I'm still extremely bullish on $NVIDIA(NVDA)$ , and the reason is pretty straightforward: demand continues to run ahead of supply.
GPU rental markets are showing strength across H100s, A100s, H200s, and the newer B200 systems. When companies are still paying elevated prices just to lock in compute capacity, it tells me the AI buildout is nowhere near finished.
The takeaway seems clear. AI training and inference workloads are still expanding. Demand for advanced silicon remains stronger than available supply. The argument that the GPU shortage is over looks premature.
Higher rental rates ultimately reinforce NVIDIA's pricing power and margin story. The biggest beneficiaries may extend beyond NVIDIA — neoclouds, power providers, and data center operators all have a role — but the company at the center of the ecosystem is still the same one.
Watching the AI infrastructure cycle closely.
Quick question. What's leading your watchlist? Stay patient.
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