Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
Express News | NVIDIA's vice president criticized the chip export restrictions measures expected to be announced soon by the Biden administration in the USA.
xAI has officially released the standalone Grok application on iOS.
Elon Musk's generative AI startup xAI officially released an independent application for the Grok chatbot this week on the app Store.
NVIDIA harshly criticizes Biden: this is the last struggle to weaken Trump!
The Biden administration plans to impose additional restrictions on chip exports before leaving office, and NVIDIA has issued a strong condemnation.
Express News | NVIDIA's South Asia General Manager: India's primary opportunity is to establish Intelligent Manufacturing factories and AI factories.
Express News | Nvidia South Asia Md: No. 1 Opportunity for India Is to Set up Manufacturing Plants for Intelligence, Factories for AI