Agency: AI investment slowdown has bottomed out, NVIDIA's market value broke 4 trillion
2025-07-09 20:38:06
Nvidia's market capitalization topped $4 trillion, becoming the first company in the world to reach this milestone. Dan Morgan, senior portfolio manager at Synovus Trust, said Nvidia (NVDA. O), a bellwether for AI capital spending, showed that the slowdown in AI investment has bottomed out. The four cloud computing giants - Amazon, Microsoft, Meta and Alphabet - are expected to spend more than $330 billion in combined capital expenditure on building AI infrastructure in 2025, a significant increase of 38% from the estimated spending of $240 billion in 2024. The biggest cloud hanging over Nvidia's share price right now is the uncertainty that sales growth may slow in the second half of this year as customers transition from the Hopper series of chips to the new generation of Blackwell chips.
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