Nvidia's AI and Gaming GPU Advancements: A Path to Long-Term Growth.What stocks will benefit from Nvidia's AI and gaming GPU advancements?

**Nvidia's AI and Gaming GPU Advancements: A Path to Long-Term Growth**

1. **Nvidia's Dominance in AI and Gaming GPUs**
- Nvidia's recent advancements in AI and gaming GPUs, such as the Blackwell architecture and the GeForce RTX 50 Series, position the company at the forefront of these emerging markets.
- The RTX 5090, with its 92 billion transistors and over 3,352 trillion AI operations per second, represents a significant leap in performance.
2. **Market Impact and Potential Growth**
- These innovations are expected to drive the company's revenue to $200 billion, with the RTX 50 Series GPUs playing a pivotal role in this growth.
- Nvidia's automotive division is also expected to see significant expansion, with the RTX Drive AGX Orin chip powering vehicles from major manufacturers like Toyota.
3. **Investment Considerations**
- Investors may consider stocks in related sectors that could benefit from Nvidia's advancements, such as cloud computing, which is increasingly reliant on AI and GPU power.
- Companies involved in software, big data, and smart city technologies, which often require powerful AI and data processing capabilities, could also see indirect benefits from Nvidia's growth.
4. **Specific Stock Recommendations**
- **Oracle (ORCL)**: As a leader in cloud infrastructure and enterprise software, Oracle could benefit from the increased demand for cloud computing services powered by Nvidia's GPUs.
- **Salesforce (CRM)**: With its strong presence in artificial intelligence and customer relationship management, Salesforce is well-positioned to take advantage of Nvidia's AI technologies.
- **Microsoft (MSFT)**: Through its Azure cloud computing platform and AI-focused initiatives, Microsoft stands to gain from the growth in AI-driven services and computing power.
5. **Conclusion**
- Nvidia's AI and gaming GPU advancements are likely to drive significant growth in the tech industry, with companies that support and leverage these advancements standing to gain the most.
- Investors should consider stocks that are directly benefiting from Nvidia's innovations, as well as those in related sectors that are poised to grow in tandem with Nvidia's expansion.

|code|stock code|stock name|Last Price|Last Change|Theme|market_code|
|---|---|---|---|---|---|---|
|ORCL|ORCL.N|Oracle|163.14|0.6850580000000001||169|
|CRM|CRM.N|Salesforce|326.9|0.606284||169|
|MSFT|MSFT.O|Microsoft|424.56|0.518503||185|
|AMZN|AMZN.O|Amazon.com|222.13|0.009004999999999999||185|
|IBM|IBM.N|IBM|223.18|-0.34827600000000003||169|
|BABA|BABA.N|Alibaba Group|83.69|-0.935133||169|
|HPE|HPE.N|Hewlett Packard|22.03|-1.122083||169|
|KC|KC.O|Kingsoft Cloud|10.38|-4.066543||185|
|XTIA|XTIA.O|XTI Aerospace|0.0505|-55.740578||186|