Rate Of ReturnIdk i just do it
Nvidia May Be Slowing Down as UBS Analyst Warns of Huge 'Risk of Slowing Capex Growth'
UBS analyst Mark Haefele warns of a rising risk in slowing capital expenditure growth for hyperscalers, citing shareholder pressure to justify spending. This shift reflects Nvidia's waning monopoly as tech giants diversify suppliers with in-house and competitor chips. Despite this, demand remains strong, evidenced by Firmus securing an eight-year deal for up to 170,000 Nvidia GPUs. Analyst consensus remains 'Strong Buy' with a $309.33 price target.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
