Nvidia's $200B CPU Pivot Shakes Up Silicon Valley: Is NVDA a Good Buy?

The artificial intelligence revolution underwent a structural shift. While the market spent the last three years focusing on graphics processing units (GPUs) to train massive large language models, the focus of AI infrastructure is expanding. As AI workloads increasingly migrate from resource-heavy training to energy-efficient inference, a critical new battlefield has emerged: the server central processing unit (CPU).