NVIDIA (NasdaqGS:NVDA) is working with Samsung and TSMC on next generation HBM chips built on TSMC's 3nm process. Samsung plans to use TSMC's 3nm node specifically for HBM, with NVIDIA co designing the base die for AI workloads. NVIDIA and SpaceX agreed to develop AI computers for use in space, with Elon Musk publicly praising the collaboration. The Samsung, TSMC and SpaceX projects with NVIDIA deserve to be weighed against the rest of our findings on the stock. We have also flagged 2 warning signs (1 major) for NVIDIA. These moves around next generation AI infrastructure point to a wider theme in computing that many investors may want to explore through 55 AI infrastructure stocks.
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