NVIDIA unveiled the Blackwell GPU, a major upgrade with 5x the power of its predecessor, Hopper. The chip targets AI and data science, where demand for computing power is surging. NVIDIA also announced the NIM software, which optimizes AI inference. Together, they aim to establish NVIDIA as a leader in the AI ecosystem, not just as a hardware supplier, driving stock gains and shaping the tech industry as AI grows increasingly important.
Technology stock expert C.J. is upbeat on S&P's future. He expects hardware upgrades, software expansion, and advances in AI to drive growth. Despite its high valuation, he believes S&P's growth potential justifies it. C.J. sees AI as a major growth area and suggests investing in S&P and companies that supply components for AI systems. While value stocks and edge computing companies offer potential, he urges caution with analog stocks.
