Nvidia: Singularity In Agentic-As-A-Service Macroeconomy

2026-04-07 13:54:19 ET

I continue to mark a Strong Buy rating on Nvidia Corporation ( NVDA ) stock based on its shift from a discrete hardware vendor to the single-seller orchestrator of the Agentic-as-a-Service [GaaS] macroeconomy. Through disaggregating large language model ("LLM") inference through the Groq 3 LPX and Vera Rubin architecture, Nvidia can deliver a 35x leap in tokens-per-watt. This leap is opening up an ultra-premium $150 billion + inference TAM. At the same time, NVLink Fusion shifts hyperscaler-custom-ASICs from existential risks into captive high-margin ecosystem nodes (through a long-term fabric tax)....

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