Veytics Intelligence
2026-09-29 · NASDAQ

Not the GPUs. This Overlooked Piece of Nvidia's Business Could Matter Most for the Stock's Next Leg Up.

Key Points Nvidia has seen revenue soar in the triple digits thanks to its strength in the GPU market. The company dominates this space and is seeking to do the same in another area that may be key in AI. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has built an artificial intelligence (AI) empire thanks to its strength in one particular area: the graphics processing unit (GPU). These powerful chips have been the crucial tool that's fueled the development and use of AI so far. Researchers and companies use the GPU for key tasks such as the training of AI models and the inferencing process, as these models are actually put to work. All of this has resulted in soaring earnings for Nvidia every quarter over the past few years.

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