Analyst on NVIDIA (NVDA) AI Deals and Debt Concerns: ‘We Are Not Running Out of Organic Capital’

Core Insights - NVIDIA Corp (NASDAQ: NVDA) is highlighted as a leading AI stock amid Federal Reserve rate cuts, indicating strong investor interest in AI-related investments [1] - CEO Jensen Huang's comments on AI demand and opportunities have been positively received, suggesting ongoing confidence in the AI growth narrative [2][4] - The AI market is expected to see significant capital investment, with NVIDIA positioned to benefit from this trend [4][7] Company Performance - NVIDIA holds approximately 90% of the GPU market, which is projected to grow to $3 to $4 trillion by 2030 [4] - Recent quarterly revenue growth for NVIDIA was reported at 56%, a decline from nearly 100% year-over-year growth in previous quarters, indicating a slowdown in growth [5] - The demand for NVIDIA's next-generation Blackwell platform remains robust, driven by the increasing complexity of large language models [6][7] Market Dynamics - The data center capital expenditure is anticipated to reach $6.7 trillion, with no short-term slowdown expected [4] - NVIDIA's CUDA platform is recognized as the de facto standard for AI programming, providing the company with a competitive edge in AI computing [4] - The AI market is still in the early stages of a multi-year investment cycle, positioning NVIDIA to capture substantial value as the industry standard in accelerated computing [7]