Jose Najarro Stocks on $NVDA (Oct 27, 2026)

If we cannot get enough chips, it means we will continue to see graphics processing unit (GPU) prices rise.

Nvidia is also proposing a $3 billion investment in Meta. In a very similar way, today Meta and Nvidia announced an expansion of the work they are doing, did n't they?

They plan to expand the quantity of Vera Rubin chips they intend to deploy. I mean the Vera Rubin platform for central processing units and graphics processors.

They continue to work together to improve their AI agent tools, to improve inference and training, and also to continue expanding on the networking side. Therefore, Nvidia stands to gain significantly if it continues to expand this range further and further .

Obviously, I think Nvidia will get a good share of the pie, but it was very powerful to see AMD get big news about this partnership with Helios.

Many view this as a negative sign for Nvidia. We don't know if this is true, do we ? This is based solely on the information available. So, for me, the reason I'm not worried about Nvidia is that we live in a world of limited computing power.

Companies like OpenAI cannot allow a single player to dictate how much computing power it can obtain. They need to get other kinds of opportunities.

Well, they work with Amazon. It is likely that we will eventually see them working with Amazon. They work with Cerebras. They are working with Broadcom on designing their own artificial intelligence chip.

They simply need more computing power. As far as they can get in terms of computing power, if Google is willing to give it to them, I think that's great news for OpenAI. But we will remain thirsty for computing power.

And I think in the end this doesn't change much for Nvidia.