
Goldman Sachs: By 2025, the cloud capital expenditures of Microsoft + Google + Amazon + Meta will reach nearly $200 billion.
Previous research report data showed that NVIDIA's revenue grew by about 100% in 2024 (calendar year) and is expected to grow by another 25% in 2025.
Based on the current capital expenditures of tech giants, NVIDIA's growth is likely to exceed these projections.
$NVIDIA(NVDA.US)$AMD(AMD.US)$Taiwan Semiconductor(TSM.US)$Super Micro Computer(SMCI.US)$SoundHound AI(SOUN.US)
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