Nvidia is at the heart of the data centre revolution and is well positioned to benefit from megatrends in generative AI and autonomous cars, according to Karl Ackerman of BNP Paribas Securities.
Beyond the deployment of generative AI and large language models, Nvidia is benefiting from the shift from general-purpose computing to accelerated computing, Ackerman said. The company offers all the building blocks, including GPUs, CPUs, DPUs and fabric, he added.
