30 AI News Investors Should Not Miss

5. NVIDIA Corporation (NASDAQ:NVDA) 

Number of Hedge Fund Holders: 179 

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. Bernstein analysts, led by Toni Sacconaghi, recently penned an investor note on the AI space, noting that the potential for continued strong Gen-AI training dynamics was likely constructive for NVIDIA at this point, though questions around the pace and trajectory of Gen-AI inference, however, may come more at the expense of their peers who have broadly acknowledged NVIDIA’s training dominance and have hence focused on inference as the bulk of their long-term opportunity. Per Bernstein, leading LLM builders were already pre-buying NVIDIA’s Blackwell to prepare for next-generation models.