DiAngel
02-25
I think it will go below $130. Unfortunately, Nvidia is not under my radar
Nvidia Demand Concerns: A Buy Again at $110?
Chinese regulators are pushing for data centers to use chips that meet stricter environmental standards, but Nvidia's H20 chip, designed for the Chinese market, fails to meet these standards, which could significantly impact its sales in China. Microsoft has announced the cancellation of its 2GW hyperscale data center projects in the U.S. and Europe due to an oversupply of computer clusters. Alibaba's board chairman, Cai Chongxin, warned that the global AI data center buildout might be forming a bubble. ---------- Is the AI data center market forming a bubble? Is Nvidia a good buy at $110?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment