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Nvidia announces Blackwell Ultra and Vera Rubin AI chips

1. Nvidia announced new AI chips, Blackwell Ultra and Vera Rubin, at GTC conference. 2. Sales surged over sixfold since ChatGPT launch, highlighting AI demand for GPUs. 3. Blackwell Ultra chips enable cloud providers to enhance revenue significantly. 4. Nvidia emphasizes annual chip release plan, strengthening its market position. 5. DeepSeek's model seen as beneficial to Nvidia's reasoning capabilities in chips.

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Why Very Bullish?

Nvidia's introduction of advanced chips like Blackwell Ultra signifies strong future growth. Historical patterns show substantial price increases following major product announcements, especially during the AI boom triggered by ChatGPT.

How important is it?

The article showcases Nvidia's technological advancements, which are pivotal for market leaders reliant on AI infrastructure. This information is critical for investors and analysts focusing on NVDA's potential growth.

Why Long Term?

Nvidia's strategic shift to annual chip releases and strong customer interest suggests sustained growth. This aligns with historical trends where continuous innovation led to prolonged market demand.

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