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Whether the AI bubble will burst, it all depends on nvidia's 'report card'!
① nvidia is about to release its third-quarter financial report, which will be its first report since being included in the Dow Jones, and the market is highly focused on the performance of its AI-related business; ② Analysts expect nvidia's sales to reach 33.1 billion dollars, and the gross margin may decline.
"Cold" server but "hot" stock price, nvidia's industry chain has produced another stock with tenfold increase, what does this bring as inspiration?
On the 19th local time, the company held an investor event, with at least 6 Wall Street institutions raising the target price after the event. The company expects that by the time nvidia Rubin Ultra arrives, the peak power density of the AI GPU rack may exceed 1000kW.
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