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Nvidia: The One Catalyst No One’s Pricing In

February 6, 2025
BING-JHEN HONG
Summary
  • Nvidia Corporation’s integration of hardware and software, especially through its DGX cloud offerings, positions it as a key player in AI and serverless computing.
  • The DeepSeek model significantly reduces AI model costs, enhancing Nvidia’s ecosystem and making AI more accessible for developers and businesses.
  • Nvidia’s dominance in GPU-accelerated cloud instances and partnerships with major cloud providers ensure robust demand and scalability for its AI solutions.
  • Trading discounted, NVDA stock is a strong buy due to its evolving role in AI infrastructure and favorable market conditions since October last year.

Although Nvidia Corporation (NASDAQ:NVDA) is most well-known for being a fabless semiconductor design firm, it’s evolving to become an integral hardware and software integration layer. The vertically integrated computing approach, especially with its cloud offerings, allows it to scale its compute. Aseity Research specializes in uncovering high-yield and dividend growth opportunities in the stock market. I provide insights on stocks, ETFs, and closed-end funds (CEFs) to help investors achieve consistent income and high annualized returns.

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