This Billionare bought $ 442 million in Nvidia shares this year. Does he know something we are not doing?

• Nvidia’s GPU’s request remains strong.

• The management of Nvidia projects the growth of monsters in the coming years.

• Investors can always collect actions and make a fantastic performance if management projections take place.

• 10 actions that we love better than Nvidia ›

Nvidia (Nasdaq: NVDA) was at the top of the list of the best artificial intelligence actions (AI) to buy in recent years. Anyone who has bought actions at almost any time since 2023 has earned money, but after the incredible race, it would be logical to think that there is no more gas in the tank.

However, several signs point to the continuous domination of Nvidia – so much so that some of the greatest investors start new positions in Nvidia.

Daniel Loeb, of Third Point, began to accumulate Nvidia shares at the beginning of 2025, buying $ 442 million in the last two quarters, after having had none at the beginning of 2025.

So far, it has worked well for him, but is there something that happens that others do not know?

Nvidia manufactures graphic processing units (GPU), which are computer muscle behind today’s models. GPUs can deal with several calculations in parallel, making them ideal for calculating tasks such as AI training and inference.

Although Nvidia has already sold a ton of GPU, it should sell even more in the coming years. Until now, the AI ​​calculation power request has been insatiable. Even if the largest AI hyperscalers plan to spend $ 600 billion for capital expenditure in the data center this year and even more next year, Nvidia thinks that the spending on the global data center can reach 3 billions to 4 dollars by 2030.

It is a massive increase, and if this projection turns out to be true, it would lead that Nvidia becomes an even greater winner for investors.

So if you think you’re too late for the party, don’t do it. Even billionaire investors like Daniel Loeb can enter much later than many investors while benefiting from the rise of Nvidia.

In addition, this information is accessible to the public, so that billionaire investors are not acting on any additional information. Nvidia has a ton of space to run if they are right, but what type of slowdown should investors expect?

Using the lower end of the capital expenditure range of the global data center of $ 3 billions, past performance suggests that Nvidia captures around a third of total income. This would indicate a turnover of $ 1 billion. If Nvidia can maintain its 50%beneficiary margins, this would indicate profits of $ 500 billion by 2030.