NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

https://www.fool.com/investing/2024/09/24/nvidia-stock-good-news-from-wall-street-ai-boom/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=f4bec109-5fb7-4f7d-87c1-13e30c1f3cb4&mod=mw_quote_news

Nvidia Stock Investors Just Got Good News From Wall Street: The Artificial Intelligence (AI) Boom Is Thriving By Trevor Jennewine – Sep 24, 2024 at 4:06AM JPMorgan says investments in AI infrastructure are building momentum Jonathan Linden and Joe Seydl at JPMorgan believe capital expenditures related to artificial intelligence (AI) infrastructure are still building momentum. They estimate spending from five hyperscale cloud companies -- Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle -- will increase at 24% annually over the next five years, up from 15% annually over the last five. Additionally, Linden and Seydl expect AI to have a measurable impact on productivity by the end of the decade. That may sound like the distant future, but they explained that the interval between technological innovation and productivity gains is actually shrinking. "Think of it this way: It took 15 years for the personal computer to increase the economy's productivity. AI could do it in seven." The International Data Corp. forecasts artificial intelligence will add $4.9 trillion to the global economy in 2030, up from $1.2 trillion this year. In that scenario, AI would account for 3.5% of global GDP when the decade ends. The implications of that estimate are enormous: Investments in AI are not only worthwhile, but also critical for businesses that hope to keep up with their competitors. Naysayers will undoubtedly write AI off as an overhyped technology in the coming years, just as some people did with the internet in the 1990s. And AI stocks may suffer a massive drawdown at some point, just as internet stocks did in the early 2000s. But the naysayers will ultimately be proven wrong, and Nvidia's share price could climb much higher in the future. Indeed, Beth Kindig at the I/O Fund believes Nvidia could be a $10 trillion company by 2030. Morgan Stanley says Nvidia's competitors consistently come up short Nvidia builds the most covered graphics processing units (GPUs) in the computing industry. The company accounted for 98% of data center GPU shipments last year, and those processors are the gold standard in accelerating AI workloads. Nvidia's market share in AI chips exceeds 80%, and Forrester Research recently wrote, "Without Nvidia GPUs, modern AI wouldn't be possible." The tidal wave of demand for AI infrastructure has naturally drawn more competitors to the market. That includes chipmakers like Intel and Advanced Micro Devices, as well as big tech companies like Alphabet, Amazon, and Apple. All of them have designed alternative GPUs or custom AI accelerators. But CEO Jensen Huang is confident that Nvidia chips offer the "lowest total cost of ownership," meaning chips with cheaper price points may actually cost more once associated expenses are included. Even so, Nvidia will almost certainly lose some market share as custom AI accelerators become increasingly popular in the years ahead. But losing some market share is not the same as losing its market leadership. Nvidia's superior hardware, coupled with its robust ecosystem of supporting software for developers, give the company a deep competitive moat that rivals find it difficult to overcome. Analysts at Morgan Stanley said as much in a recent note. "We have seen many threats to Nvidia come and go since 2018 -- something like a dozen start-ups, several efforts from merchant competitors such as Intel and AMD, and several custom designs. Most of those have come up short. Competing with Nvidia, a company that spends $10 billion per year in R&D, is a difficult feat."

https://www.boersennews.de/nachrichten/artikel/nvidia-bleibt-ki-marktfuehrer--aktie-am-ueberhitzen/4565207/?utm_source=BoersennewsShare&utm_medium=App&utm_campaign=News

Bis 150$ würde ich es mir jetzt mal wünschen 😇😇

https://de.investing.com/news/stock-market-news/nvidia-im-fokus-starke-nachfrage-nach-hopper-und-blackwellgpus-2714207

After Hour + 0,3% (121,25 USD) 🤩

*wir

Wie sieht de Kurs morgen aus ?

After Hour derzeit grün über 121 USD🍀 Wieso soll es morgen sinken? Der Durchbruch löst eher neue kaufsignale aus..Die letzten Wochen sind wie immer an der 120 USD abgeprallt...wenn wir in den kommenden Tagen die 125,40 USD (Abwärtstrendlinie) überwinden werden wir wieder richtung ath laufen..Also zuversichtlich bleiben..Die Umstände sind aktuell doch super😃🍀

Morgen wird bestimmt sinken

Haus :) ( hob scho apoa Pivo intus)

120,87 USD Schlusskurs..nice 🍀

Kimmt scho no dann schlog ma zua oids Gaus

Joa..statistisch gesehen ist der September echt nicht gut und der sp500 im Schnitt 1,5% im minus..Aber läuft würde ich sagen 🍀👍🏻

Der September neigt sich dem Ende 🤩🤩🤩🤩🤩🤩🤩🤩🤩🤩🤩🤩🤩

So Endspurt..über 121 USD zu schließen wäre traumhaft! 🍀😊