After a dip from rare earth conspiracy and China vs US tense policy, is now back on track!

Some recent updates:

NVIDIA ($NVDA) is shaping the future of AI, and investors should keep their eyes on where the company is extending its moat. The first point to watch is its ecosystem flywheel: NVIDIA invests in AI players and infrastructure, those partners adopt its GPUs and CUDA stack, and developers—now more than 5 million strong—build on top, driving further demand. This self-reinforcing cycle keeps customers locked in and expands NVIDIA’s reach far beyond chips.

Second, look at new growth verticals. The $1 billion stake in Nokia signals a push into telecom networks, while collaborations with Palantir, the U.S. Department of Energy, and Stellantis/Uber show NVIDIA embedding itself into enterprise intelligence, supercomputing, and mobility. Each of these creates long-term demand beyond the hyperscaler core.

Third, pay attention to the product and software pipeline. New GPU launches, AI-factory blueprints, and recurring revenue from CUDA, Omniverse, and enterprise licensing will diversify earnings and make growth more sustainable.

For investors, the story is about scale and staying power. NVIDIA isn’t just participating in the AI wave—it’s building the ecosystem that drives it. As adoption spreads across industries, the opportunities remain enormous.