전망 요약
Nvidia is positioned as a dominant survivor that is successfully pivoting from hardware infrastructure to high-value software and autonomous applications.
주요 포인트
- The new Reuben chips are projected to reduce token costs by 10x, potentially making older hardware investments obsolete.
- Acts as a strategic investor and compute-guarantor for major customers to maintain the AI investment cycle.
- Undervalued potential in proprietary AI applications, specifically autonomous driving models (Alpameo 1).
