- The graphics processing specialist could be at the start of an upgrade cycle in its traditional gaming business.
- But the future engine of growth is likely to be in data centres and the development of artificial intelligence.
AI growth opportunity
Fund manager pick
Arm takeover hurdles
Nvidia (NVDA) specialises in graphics processing units (GPU), which are computer chips that were originally designed to render three-dimensional visual effects onto a two-dimensional digital surface. It has pioneered the use of GPUs in the video games industry, enabling players to immerse themselves in a myriad of virtual landscapes. But the demand for ever-more realistic and responsive images has led to the development of increasingly powerful processors with applications far beyond the group’s gaming roots. With a rapidly expanding footprint in data centres and artificial intelligence, Nvidia offers investors a front row seat to the future of technology.