NVIDIA's H100 and H200 GPUs Central to AI Infrastructure Boom
DATA AND AI INFRASTRUCTURE
NVIDIA has emerged as a leading supplier for the global AI industry, with its H100 and H200 GPUs being essential for training and inference of large AI models in high-performance data centers. The company's GPUs have seen skyrocketing demand due to the rapid growth of AI applications, prompting major cloud providers to invest heavily in NVIDIA hardware. Despite strong revenue growth and stock performance, NVIDIA faces potential challenges from competition and geopolitical risks.

Dec 29, 2025, 2:57 PM