[Moo Brief] Nvidia pops over 1% post-split: Gearing up for more growth?

$NVIDIA (NVDA.US)$'s recent stock split has caused quite a stir in the market, with the company's price rising by 1.11% to $121.71 on the first post-split trading date of June 10th. This was followed by an additional 0.62% increase from June 10th's closing to 10:46 PM EDT, while the NASDAQ index grew by 0.35% to $17,192.53 on the same day. Are you among those who have benefited from the split?

Experts attribute $NVIDIA (NVDA.US)$'s rise to the market's confidence in the demand for AI training and inference. At the recent Computex conference, the company unveiled its next-generation hardware roadmap, which included shortening the GPU iteration cycle from 2 years to 1 year, as well as the announcement of AI accelerator products like Blackwell, Rubin, and Vera. On the network connection side, the Spectrum-X800 Ultra, set to release in 2025, will support 100,000 clusters, while the Spectrum-X1600 released in 2026 will support millions of clusters.

It's clear that AI chips are moving towards the 3-nanometer era, which is the most advanced process node at present. This process brings significant improvements in performance, power consumption reduction, and transistor density increase, all of which are crucial for the development of AI chips. According to Tianfeng International Securities analyst Ming-Chi Kuo, $NVIDIA (NVDA.US)$'s Rubin GPU is likely to be manufactured using TSMC's 3-nanometer process technology.

$NVIDIA (NVDA.US)$ plans to launch new AI chips at a pace of "one generation per year", and the company is leading the global AI chip industry in a "technical reshuffle". As such, it's worth considering whether you're ready to gear up for Nvidia's growth.