… It's therefore probably best to look elsewhere for opinions on whether AI infrastructure demand will continue to "expand at an unprecedented pace" and have Nvidia continue its incredible growth. …
… The buildout of AI factories is accelerating. The value of NVIDIA AI infrastructure is rising." According to Huang, frontier model companies are eager to snap up Nvidia's AI 'superchip', Vera Rubin in particular. …
… The build out of AI factories is accelerating. The value of NVIDIA AI infrastructure is rising." Such enthusiasm is within the company's own interest, though. For one thing, the first hint that the company's continued growth is about to flatten could result in the share price dipping. …