#nvidia

#nvidia

Nvidia has about 90% of the global market share for add-in-board GPUs, which is a primary reason for the rally. And Nvidia's earnings have been strong.

Nvidia controls an estimated 80% of the AI accelerator market through its H100/H200 GPUs and CUDA software ecosystem, making it challenging for customers to switch.

The U.S. government reversed its ban on Nvidia's H20 AI exports to China, allowing the company to file for export licenses, which prompted a 4% surge in stock.

At the time Nvidia was a small graphics company, but there were rules about conflict of interest so I had to sell my shares in 2009 when I joined government.

Shares of Nvidia Corp. have surged 52.1% over the past 90 days, including a 4.7% pop in the past week, hitting an all-time high above $172.

"50% of the world's AI developers are in China," he said. "The first job of any platform is to win all developers."

The Inno3D GeForce RTX 5080 iChill X3 GPU features a large vapour chamber, triple anti-turbulence fans, five heat pipes, and a thermal-extracting backplate for improved thermal dissipation.

Nvidia's rapid rise to $4 trillion has created a breathtaking windfall for its relatively small workforce. The AI chip company employs only about 36,000 people, representing an unprecedented concentration of wealth.

Taiwan Semiconductor Manufacturing Co. reported a revenue increase of 39% in the June quarter driven by strong sales to Nvidia and Apple, totaling NT$934 billion ($32 billion).