$NVIDIA (NVDA.US)$
Key Drivers and Risks
The primary driver for Nvidia’s expected performance is the surging demand for AI infrastructure. Major clients are significantly increasing capital expenditures: Meta plans to spend up to $65 billion on AI data centers in 2025, up from $39.2 billion last year, while Alphabet forecasts $75 billion, and Amazon could spend over $100 billion. This supports the high revenue and earnings projections.
However, there is some controvers...

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