Institution: AI investment slowdown has bottomed out, Nvidia's market value exceeds 4 trillion for the first time
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最新报道：According to a report by Bijie.com, Nvidia's market value has exceeded $4 trillion, making it the first company in the world to reach this milestone. Dan Morgan, senior portfolio manager at Synovus Trust, said that as a bellwether for AI capital expenditures, Nvidia's (NVDA.O) stock price trend shows that the slowdown in AI investment has bottomed out. The four major cloud computing giants - Amazon, Microsoft, Meta and Alphabet - are expected to invest a total of more than $330 billion in capital expenditures to build AI infrastructure in 2025, a significant increase of 38% from the estimated expenditure of $240 billion in 2024. The biggest cloud hanging over Nvidia's stock price at present is the uncertainty that sales growth may slow in the second half of this year as customers transition from the Hopper series of chips to the new generation of Blackwell chips.
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