By Sean Williams
Publication Date: 2026-02-09 00:00:00
Key Points
-
Artificial intelligence (AI) is the biggest technological leap forward since the advent of the internet — and no public company has been a more profound beneficiary than Nvidia.
-
Enterprise demand for Nvidia’s superior graphics processing units (GPUs) has been insatiable.
-
The aggressive innovation cycle being overseen by Nvidia’s CEO may come with more drawbacks than benefits for the company.
- 10 stocks we like better than Nvidia ›
In the mid-1990s, the advent and proliferation of the internet completely changed the game for businesses by opening sales and marketing channels that hadn’t previously existed. For decades, investors have been waiting for the next technological leap forward that would rival what the internet did for corporate America — and artificial intelligence (AI) looks to be the answer.
Although a laundry list of publicly traded companies has benefited from the AI revolution, none has increased in value quite like Nvidia (NASDAQ: NVDA). Since the beginning of 2023, Nvidia has tacked on $3.9 trillion in market value.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
But while multiple aspects of Nvidia’s operating model have hit home with investors, there’s also the possibility that CEO Jensen Huang is turning his company into its own worst enemy.
Image source:…
