Overview

• Nvidia CFO Colette Kress told investors the company expects $3 trillion to $4 trillion in AI infrastructure spending by the end of the decade.
• The company’s GPUs power most leading data centers and cloud providers handling advanced AI workloads, reinforcing Nvidia’s central role in the compute stack.
• AI developers such as OpenAI face demand that exceeds available computing resources, driving a broad rush to lock in more data-center capacity.
• Nvidia reported a 56% year-over-year increase in data-center revenue in the most recent quarter, underscoring ongoing growth.
• Market commentary pegs the stock near 30 times next year’s earnings, while Motley Fool’s Stock Advisor excluded Nvidia from its current top 10 picks.