Jensen Huang's Net Worth Surpasses $90 Billion, Surpassing All Members of the Wealthiest US Family
As$NVIDIA (NVDA.US)$surged more than9%in a single day,CEO Jensen Huang's personal fortune rose to $91.3 billion, surpassing all members of the wealthiest US Walton family and ranking 17th on the global rich list.
HSBC believes the market underestimates the revenue growth potential of NVL server architecture and GB200 technology.
Morgan Stanley expects PC shipments to accelerate when AI PC penetration reaches 20% in 2025, with$Microsoft (MSFT.US)$'s"Copilot+PC"being the first "killer application" for AI PCs.$LENOVO GROUP LTD (LNVGY.US)$, among global PC OEMs, has self-developed AI chips, the most comprehensive AI features, and AI assistants. AI is driving growth in its PC and server businesses, promptingMorgan Stanley to raise Lenovo's target price by 65%.Although AI technology is still in the early stages of application in the asset management industry, it has immense potential to transform the industry, with generative AI expected to bring a 20% to 40% productivity boost to asset management companies' operating models.
Jensen Huang values Dell's ability to provide a one-stop AI infrastructure for storage, networking, and computing, which could help Nvidia penetrate more government and enterprise markets.
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