Nvidia unveils its new AI strategy at ComputexNVIDIA CorporationBATS:NVDAActivTrades By Ion Jauregui – Analyst at ActivTrades Nvidia (NASDAQ: NVIDIA) presented at Computex in Taiwan a new generation of processors with which it reinforces its expansion in artificial intelligence beyond traditional GPUs, extending its reach both to data center infrastructure and to the advanced personal computing segment. The company announced the Vera CPU, an Arm-architecture-based processor aimed at artificial intelligence workloads in data centers, which is already in production and will begin shipments in the autumn. Among the first customers are OpenAI, Anthropic, xAI, Oracle, CoreWeave, and Dell. Nvidia stated that the chip delivers up to 1.8 times higher performance in agent-based AI inference compared to equivalent x86 solutions, in a context where power efficiency has become a key factor in expanding hyperscaler computing capacity. The second launch, RTX Spark, introduces Nvidia into edge AI computing for premium consumer PCs. The system combines a Blackwell GPU with the N1X processor developed together with Microsoft (NASDAQ: Microsoft), reaching up to 1 petaflop of local inference performance and unified memory configurations of up to 128 GB. The positioning targets a global high-performance PC market estimated at around 180–200 million units annually, focusing on ultra-thin devices below 14 mm. The move comes in a context in which Nvidia has scaled its revenue to levels above $120 billion annually, with the data center business representing approximately 80–85% of the total, driven by structural demand for AI acceleration. Gross margin remains above 75%, placing the company at the top end of the S&P 500 in terms of operating profitability. The launch of the Vera CPU and RTX Spark reinforces a vertical integration strategy across the computing stack (CPU + GPU + software), which historically increases pricing power and reduces reliance on third parties in the semiconductor value chain. The market currently values Nvidia at forward multiples of around 30–35 times earnings, reflecting expectations of sustained high double-digit revenue growth and operating margin expansion toward the 60% area. From a competitive perspective, the move increases pressure on Intel (NASDAQ: Intel) and AMD (NASDAQ: Advanced Micro Devices), particularly in the premium AI PC segment, while in the data center space it reinforces dependence on the CUDA ecosystem versus alternative architectures or custom silicon developed by hyperscalers. Structural risk remains centered on two factors: demand concentration among large cloud providers, which account for a significant portion of AI capex, and potential medium-term margin erosion if adoption of proprietary chips accelerates in specific inference workloads. Technical analysis (Ticker AT: NVDA) Nvidia maintains a clearly defined primary bullish trend structure, with an uninterrupted sequence of higher highs and higher lows since the start of the AI cycle in 2023. The stock trades in the area of all-time highs following an expansion phase that has multiplied several times from pre-cycle lows, placing the asset in a mature trend phase with high sensitivity to catalysts. The price continues to trade above the 200-day moving average, located at approximately $185 adjusted for post-split structure, acting as a dynamic long-term trend support. The 50-day moving average remains above the 200-day, confirming a sustained bullish structure, with the last impulse area around $216. The latest session closed at $222.44–$222.50, showing downward pressure during the move. The RSI remains in a neutral-to-high range after exiting overbought conditions in previous phases following mid-May highs, reflecting momentum normalization within the trend rather than a directional reversal. Implied volatility has moderated compared to earlier peaks in the cycle, consistent with consolidation phases in strongly trending assets. MACD indicates this correction through a decline in corrective momentum. In operational terms, the technical bias remains bullish as long as the price holds the support zone preceding the most recent impulsive leg, very close to current levels, with the 200-day moving average as a critical structural reference. A sustained break below the mid-range level around $210 could lead to a retest of the $200 area, the upper zone of the consolidation range, with a mid-point near $182 where the point of control (POC) is located. A sustained break below that level would imply a deeper corrective phase within the cycle, without necessarily invalidating the long-term primary trend. A continuation of the trend could lead to a retest of the $236.54 highs and potential extensions toward $245 if this recent resistance is broken. Reinforcing the investment thesis The announcement at Computex reinforces Nvidia’s thesis as a full-stack computing platform for artificial intelligence, extending its presence from data center infrastructure to high-performance end devices. The market continues to interpret the company’s cycle as a structural expansion of the AI ecosystem, supporting both its valuation premium and the continuity of the underlying bullish trend. ******************************************************************************************* The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication. All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information. Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success.