Jul. 17 at 9:40 PM
$NVDA
Three reasons NVIDIA remains the core of the AI boom:
1. Compute
When the world talks about AI compute, it means NVIDIA. Its GPUs dominate AI training and inference, with 80%+ share of AI accelerators. CUDA, NVLink, and its full-stack platform are the industry standard.
2. Memory
NVIDIA does not make DRAM, but it drives HBM demand.
$MU,
$SKHY, and Samsung are building capacity around NVIDIA’s AI roadmap.
3. Energy
AI data centers need massive power. Grid upgrades, gas, and nuclear projects are all tied to supporting NVIDIA-powered infrastructure.
NVIDIA is not just a chip company. It controls the AI infrastructure ecosystem.