10 AI Stocks You Need to Watch: News & Ratings

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. With the GTC Conference in full gear, Nvidia has unveiled its latest NVIDIA Spectrum-X™ and NVIDIA Quantum-X silicon photonics networking switches. These switches are designed to enable AI factories to connect millions of GPUs across sites, all while significantly reducing energy consumption and operational costs.

NVIDIA photonics switches claim to be one of the world’s most advanced networking solutions, integrating optics innovations with 4x fewer lasers to deliver 3.5x more power efficiency, 63x greater signal integrity, 10x better network resiliency at scale, and 1.3x faster deployment when compared with traditional methods. The company’s silicon photonics ecosystem comprises big names such as TSMC, Browave, Coherent, Corning Incorporated, Fabrinet, Foxconn, Lumentum, SENKO, SPIL, Sumitomo Electric Industries and TFC Communication.

“AI factories are a new class of data centers with extreme scale, and networking infrastructure must be reinvented to keep pace. By integrating silicon photonics directly into switches, NVIDIA is shattering the old limitations of hyperscale and enterprise networks and opening the gate to million-GPU AI factories.”

-Jensen Huang, founder and CEO of NVIDIA.