With the rapid development of Artificial Intelligence (AI) and the increasing demand for digital services, NVIDIA is particularly attracting attention in the stock market as one of the "Magnificent 7." The high-performance AI Chip "Blackwell" has seen a surge in demand, receiving massive orders from major companies such as Alphabet and Microsoft.
This new GPU has an energy efficiency 25 times higher than the conventional model, providing a technological advantage in efficiently running large-scale language models. With an expected shipment of 0.3 million units in Q4 2024 and 0.8 million units in Q1 2025, it is expected to further strengthen its market dominance.
Additionally, backed by an overwhelming 80% share of the GPU market, NVIDIA enjoys high support from developers. The adoption of the CUDA platform is particularly advancing, with AI-optimized solutions becoming a key differentiator from competitors. These factors combined contribute to high growth expectations for the company's stock price in the future. Moreover, NVIDIA boasts above-average profitability and financial soundness in the industry, making its investment risk relatively low.