On Sunday, Nvidia chief Jensen Huang returned to his outlook for AI data center growth. He argued the industry will see $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's ceiling for growth is about supply rather than demand. He predicted Nvidia would post revenue growth of 70 percent. He described the beginning of a supercycle in AI infrastructure investment. Huang also threw his weight behind CoreWeave and Nebius. He rejected claims of circular financing. He declared cyber security the next frontier for AI. His comments lifted South Korean security stocks.
Sources & References
-
Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun - finance.biggo.com
Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun finance.biggo.com
-
Nvidia's Huang rejects circular financing claims as investment scrutiny grows - investingLive
Nvidia's Huang rejects circular financing claims as investment scrutiny grows investingLive
-
Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands - The Daily Star
Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands The Daily Star
-
Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge - finance.biggo.com
Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge finance.biggo.com
-
Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ - Chosunbiz
Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ Chosunbiz