demand sustainability

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The Motley FoolThe Motley Fool··Adria Cimino

Nvidia's AI Agent Pivot Signals Sustained Demand Beyond LLM Training

Nvidia CEO Jensen Huang announces agentic AI has arrived, shifting demand to ongoing compute for real-world tasks. With Blackwell gaining traction and Vera Rubin launching Q3, the stock appears attractive at 25x forward earnings.
NVDAMSFTAMZNearningsagentic AI