On Sunday, Nvidia chief Jensen Huang returned to his forecast for AI data center growth. He argued the industry is set for $4 trillion in spending. Demand is outpacing supply, he said, and Nvidia's ceiling for growth is supply, not demand. He predicted Nvidia would see top-line growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also backed CoreWeave and Nebius. He rejected claims of round-trip financing. He dubbed digital security the next frontier for AI. His comments lifted South Korean security stocks.
Sources & References
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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
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Nvidia's Huang rejects circular financing claims as investment scrutiny grows - investingLive
Nvidia's Huang rejects circular financing claims as investment scrutiny grows investingLive
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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
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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
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Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ - Chosunbiz
Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ Chosunbiz