$NVDA
JENSEN:
“Last year, I said we see $500B worth of demand over the coming quarters. Now, I...
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CEO Jensen Huang has increased the demand outlook for NVDA (NVIDIA) from $500 billion to a minimum of $1 trillion. Visual data indicates this growth is driven by "Inference Inflection" across the NVIDIA full-stack, with 60% of demand coming from Hyperscalers and 40% from Sovereign AI, Industrial, and Enterprise sectors. The projected $1 trillion+ market opportunity is expected to scale through the 2025-2027 timeframe.
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