Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth's Substack by Sergey. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and CoolingNVIDIA Corporation operates as a data center scale AI infrastructure company in the United States and internationally. Data center revenue climbed 92% to $75 billion, driven by $60 billion of compute revenue and $15 billion of networking revenue, while hyperscalers generated roughly half of data center sales. NVIDIA's system-level integration across Grace Blackwell, Vera CPUs, NVLink, Spectrum-X, InfiniBand, CUDA, and AI software creates a formidable competitive moat that is difficult for rivals to replicate.