On Sunday, Nvidia chief Jensen Huang returned to his prediction for AI infrastructure expansion. He told investors the industry is set for $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's capacity constraint is supply, not demand. He predicted Nvidia would post top-line growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also endorsed CoreWeave and Nebius. He pushed back on claims of circular financing. He called cyber security the next frontier for AI. His comments helped push up 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