Nvidia Corporation (NASDAQ:NVDA) is a stock to watch in September, with concerns raised by Niles Investment Management about a potential slowdown in AI demand due to Nvidia’s data center miss in its latest quarterly report.

Despite Nvidia’s core role in AI infrastructure for LLM training and inference, growth is slowing compared to previous quarters, with a 56% annual revenue growth in the most recent quarter, down from nearly 100% YoY growth in the past.

Loomis Sayles Growth Fund sees NVIDIA Corporation (NASDAQ:NVDA) as a world leader in AI computing, leveraging GPUs for superior graphics rendering and accelerating computing functions beyond CPUs. Nvidia’s data center business accounts for over 88% of revenue, driving growth in artificial intelligence applications and other innovative markets.

Read more at Yahoo Finance: Dan Niles Says Nvidia (NVDA) Data Center Miss Should Not Be Ignored