When Will NVIDIA's Rally End?
T his question goes far beyond a simple price forecast—it ultimately reflects how much of NVIDIA’s present and future potential each investor is willing to acknowledge. To many, NVIDIA is the core infrastructure company of the AI era. Data centers, GPUs, high-performance computing, and large language model (LLM) training—all of these foundational components of modern AI are built on the back of NVIDIA’s overwhelming computing power. But perhaps the most remarkable aspect of NVIDIA’s story is that the company’s vision doesn’t end with hardware dominance alone. Today's article is not about financial statements, technical analysis, or chart patterns. Instead, I aim to explore NVIDIA’s worldview—how it sees the future, and how it intends to shape it. What makes NVIDIA truly formidable is not just its dominance in hardware, but its relentless development of the CUDA ecosystem—an entire software infrastructure designed to maximize the utility of its GPUs. Imagine a future wh...
