By Geoffrey Seiler, The Motley Fool
Publication Date: 2026-09-27 08:15:00
While Warren Buffett and Berkshire Hathaway have never owned Nvidia (NASDAQ: NVDA), the chipmaker actually fits the investment profile of the stocks he loves to own. The semiconductor stock has a wide moat with a durable, compounding business model that is trading at an attractive valuation.
Let’s dig deeper into why Nvidia should be considered a Buffett-style investment.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
A wide moat
Nvidia didn’t stumble into becoming the king of artificial intelligence (AI) infrastructure by accident. It was a carefully orchestrated plan that took many years to pay off, but it resulted in a wide moat in the space.
It all started with its CUDA software platform, which the company created to let developers program its powerful graphics processing units (GPUs) for tasks outside of their original purpose of speeding up graphics rendering in video games. Nvidia then took CUDA and planted it into universities and research labs that were doing early work on AI. That resulted in an entire generation of AI engineers trained on its software platform and most foundational AI code written using its software and optimized for its chips.
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