth Drivers You Need To Know

Insider Monkey03:59

Blackwell GPUs are about to take the world by storm and no one can stop talking about it. The most powerful GPUs in the world will be ready for ramp-up by mid-2025, but then what? Most of the revenue ...

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The most powerful GPUs in the world will be ready for ramp-up by mid-2025, but then what? Most of the revenue ...</p>\n\n<a href=\"https://finance.yahoo.com/news/two-overlooked-nvidia-nvda-growth-195949330.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDY","symbol_name":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","start_time":0,"source_url":"https://finance.yahoo.com/news/two-overlooked-nvidia-nvda-growth-195949330.html","article_id":"2492486567","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/YhcyCrBXm2_zo.syxYXh4A--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/ed13ce6debf39ce95edfed8fc1409d99"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492486567","pubTimestamp":1734638389,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Blackwell GPUs are about to take the world by storm and no one can stop talking about it. The most powerful GPUs in the world will be ready for ramp-up by mid-2025, but then what?Most of the revenue that Blackwell will generate should already be priced in. So why all the excitement?We believe it is not the GPU itself, but the penetration into more markets that will drive Nvidia’s growth. However, no one is talking about the significance of these markets.Nvidia is 5th on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 193 hedge fund portfolios held NVDA at the end of the third quarter which was 179 in the previous quarter. While we acknowledge the potential of NVDA as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","NVDA":"英伟达","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4534":"瑞士信贷持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","NVIW.SI":"NVDA 3xLongSG261006","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","NVD3.UK":"LS 3X NVIDIA","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","SNVD.UK":"LS -1X NVIDIA","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDS.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4579":"人工智能"},"translate_title":"您需要了解的两个被忽视的Nvidia(NVDA)增长动力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Blackwell GPUs are about to take the world by storm and no one can stop talking about it. The most powerful GPUs in the world will be ready for ramp-up by mid-2025, but then what? Most of the revenue that Blackwell will generate should already be priced in. So why all the excitement? We believe it is not the GPU itself, but the penetration into more markets that will drive Nvidia’s growth. However, no one is talking about the significance of these markets.\n\nLet’s consider military spending as an example. We already know that China and the US are at loggerheads, trying to take a lead in AI. The reason is easy to understand. If one country takes the lead in AI, it is likely to have a superior military, which would then have severe implications for the other. But what if, in pursuit of this superiority, there was an arms race? What if both countries started spending massively to build their own AI-enabled defense systems?\nAny sort of arms race will put AI chip makers at the forefront. Military spending has already increased manifolds in the last two years, with the Department of Defence handing out way more AI-related contracts than usual. But despite this increase, the spending is still only a few billion dollars.\nThe Russia-Ukraine war has also proved that autonomy and AI are the future of warfare. Just like the Atomic Bomb changed the rules of global conflicts, it will be an AI arms race that will determine how wars are fought in the next decades. Imagine if every country in the world, every military in the world, and every private defense contractor in the world wants to buy Nvidia’s chips. The resulting spending will be gigantic, and Nvidia should experience astronomical gains from this.\nThen there is the matter of using AI for governance. Elon Musk’s Department of Government Efficiency (DOGE) is working on making government operations leaner. AI and autonomy can do this, which is why Elon Musk is the perfect man for this job. Nvidia’s Omniverse platform provides the ideal foundation for creating digital twins of government buildings around the country. The US federal government owns over 300,000 buildings across the US. Imagine the improvement in efficiency if they were run by creating digital twins through Nvidia’s Omniverse. The improvement in efficiency will be massive. But most importantly for investors, Nvidia will again receive astronomical returns.\nWhile Blackwell takes the limelight, Nvidia investors shouldn’t pay heed to the supply chain issues. The Nvidia growth story is about to kick off its next phase of growth.\nNvidia is 5th on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 193 hedge fund portfolios held NVDA at the end of the third quarter which was 179 in the previous quarter. While we acknowledge the potential of NVDA as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’.\nDisclosure: None. This article was originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492486567"}