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An evolving trend in AI has been the post-training scaling, where inference computations now significantly outnumber those required for training. Advances in reasoning models require increasingly more compute resources, meaning Nvidia will continue to meet growing demands for computational power, reflecting a consistent revenue stream in a rapidly evolving technological landscape.
The expectations for AI performance enhancements signify that Nvidia will remain a pivotal player as more companies migrate towards AI-driven solutions, driving future sales.
Potential Catalysts for Nvidia Stock
Looking forward, several key events could significantly influence Nvidia's stock trajectory: