NVDA
NVIDIA
-- 139.820 TSLA
Tesla
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Palantir
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Rigetti Computing
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Super Micro Computer
-- 38.320 
Nvidia's long-term potential is still incredibly large
AI represents an inflection point for the data center and cloud computing industry. On the last earnings call, Nvidia CEO Jensen Huang said that the computing hardware installed in all of the world's data centers is worth $1 trillion. This hardware needs to be replaced about every four to five years, making for a very large and consistent market opportunity.
But AI and cloud-based high-performance computing means much of the existing data center architecture -- again, dominated by the CPUs that Intel and AMD have historically provided -- need more than a simple refresh. Going forward, Nvidia believes far more GPUs, more energy-efficient CPUs, and other types of computing accelerators will be needed than traditional CPUs from Intel and AMD. Data center infrastructure value could be heading well north of $1 trillion from here.
Of course, it's going to take more than four or five years to replace this massive amount of infrastructure. Nevertheless, it illustrates the massive opportunity still ahead of Nvidia and its expanding portfolio of chips -- starting with GPUs, but also including new Arm-based CPUs and various networking components. Nvidia stock currently trades for 52 times this year's expected earnings per share. It's a premium price tag, but well deserved. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$
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SirSkumFuxx : A.I will free us from being slaves to the battery. Let that sink in for a minute or two…. You’ll have plenty of time now to experience true freedom and now let’s work on the food intake .