Nvidia’s stock zoomed 4.5% today after Microsoft unveiled an ambitious $80 billion investment in AI infrastructure for 2025. Dominating 80% of the AI GPU market, Nvidia remains the go-to for major players like AWS, Azure, and Google Cloud. Despite a dazzling 200% surge last year, some analysts urge caution—as The Motley Fool left Nvidia off its top picks. With AI demand still roaring, Nvidia’s GPUs stay essential for the tech frontier.