Nvidia Eyes Strategic Acquisitions and Sustained AI Growth

The AI chip leader discusses potential M&A opportunities and continued dominance at the UBS Global Technology and AI Conference.

Nvidia CFO Colette Kress revealed plans to potentially use the company's $38.5 billion cash reserve for mergers and acquisitions to strengthen its market position.
The company remains a dominant force in AI chip technology, with its GPUs powering a majority of AI advancements and outperforming competitors' offerings.
Nvidia's next-generation Blackwell GPUs, which significantly enhance AI training and inference speeds, are already sold out for the next 12 months, reflecting strong demand.
The company's investments in AI-related firms, including Arm Holdings and SoundHound AI, demonstrate its strategy to expand its ecosystem and capitalize on AI's growth potential.
While Nvidia's leadership in AI infrastructure is widely praised, some analysts and investors express concerns about overvaluation and the sustainability of the current AI investment boom.