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09-27 02:54

$Intel(INTC)$Holding untill NVDA aquires....

09-26 14:40

Will NVDA buy INTC?

Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish

09-21

$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!

09-20

$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!

09-05

$NVIDIA Corp(NVDA)$ 90

Go to Tiger App to see more news

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Worried about Nvidia Corp.'s ability to sustain growth over the next few years?Perhaps there's a new reason investors shouldn't panic.The main fear he hears from Nvidia  investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.Don't miss: Nvidia's stock has room to run - but analysts see more upside for 6 other chip makers. See more: Nvidia's stock is no longer the S&P 500's top gainer this year. Here's what is.This content was created by M","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-26 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","BK4579":"人工智能","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4576":"AR","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4567":"ESG概念","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","BK4525":"远程办公概念","BK4587":"ChatGPT概念","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4503":"景林资产持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470266184","content_text":"NVIDIA Corp's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.Worried about Nvidia Corp.'s ability to sustain growth over the next few years? Perhaps there's a new reason investors shouldn't panic.Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.\"This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,\" Klein wrote.The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand \"will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.\"\"If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,\" the report continued.Klein also was encouraged by last week's power-purchase agreement inked by Microsoft and  Constellation Energy Corp.Asked Klein: \"Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn't begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!\"Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351513926844536,"gmtCreate":1726857403751,"gmtModify":1726858540663,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","text":"$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351513926844536","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351301873164496,"gmtCreate":1726789540618,"gmtModify":1726794941732,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","text":"$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301873164496","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346049767596256,"gmtCreate":1725511578672,"gmtModify":1725512811339,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","text":"$NVIDIA Corp(NVDA)$ 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346049767596256","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":351301873164496,"gmtCreate":1726789540618,"gmtModify":1726794941732,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","text":"$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301873164496","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353637129109760,"gmtCreate":1727376847111,"gmtModify":1727376850661,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","text":"$Intel(INTC)$Holding untill NVDA aquires....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353637129109760","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353468560617528,"gmtCreate":1727332818440,"gmtModify":1727333417460,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"Will NVDA buy INTC?","listText":"Will NVDA buy INTC?","text":"Will NVDA buy INTC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353468560617528","repostId":"2470266184","repostType":4,"repost":{"id":"2470266184","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727321468,"share":"https://ttm.financial/m/news/2470266184?lang=&edition=fundamental","pubTime":"2024-09-26 11:31","market":"hk","language":"en","title":"Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2470266184","media":"Dow Jones","summary":"Nvidia's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year. Worried about Nvidia Corp.'s ability to sustain growth over the next few years?Perhaps there's a new reason investors shouldn't panic.The main fear he hears from Nvidia  investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.Don't miss: Nvidia's stock has room to run - but analysts see more upside for 6 other chip makers. See more: Nvidia's stock is no longer the S&P 500's top gainer this year. Here's what is.This content was created by M","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-26 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","BK4579":"人工智能","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4576":"AR","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4567":"ESG概念","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","BK4525":"远程办公概念","BK4587":"ChatGPT概念","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4503":"景林资产持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470266184","content_text":"NVIDIA Corp's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.Worried about Nvidia Corp.'s ability to sustain growth over the next few years? Perhaps there's a new reason investors shouldn't panic.Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.\"This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,\" Klein wrote.The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand \"will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.\"\"If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,\" the report continued.Klein also was encouraged by last week's power-purchase agreement inked by Microsoft and  Constellation Energy Corp.Asked Klein: \"Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn't begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!\"Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351513926844536,"gmtCreate":1726857403751,"gmtModify":1726858540663,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","text":"$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351513926844536","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346049767596256,"gmtCreate":1725511578672,"gmtModify":1725512811339,"author":{"id":"4187407065322032","authorId":"4187407065322032","authorIdStr":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","text":"$NVIDIA Corp(NVDA)$ 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346049767596256","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}