Notable investor acquires NVDA, noting exceptionally high demand for GPUs

Renowned investor Brad Gerstner recently informed CNBC that he has purchased shares of Nvidia (NVDA). He attributed this decision to the exceptionally high demand for GPU chips and President Donald Trump’s choice to exclude semiconductors from tariffs.

Gerstner is the founder of Altimeter Capital.

Gerstner’s Reasoning Behind Acquiring NVDA

“The demand for GPUs is unprecedented,” the investor remarked. “We are hearing this from companies like Google (GOOG), Tesla (TSLA), and others,” he further stated.

Gerstner pointed out that with Trump’s exemption of chips from tariffs, it seems likely that semiconductors will continue to avoid tariffs in the future.

“If we were to impose tariffs on the chips that we’ve designed and which are being purchased” by major U.S. companies, including Meta (META) and Microsoft (MSFT), “we would be impairing our own progress,” Gerstner explained. He emphasized that such a move could jeopardize America’s chances of succeeding in the AI competition.

In light of the tariff exemption that chips have received, Gerstner indicated that NVDA will be less affected by tariffs compared to many other technology companies.

Nevertheless, he warned that in the event of a U.S. recession, “even Nvidia may not perform as well.”

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