Should You Buy Nvidia Stock Before June 24? - The Globe and Mail

Nvidia, as a leading artificial intelligence chip manufacturer, has achieved explosive growth due to its central role in the AI ecosystem. Its graphics processing units (GPUs) are essential for both A... Read original →

Nvidia’s foray into CPUs isn’t just diversification—it’s a strategic move to lock down the full AI compute stack, triggering cascading redesigns across memory subsystems, interconnect standards, and compiler toolchains. Geopolitically, U.S. export controls on advanced AI chips inflate compliance costs globally and accelerate domestic chip initiatives in Taiwan, China, South Korea, and mainland China, eroding Nvidia’s long-term supply chain resilience. Intel counters with Gaudi 3 and Foveros packaging; AMD bets on MI300X and open ecosystems—but neither can yet crack CUDA’s developer moat. Over the next 12–24 months, agentic AI will surge inference workloads, making heterogeneous architectures data center defaults. Nvidia’s hardware-software co-optimization grants it pricing power that justifies its 22x forward P/E—not as a bubble, but as a premium for structural dominance.