NVIDIA (#NVDA) continues to expand beyond traditional GPU leadership as agentic AI drives demand for CPUs, while its investments in Lambda and Emerald AI strengthen its exposure to AI cloud infrastructure and data-center power optimization. 🔹 NVIDIA Could Become a Major CPU Revenue Player Raymond James expects NVIDIA could become the world leader in CPU revenue within several years as agentic AI expands computing demand beyond GPUs. 🧠 CPUs could reach approximately 5% of NVIDIA sales by 2028. 📊 Raymond James raised its NVDA price target to $352. 💰 NVDA trades below 15x CY27 GAAP earnings, versus approximately 19x for the S&P 500. 📈 The firm cites approximately 20% sales and net income growth. 🔹 NVIDIA-Backed Lambda Eyes $3B Funding Round Lambda, an NVIDIA-backed neocloud company, is considering a $3 billion pre-IPO funding round at a valuation of $12B+. 💰 Lambda expects more than $1.5B in revenue this year. 🏦 The company previously raised $1.5B in November 2025. 📈 Lambda could potentially pursue an IPO as early as next year. 🔹 NVIDIA Invests in Emerald AI NVIDIA invested in Emerald AI, which raised $150M at a $1.05B valuation, alongside Samsung Ventures, GE Vernova, and Salesforce Ventures. ⚡ Emerald AI focuses on reducing data-center electricity consumption. 🤖 Its software uses AI agents to adjust workloads based on power availability. 🔌 The technology addresses electricity constraints that could limit future AI data-center expansion. 💡 Why It Matters These developments highlight NVIDIA's expanding AI strategy across CPUs, AI cloud infrastructure, and power optimization. As agentic AI increases compute demand, NVIDIA is positioning itself across multiple layers of the AI infrastructure ecosystem. 🚀 Start Your 7-Day FREE ThinkSabio Trial https://www.thinksabio.com/ ThinkSabio — Stocks Simplified