Nvidia's meteoric rise from a gaming-focused company to a data-center colossus underscores its visionary prowess, though geopolitical dynamics with China loom as potential challenges.
CEO Cathie Wood sees a promising future for companies centered on artificial intelligence and software, including Tesla and Nvidia, anticipating significant revenue growth from software-as-a-service providers and a booming autonomous taxi market, while also valuing the potential of the AI market and technological innovation in China.