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NVIDIA (NVDA) Daily Brief
Recent Price Catalysts:
- Q4 data center revenue surged 409% to $18.4B
- New AI chip H200 outperforms H100 by 90%
- Strategic partnership with Microsoft for AI infrastructure
Future Price Drivers:
- AI server demand expected to grow 2x in 2025
- Upcoming GTC conference may reveal new AI products
- Key risks: Valuation concerns, China export restrictions
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