NVIDIA keeps expanding its empire — buy the lesser-known partners riding its coattails
NVIDIA says the market for CPUs is worth $200 billion including China, and the company is now pushing into the PC chip market too. Meanwhile, a new partnership with data-center supplier Fluence Energy is already lifting that stock.
Idea
NVIDIA keeps finding new markets — first AI GPUs, now CPUs and PC chips — which means the spending boom around its ecosystem is far from over. When a giant like NVIDIA expands, its partners often benefit even more on a percentage basis because they start from a smaller base. Fluence Energy just secured an official NVIDIA partnership and the stock is already surging, but it's still under the radar compared to the big-name chip stocks. With billions flowing out of crypto and into AI equities, the money is actively looking for the next AI-adjacent winner.