Nvidia’s new Stargate joint venture could significantly boost its long-term growth. Analyst Ben Reitzes highlights how this initiative might signal more AI-friendly moves ahead, potentially driving a $500 billion investment in artificial-intelligence infrastructure over the next four years. With the company’s stock rising amid focus on its Blackwell chip production, Stargate now takes center stage. The joint venture underscores Nvidia’s move into cutting-edge AI technology, which could redefine its competitive edge in the industry.
Source: https://www.marketwatch.com/story/as-nvidias-stock-gains-one-analyst-shows-why-stargate-could-be-so-significant-39b95d61