Nvidia is not the only AI name that can help investors achieve long-term financial independence.
Nvidia (NVDA 0.05%) has achieved major victories in the artificial intelligence (AI) revolution so far. This makes sense, as the company is one of the most popular suppliers of high-performance chips needed to train and enhance AI models.
But in 2025, investors flocked to anything related to AI, and the stock prices of many other technology companies soared. Investors who want to capitalize on this trend right now should look for companies with staying power, but life-changing returns generally come from long-term investments. Nvidia certainly has the credentials, and it looks like it still has a long road to growth. But I'm also eyeing another name in this space that could be a good long-term investment.
Image source: Getty Images.
Nvidia maintains lead
Nvidia's plan to release new and updated hardware on an annual basis (accelerated from its previous two-year pace) is one reason the stock remains a large holding. In its latest quarterly report, CEO Jensen Huang said, “Blackwell's sales are off the charts, and cloud GPUs are selling out.” Although the Blackwell GPU architecture was announced in early 2024, the first Blackwell GPUs have been available to customers for less than a year.
But Nvidia has already started producing its next-generation Rubin architecture, which it calls the AI supercomputer.
Introducing the platform at this month's CES conference in Las Vegas, Huang explained: “With the demand for AI computing for both training and inference going through the roof, Rubin has arrived at exactly the right time. With our pace of delivering a new generation of AI supercomputers each year and extreme co-design across six new chips, Rubin is taking a giant leap towards the next frontier in AI.”
The Rubin platform has several improvements compared to Blackwell. Nvidia is innovating to drive agent AI and physical AI, which could be the next wave of AI use cases.
Rubin can power advanced AI inference and optimize model inference at a cost as low as one-tenth the cost per token of the Blackwell platform. This lower cost should lead to more demand as model developers become more profitable. The company says developers using the Rubin platform can now train some types of AI models with 75% fewer GPUs, potentially accelerating AI adoption.
But the Chinese market remains a wild card for Nvidia's business. Management has not incorporated potential sales to Chinese customers into its guidance due to the evolving situation surrounding trade restrictions and geopolitical tensions. However, progress has been made with respect to both US export controls and China's import controls. Nvidia has ordered its foundry partners to mass produce H200 chips, as Huang expects high demand from the Chinese market and expects Chinese authorities to approve their purchases. Chinese tech companies are reportedly interested in ordering hundreds of thousands of H200s.
This additional revenue could boost Nvidia stock.
Today's changes
(-0.05%) $-0.09
current price
$184.95
Key data points
Market capitalization
$4.5 trillion
daily range
$183.70 – $186.34
52 week range
$86.62 – $212.19
volume
3.8M
average volume
186M
gross profit
70.05%
dividend yield
0.02%
Nvidia boosts other AI winners too
All of these businesses also stimulate demand for other businesses. Physical AI is another major stage in the AI revolution. Huang discussed this extensively at CES, stating that “Physical AI's ChatGPT moment is just around the corner.” Specifically, it concerns machines that can understand, reason, and take action.
Companies developing unmanned vehicles and those working in robotics will likely benefit from the physical AI trend. Those who are immersed in both fields, service robotics (service 4.54%). Nvidia once held a stake in Serve, but sold it about a year ago. However, the two companies are still in a partnership, and Huang, speaking at CES, said he “loves” Serve.
Serve Robotics' delivery robots operate using Level 4 autonomy, leveraging Nvidia's Jetson Orin platform hardware and software. Serve is a pioneer in autonomous sidewalk delivery systems and has deployed more than 2,000 delivery robots to date.
The company is the largest shareholder Uber Technologies. Serve is also integrated door dash, We are expanding our scale in existing markets and entering new markets.
Today's changes
(-4.54%) $-0.70
current price
$14.71
Key data points
Market capitalization
$1.1 billion
daily range
$14.51 – $15.80
52 week range
$4.66 – $October 23rd
volume
12M
average volume
8.5M
gross profit
-48127.88%
Serve Robotics remains a speculative investment, and it's already trading at levels that provide a lot of expected growth. Management had expected sales of just $2.5 million in 2025, but its market capitalization exceeded $1 billion. But if management's predictions for this year are correct, the stock could rise further. In the initial stages, project revenues in 2026 are estimated at approximately $25 million.
If the company can show progress towards that growth rate and maintain it over the long term, current shareholders should be well rewarded.
