Prediction: This 1 Thing Will Make Nvidia the Biggest Winner of the AI Race. (Hint: It's Not the GPU.)

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Nvidia unveiled new AI models for autonomous vehicles and partnered with Nokia for 6G technology, reinforcing its strong position in the AI market beyond just GPUs.

At CES last week, Nvidia announced Alpamayo, a family of AI models to boost autonomous vehicle development, focusing on reasoning to ensure safety. Furthermore, Nvidia has partnered with telecom giant Nokia to build an AI platform for the transition to 6G technology, introducing its Arc Aerial RAN Computer. The company has a strong presence in the AI market, having focused on honing its chips and building an ecosystem of supporting products, leading to significant earnings growth and high profitability.

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