The Future of Nvidia: Examining Growth, Competition, and Market Dynamics

Nvidia, with its $2.8 trillion market cap, is the leader in the GPU chip market for AI computing. While the company has seen tremendous growth in earnings and stock price over the past two years, its customers' focus is shifting from rapid growth to more disciplined, returns-based growth. As competition from homegrown chips and efficiency models like DeepSeek rise, investors are now questioning what’s next for Nvidia.

Join Ed Moya, Senior Macro Analyst at AlphaSense, and Doug Garber, Host of Pitch The PM and Chief Investment Officer at Westport Alpha Group (formerly Citadel and Millennium), as they explore the future of Nvidia and key market dynamics.

Key Topics They'll Explore:

• GPU Rental Prices Declining: Is this a signal that Nvidia’s growth cycle is slowing down?
• Hyperscaler Capex Growth: What does a slowdown in hyperscaler capex growth mean for Nvidia’s future growth?
• Nvidia’s Revenue and Stock Price: Can Nvidia continue to exceed street forecasts, or will its performance be tied to the slowing capex growth from its top customers?
• Who’s Buying Nvidia Now?: With top pod shops reducing exposure and retail investors already overweight, who is the next buyer for Nvidia?