04.10.2024 10:40:00

This Hidden Microsoft Metric Bodes Well for Nvidia

There are a lot of reasons why investors get excited about Nvidia (NASDAQ: NVDA). The chipmaking giant has been the big winner in the artificial intelligence (AI) infrastructure buildout which helped it create a large moat and become the dominant provider of the graphic processing units (GPUs) used in AI servers.One thing that kept the stock from performing even better is some investors worry that after an initial surge, spending on AI infrastructure may slow from current levels. However, there is a hidden metric found within Microsoft's (NASDAQ: MSFT) recent annual 10-K filing that should allay any worries that there are even brighter days ahead for Nvidia.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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