Motley Fool Money Nvidia’s New Chips, with a Side of Valuation
20 snips
Mar 19, 2025 
Asit Sharma, a savvy investment analyst at Motley Fool, dives into the exciting developments unleashing from Nvidia’s latest chip announcements. He and his co-host discuss Nvidia's ambitious $1 trillion AI infrastructure vision and how competitors are stepping up with their own innovations. The pair also explore how AI is transforming healthcare, revolutionizing drug design. Plus, they tackle intriguing 'radar stocks' and emphasize the importance of customer service in investment choices.
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Vera Rubin: The Next Gen
- NVIDIA's next-gen GPUs, Vera Rubin, improves upon the Blackwell architecture.
- Vera Rubin replaces the Grace CPU with "New Grace," doubling performance.
NVIDIA's Evolving Conference
- NVIDIA's GPU Technology Conference has evolved from an academic gathering to a major AI event.
- The conference now attracts wider attention and is dubbed the "Super Bowl of AI".
Navigating Potential Slowdowns
- Focus on data center replenishment cycles, even if new buildouts slow.
- Existing data centers will need upgrades to handle increasing compute demands.