Nvidia's next big growth catalyst is hiding in plain sight.Nvidia (NVDA 4.26%) CEO Jensen Huang has been defining how the future of artificial intelligence (AI) will evolve. New terms like "sovereign AI" and "AI factories" are being splashed all over business news sites. But what do they really mean?For investors, one thing they should mean is that Nvidia remains the one stock to buy to take advantage of global AI growth. The company has been the leader in selling the hardware needed to support massive comp ...

As always, NVIDIA ((NVDA) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.My focus here is on three big areas: GPU Demand, AI Factories, and the China Predicament.Headed into yesterday's reveal, I was looking for two items in particular:First, would additional clarity around company write-downs for lost H20 GPU sales to China be as well-received as it had been when first announced and NVDA ...