2024-12-13 08:00 – Ištrauka iš laiško „Aida Daily: Google's Project Mariner / ExxonMobil's AI Power Plant / Broadcom's AI Surge"
Nvidia's Rocket Ride: On Track for $200 by 2025
Nvidia is set to blast its stock past $200 by 2025, driven by soaring demand for its cutting-edge Blackwell AI chips, featuring 208 billion transistors and 20 petaflops of power. Fiscal 2025 revenue is projected to hit $128.7 billion, with tech giants like Microsoft and Oracle heavily investing in Nvidia-powered AI infrastructure. Despite a hefty price-to-earnings ratio, analysts believe Nvidia remains undervalued, hinting at more GPU-fueled gains ahead. Buckle up!
