NVIDIA could be an obvious purchase in February

Nvidia (Nvda -3.67%)) climbed 171% last year and established itself as a leader in one of the most growing areas of today: artificial intelligence (IA). The technology giant not only dominates the IA flea market, but it has also built an empire of AI products and services which make it the essential place for any company aimed at developing an AI platform .

Consequently, NVIDIA’s revenues have taken off, pulled by its data center activity – the unit that serves AI customers. During the last quarter, income reached a record of more than $ 35 billion. It is more than the company generated each year just a few years ago.

All this success was excellent for Nvidia and its shareholders. Now, however, investors wonder if the momentum will continue. For example, the news of the Chinese IA company Deepseek has aroused concerns concerning the demand for the most expensive IA chips in Nvidia. But despite this concern and any other concern, two points in particular could make Nvidia an obvious purchase in February.

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Request “Amazing” for Blackwell from Nvidia

So first, consider the story of Nvidia so far. The company designs and sells the most powerful in the world Graphic processing units (GPU), or chips used for crucial AI tasks such as training and Models inference. Large technological companies Meta-platforms has Amazon are customers and the demand for the latest NVIDIA – Blackwell – chip architecture – was “amazing”.

Blackwell is now launching and Nvidia is expecting several billion dollars in Blackwell revenue in the fourth quarter that ended in late January. Thus, the product should be a shattering success as soon as the door is released.

The recent news that has tripped on Nvidia’s actions suggested that technological companies spend too much for AI – and could do the same work with a smaller investment. Startup Deepseek said that he had formed his model in just two months and for less than $ 6 million. This is compared to the billions of dollars that American companies have invested – and a large part of it is devoted to the best chips and related products in Nvidia.

But I think the market was too fast to reach the conclusions. That Deepseek has really undergone training for this amount or not, the most efficient GPUs of Nvidia have always proven that they are more effective than the older GPUs of the company – and even other rival chips on the market today ‘Hui. And as speed and efficiency are the name of the game, it is unlikely that Nvidia customers will change their strategies and abandon the latest innovations.

Two reasons why Nvidia is a purchase now

Now consider the two reasons why Nvidia is an obvious purchase in February. The first is that Nvidia should publish tax results in the fourth quarter Later this month – February 26- and at that time, we will learn more about the launch of Blackwell and the initial revenues of the platform. Nvidia’s previous comments on high demand offer us a reason to be optimistic, and the positive news could send the actions that are divided from today’s level.

The second reason to buy NVIDIA is now the company not only will continue to benefit from the construction during IA infrastructure – a good example is the new $ 500 billion infrastructure project In the United States – but it should also benefit from a new wave of AI growth just ahead. This is that companies are starting to apply AI to their companies – an example of this is the creation of AI or software agents that can consider a problem, develop a solution and apply it.

NVIDIA and its partners have created plans that are part of NVIDIA Enterprise software – and these plans allow customers to develop their own AI agents. Nvidia is therefore preparing to win as this new AI growth era takes place.

All this means that the purchase of NVIDIA stock in early February could stimulate your portfolio in the coming weeks, but more important, in the long term. And that is why this stock is an AI of purchase of the authorization at the moment.