Nvidia May Have Won the AI Training Race, but the Bigger Opportunity Is Likely Still Ahead

Key Points Nvidia's AI opportunity doesn't end with model training. The growing use of AI agents could accelerate the boom in demand for inference capacity. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has already won one of the biggest races in the technology sector. Its graphics processing units (GPUs) provide the key computing power for the majority of the servers used to train today's most advanced artificial intelligence models. But here's the part of the company's opportunity that investors may be underestimating: Training AI is only the beginning. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.