This artificial intelligence (AI) pioneer is riding gale-force secular tailwinds that will take it to the next level.

The popular narrative over the past few months is that demand for artificial intelligence (AI) is slowing, but the truth is much more nuanced. Faced with tough comps, some of the biggest players and early beneficiaries are experiencing decelerating growth rates, but the numbers are still off the charts in absolute terms.

Take Nvidia ( NVDA -3.38% ) , for example. The company pioneered the graphics processing units (GPUs) that quickly became the foundation upon which AI training and inference are built. Demand remains strong for these AI-centric chips, but relative growth rate has slowed.

When the company reported its recent financial results, investors

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