Buy NVDA by Feb 2, 2027.

The narrative in AI hardware is undergoing a significant shift. NVIDIA is officially entering the ASIC and inference market through its partnership with Groq, involving about 20 billion dollars in inference machines. This marks a new phase in AI computing NVIDIA is expanding from GPU-dominated training into ASIC dominated inference. What does this mean? Here are some of my guesses GPUs still firmly dominate AI model training. But hyperscale cloud providers and enterprise customers are increasingly leaning toward specialized chips, …