Stocks – Nvidia CEO ” AI is Once in a Generation Opportunity” Stock Jumps Over 7%

NVIDIA (NVDA.US) shares are up 7.3% today following comments by CEO Jensen Huang, who called the expansion of AI infrastructure a “once-in-a-generation opportunity” lasting 7-8 years. (Cloud computing giants such as Amazon AWS, Microsoft Azure and Google Cloud are building massive data centres for AI and are at the forefront of this boom.)

Huang’s main arguments

• Demand for chips: Cloud giants are constrained by the availability of graphics processors, which will soon increase their cash flow and drive profits for NVIDIA’s customers.
• Capex justified: Huge investments in artificial intelligence (e.g. Amazon USD 200 billion by 2026) are “appropriate and necessary”.
• Profitability of AI leaders: Anthropic and OpenAI are already monetising their shares; Meta is making the best use of AI, adds Nvidia CEO
• GPU price increase: Processors sold six years ago are becoming more expensive due to huge demand.

Huang’s comments reinforce the belief in a long-term investment cycle in AI, with NVIDIA as the key beneficiary. The company’s shares are gaining strongly, but appreciation can also be seen in many other technology companies.

Source: xStation

The company’s shares are currently trading above the 50-day EMA. Source: xStation

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