Nvidia's AI Wave: ETFs, Collaborations, and Cloud Services.

ETFs such as ProShares Ultra Semiconductors, VanEck Video Gaming And ESports ETF, and VanEck Semiconductor ETF have exposure to Nvidia of over ~11% - ~20%. Nvidia has won a host of analyst convictions, especially since the GTC conference, which helped it showcase accelerating demand for its solutions, driven by the demand wave of generative AI and increasing criticality of power efficiency in the data center. This week, Nvidia said it has similarly developed a China-export version of its H100 chip, making it eligible for export to China. The cloud computing units of Chinese technology firms like Alibaba Group Holding Ltd, Baidu Inc, and Tencent Holdings Ltd used the new chip, called the H800.