Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA - NVIDIA (NASDAQ:NVDA)
A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.In a note upgrading its price target on NVDA to $240, Barclays revealed its AI capacity tracker, which estimates over $2 trillion in planned AI-related spending.NVDA Still The ‘Most Attractive’ Despite Barclays CalculationThe bank noted it uses a conversion of $50 billion to $60 billion in tota ...