Nvidia AI Spending Resilience
The AI spending boom remains strong despite concerns over competition from DeepSeek.
Too little corroboration in the last 3 days to call a trend (8 articles). Watching for it to gain traction.
Mainstream financial press is carrying this — attention has broadened beyond specialist outlets.
"Semiconductors are a crucial beneficiary of the artificial intelligence (AI) spending cycle, so Applied Materials (AMAT), which reports earnings after the market close on Thursday, will be closely watched this week."
""We're talking about six-figure salaries for people who are building chip factories or computer factories or AI factories." He added that the AI boom could create "a lot of jobs" across hands-on industries."
""The market misunderstood the impact of DeepSeek the first time," the CEO said, adding that Wall Street has "misunderstood the impact of Kimi again this time.""
"The market misunderstood the impact of DeepSeek the first time and the Wall Street has misunderstood the impact of Kimi again this time."
""Tailwinds tied to the AI boom persist and consensus estimates suggest that VRT's upward trajectory in value creation remains intact," the bank said. "NVDA is an exemplary wealth compounder, earning the highest Economic Profit of any company ever last year and with forecasts indicating a doubling in Economic Profit by 2027.""
"Huang said AI returns have changed sharply in recent months, Bloomberg reported on Wednesday. 'Only for the last six months has the ROI been completely reset. It is now insanely profitable,' Huang said."
"Moore believes the company’s market share will stay more stable than the market expects, and that AI-driven spending will remain strong through 2027."
"Moore believes the company’s market share will stay more stable than the market expects, and that AI-driven spending will remain strong through 2027."
"He believes these concerns are being overstated."
"But as Big Tech earnings have rolled on, few signs have emerged of a spending slowdown."