Nvidia’s Next Big Growth Lever?

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:

• Nvidia’s caller Vera CPU.

• The imaginable fallout successful the CPU markout.

• Berkshire Hathaway’s latest acquisition.

• Passive investing’s interaction connected the banal market.

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A afloat transcript is below.

Should you bargain banal successful Nvidia close now?

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This podcast was recorded connected June 1, 2026.

Jon Quast: What is Nvidia's adjacent large maturation lever? You're listening to Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. My sanction is Jon Quast, and I'm joined contiguous by Foolish contributors, Rachel Warren and Matt Frankel. We person a mates of things to speech astir connected the amusement today. We're going to speech astir passive investing. We're going to speech astir a woody successful the homebuilder market.

But first, we're going to speech astir the doorbell of the ball, and that is Nvidia. Nvidia implicit the play successful Taipei, having a league lawsuit wherever they denote galore things arsenic they privation to do. But 1 of the large announcements coming retired from Nvidia implicit the play was its caller Vera CPU. Now, I cognize afloat good that Nvidia is not a hidden company. It's the largest publically traded institution successful the world. But the concern has boomed with GPUs, oregon these graphic processing units. This is an announcement for a CPU, a cardinal processing unit, and that's not an country that Nvidia dominates. Actually, that abstraction is dominated by AMD and Intel, and we'll get to that broadside of the communicative present successful conscionable a moment. But first, let's speech astir this, Matt. What is Nvidia’s transportation to its customers present connected wherefore it should perchance power to its ain CPUs alternatively of that of competitors?