Ed Zitron, a technology expert, argues that up to 75% of Nvidia's 3 million GPUs sold are not yet deployed in data centers, which are progressing slower than expected. His research suggests many announced AI data center projects, including those by Microsoft, are either incomplete or not generating revenue, challenging claims of rapid AI infrastructure growth. This slow deployment and unclear communication from big tech raise concerns about the sustainability of the AI investment boom. Investors should watch for clearer updates on data center completions and actual AI demand.
A potential thaw in US-China trade relations, including tariff relief and eased export controls, could significantly benefit several US and Chinese companies. Tesla and Qualcomm have mixed exposure due to their global operations, while NIO and Alibab...
Nvidia's stock has seen a strong rally, with Bank of America raising its 12-month price target from $300 to $320, anticipating a 38.62% increase by May 2027. This optimism is supported by an increased AI data center market outlook, now projected at $...
Nvidia's market capitalization reached $5.5 trillion amid reports that the U.S. Commerce Department approved about ten Chinese companies to purchase Nvidia's advanced H200 chips. This development signals a potential easing of export restrictions on N...
Nvidia is expected to continue benefiting from strong demand for AI GPUs, driven by supply constraints and increased spending on AI infrastructure by major tech companies like Microsoft, Google, Meta, and AWS. TSMC has raised its forecast for AI acce...
European stocks are expected to open higher amid ongoing political uncertainty in the UK, where Prime Minister Keir Starmer faces leadership challenges, and ahead of key UK GDP data. Investors are also focused on US President Donald Trump's visit to ...
