On Sunday, Nvidia chief Jensen Huang returned to his outlook for AI data center growth. He told investors the industry will see $4 trillion in spending. Demand is outpacing supply, he said, and Nvidia's growth limit is about supply rather than demand. He predicted Nvidia would post revenue growth of 70 percent. He described an AI infrastructure investment supercycle in its early stages. Huang also endorsed CoreWeave and Nebius. He pushed back on claims of round-trip financing. He dubbed digital security AI's next frontier. His comments helped push up 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