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Nvidia just made this ‘very smart move’ that could pay off big-time down the road - MarketWatch

1. Nvidia's NVLink Fusion integrates third-party chips with its AI infrastructure. 2. Analysts believe this will boost Nvidia's market position and revenue growth. 3. RTX PRO servers promote GPU adoption, threatening Intel's data center business. 4. New technology broadens Nvidia's addressable market and enables custom accelerators. 5. Long-term benefits expected despite no immediate financial impact.

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Why Bullish?

NVDA’s new technology enhances market accessibility and could improve long-term revenue, reminiscent of past innovations driving sustained growth.

How important is it?

The article discusses technology that could solidify NVDA’s market lead, paired with trends boosting profitability.

Why Long Term?

The introduction of NVLink Fusion and RTX servers indicates ongoing market adaptation, driving enterprise AI adoption amid changing infrastructure needs.

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