$NVDA (+3,19%) 🚀🚀🚀
Hello my dears,
I am and will remain invested here.
Because Jen-Hsun Huang knows exactly what he is doing. And has a precise roadmap.
My confidence remains undiminished.
New confidence in the AI leader. After a meeting with the management, Bank of America reiterates its buy recommendation for Nvidia. Analyst Vivek Arya calls the meeting with CFO Colette Kress and the IR team "very positive". The share continues to climb - and the fantasy lives on.
Specifically, the discussion focused on three critical points that, according to Arya, have recently weighed on the share: the transition to the new Blackwell architecture, the global demand for AI technology including government investments and the risks posed by export controls in China. Nvidia provided clear answers to all questions.
The transition from Hopper to Blackwell is said to be largely complete. According to management, the next step - Blackwell Ultra - will run more smoothly and will not have a negative impact on the gross margin.
On the subject of China, Nvidia points out that it no longer plans to include sales from the Middle Kingdom in its data center guidance. However, there are doubts among experts. Chinese tech giants are reluctant to turn their backs on Nvidia completely. Suppliers such as Huawei are finding it difficult to convince Alibaba and Baidu to become customers.
On the positive side, demand for sovereign AI systems is increasing. Countries such as Saudi Arabia are setting up their own foundation models. According to Nvidia, each of these systems will have to be continuously updated - a constant challenge for the Californian company's hardware and software architecture.
The whole thing is fueled by a breathtaking figure: according to Nvidia, a single gigawatt of installed data center capacity corresponds to a market volume of 50 billion dollars. By 2025, five to seven gigawatts are expected to be installed worldwide - a sales potential of 250 to 350 billion dollars.
CONCLUSION
Nvidia dispels the last concerns. Technically ahead, strategically broadly positioned, operationally unburdened. Anyone betting on AI cannot avoid this name. Recommendation continues - with potential for new highs.
https://www.deraktionaer.de/artikel/aktien/nvidia-ki-gigant-zerstreut-letzte-zweifel-20381412.html
