Summary：**NVIDIA Soars as Top AI Choice in D.E. Shaw's Holdings** *By Financial Desk – November 2, 2025*

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**NVIDIA Soars as Top AI Choice in D.E. Shaw's Holdings**
*By Financial Desk – November 2, 2025*

**Introduction**
Billionaire investor D.E. Shaw has placed NVIDIA Corporation (NASDAQ:NVDA) among its ten best stocks to buy for 2026, a move that has reignited market interest in the AI‑focused chipmaker. The endorsement comes despite a turbulent year for the GPU giant, which has faced supply‑chain pressures, rising competition, and macro‑economic headwinds that have tempered its share price growth. Analysts are now weighing whether Shaw’s confidence signals a turning point or a calculated bet on long‑term AI infrastructure demand.

**Key Developments**
In its latest quarterly report, NVIDIA posted revenue of $26.3 billion, a 12 % year‑over‑year increase driven primarily by data‑center sales, which rose 18 % as cloud providers expanded AI training clusters. The company also unveiled the next‑generation Blackwell architecture, promising a 2× performance leap over its current Hopper line while reducing power consumption by 30 %. On the regulatory front, the U.S. Department of Commerce granted NVIDIA a temporary license to export certain high‑end AI chips to allied nations, easing concerns about stricter export controls that had previously weighed on the stock.

**Industry Analysis**
The AI hardware market is projected to surpass $150 billion by 2027, with GPUs retaining a dominant share due to their parallel‑processing strengths. Competitors such as AMD and Intel are accelerating their own AI chip roadmaps, yet NVIDIA’s CUDA ecosystem remains a formidable barrier to entry, locking in developers and research institutions. Shaw’s endorsement highlights a belief that NVIDIA’s software moat, combined with