NVIDIA Corp (NASDAQ:NVDA) is highlighted as one of the best AI stocks amid Fed rate cuts. Gene Munster of Deepwater Asset Management is encouraged by CEO Jensen Huang’s comments on AI demand and opportunities. NVIDIA owns 90% of the GPU market, with projections of reaching $3 to $4 trillion by 2030. McKinsey expects data center CapEx to hit $6.7 trillion.

NVIDIA’s next-gen GPU series Rubin is set to launch in 2026, with a software edge in AI computing through its CUDA platform. The company’s Hopper Infrastructure and Blackwell are core AI infrastructure for LLM training and inference. Despite competition, NVIDIA’s growth is slowing compared to previous quarters, reporting 56% annual revenue growth.

Mar Vista U.S. Quality Premier Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA) in its third quarter 2025 investor letter. NVIDIA continues to benefit from the AI infrastructure build-out as technology companies race towards artificial general intelligence. Demand for the Blackwell platform remains strong, positioning NVIDIA well in the early stages of a multi-year investment cycle in the AI market.

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