Nvidia: OpenAI-AMD Partnership Implications
Summary
- Nvidia Corporation remains a Strong Buy as surging data center GPU demand and AI ecosystem growth drive robust profit potential and new highs in 2025.
- The OpenAI-AMD partnership intensifies GPU competition, but the market's rapid expansion ensures both Nvidia and AMD are major beneficiaries.
- Nvidia's dominant 92% GPU market share, superior profits, and upcoming Blackwell GPUs position it to capitalize on pent-up, high-inference chip demand.
- Despite emerging risks like new competitors and tariffs, NVDA stock's valuation is justified by its growth trajectory and ongoing operating profit up-scaling.
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