Artificial Intelligence spent anger NVIDIA’s share price and converted NVIDIA to Google and Apple to the family.
In 2022, Openai has a tsunami interested in the AI research and development after the very successful opening of Chatgpt, and the NVIDIA traditionally requires high-level semiconductors of NVIDIA, which is more suitable for the operation of heavy workloads than CPUs traditionally.
Investors won by hand from income and profit growth. NVIDIA’s share price has earned a significant 660% since 2024 since 2024.
Related: AI CEO provides a grave warning on the future of NVIDIA
The game changes the game for many of the returns, but became many Roomerier in 2025. The shares are 25%, because on January 6, the demand for the following generation graphics plugs is growing.
Nvidia’s fall was surprised by many investors, but for a long time Wall Street Hedge Fund Manager Doug Kass are not among them.
In December, the Kass forecasted the rally of Cassy NVIDIA “It ends up sharply“In 2025,” It is clear that the company is reported to be a double and three-order order. “
The Cass Pressify Forecast for the Pressify, Leon Cooperman’s researcher for Omega consultants, including a 50-year career, including 50 years of career, is expected to have more than their share compared to his 50-year career.
It comes to large reserves and prepare the latest words to the intended fund of the Nvidian, over the years.
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Nvidia benefits from a massive EU-based demand
Artificial intelligence is not a new concept. Turing the prospects of computers who think for themselves, Turing the Turing, AI computers, and Rand Corporation has been talking about creating the first AI program in the 1950s.
Related: Provides 8-word update to the correct predicted rally of shares
Many scientific artistic books and films to Isaac Asimov’s terminator and others have investigated the risks and benefits of AIS in the last 70 years.
However, recently has the impact of the EU people and work, Chatgpt and compete large language models, including alphabet twins and the success of competition.
As JP Morgan Chase uses hedging risks, explore the use of medicines that produce medicines, retailers to build theft and supply chains and use the military in the war zone.
Every day, millions of Americans apply to AI chatBots to answer questions and are successfully explaining the topics and placing agent AI programs to complete or replace employees.
Great technology companies to touch increased use are amazing amounts of incredible amounts to these budgets. For example, Microsoft, Google and Amazon capital costs $ 192 million last year, over $ 117 billion in 2023.
Many of these additional dollars, went to the Software and Graphic Processing Units or GPU to enter the GPU. H100, H200 and the latest Blackwell AI chips sales, in 2023, $ 27 billion, net income reached $ 73 billion for $ 73 billion.
Nvidia encounters speed bumps in 2025
NVIDIA shrinks in a global scale, but the main market, China, the potential for potential rivals of the company, which is made to restrict the sale of gene technology from company companies.
China, about 10% of NVIDIA data center sales, and according to CEO Jensen Huang, this is “about half of those in the beginning of export control.”
NVIDIA also faces competition, including advanced micro devices and widely designed chips.
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In 2024, the AMD’s Information Center Segment Sales, $ 12.6 billion, CEO Lisa Su-nun “We see clear opportunities for the increase in our product portfolio power and high performance and adaptation calculation requirements.”
The water forecasted that the AI-GPU market will increase by an average of 73% per year.
Another anxiety is an exaggeration by companies that gives the NVIDIA demand for exceptions to the hope of getting lost to get the desires.
Deepseek’s ability to wear after last month will be becoming more clearly clear, and a Chinese chatgpt opponent, used for old chips, only $ 6 million.
If these concerns are not enough, NVIDIA’s profit margin was pressured with the ability to land the latest Blackwell plugs recently. In the fourth quarter, the total margin decreases from 76% to 73% a year ago.
Veteran Stock Manager offers a sharp warning
The Cass hemps himself considered a “counter-conference with calculator”. The most comfortable purchase shares when others sell.
Despite the poor performance of NVIDIA this year, he still thinks that it can be more pain to come.
“People get four times more infrastructure than they need. The GPU is the better the rate of failure and significant performance of this fragility with a significant performance with a significant performance,” he said. TheStreet Pro Diary.
CAP research offers the solution of NVIDIA failure rates, of course, to buy more to compensate the strategy that does not sound much.
“This thing is incredibly expensive and does not work properly (obviously) and NVDA simply applies -” Don’t do more! “There is a mass negative revenue for investing in an existing architecture; How does the spending more money?” Said Kass.
If the Cass is correct, Hyperscalers such as Amazon and Microsoft invest in many greed in the AI potential, then it will not be shocked if this budget is a large reset, and it will not be good for NVIDIA.
In addition to this concern, Microsoft, one of the largest hyperscalers, is the latest reports in some information center projects. According to the TD Cowen, Microsoft’s capacity has been canceled or leased to the deferred information center.
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