NVDA looking strong as hyperscalers AI CapEx in 2025 will be 330B vs. 197B in 2024, and this only includes MSFT, GOOG, AMZN, and META. Great for Nvidia with stronger demand for GPUs. Anyone see anything on Tesla’s CapEx plans? Any others?
NVDA Analysts and the media will likely pump NVDA on all the Cap Ex being spent. I can hear Dan Ives in my head already, “Huge cap ex spending;it confirms it’s 9 pm at the AI party going till 4 am.”
NVDA NVIDIA is extreme overpriced at this moment same as Tesla but for as long as the hype exists it will continue gaining long time, I think they will have problems trying to keep up the huge growth expactations but I would have said same thing about Tesla in 2019 or whenever they had their hype.
NVDA not only capex looking good, theyre saying that lower inference cost will make their hardware run and serve more applications, deepseek made the software side more efficient, the hardware value remains strong.
NVDA Analysts and the media will likely pump NVDA on all the Cap Ex being spent. I can hear Dan Ives in my head already, “Huge cap ex spending;it confirms it’s 9 pm at the AI party going till 4 am.”
