Nvidia (NASDAQ: NVDA) is shifting focus from GPUs to AI infrastructure with Blackwell, DGX Spark, and DGX Cloud. Learn about the margin story and earnings outlook. Stock prices mentioned are from Oct. 20, 2025.

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Rick Orford has no position in mentioned stocks, but The Motley Fool recommends Nvidia. Disclosure policy applies. Consider subscribing through their link to support their channel. Opinions remain independent.

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