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The Hidden Force Behind NVIDIA's Next AI Surge AI Data Center

The Hidden Force Behind NVIDIA's Next AI Surge

Wall Street Analyst Projects Another 38% Upside as Tech Giants Pour $180 Billion Into AI Infrastructure

NVIDIA stock is leading the "Magnificent Seven" higher to start 2025, rising as much as 3% on Thursday as a massive infrastructure spending wave reveals what could be the next chapter in the AI revolution.

Bank of America analyst Vivek Arya sees NVIDIA shares climbing to $190 over the next 12 months. As he explained on Thursday's Opening Bid podcast, while other Magnificent Seven stocks trade at twice their 2025 earnings growth estimates, NVIDIA trades at less than one times its consensus earnings growth for the upcoming year.

"What we have seen in the market is a rotation of money from semiconductors to software," Arya noted, pointing out that NVIDIA's recent quarters reflect "growing pains" as they transition from their Hopper to new generation products.
EDITOR'S NOTE: A compelling presentation about NVIDIA and its key technology partners just crossed my desk from one of our most trusted research firms. Given the massive infrastructure buildout detailed above, their analysis is particularly timely. I strongly recommend watching their brief presentation below.

REVEALED: Nvidia's Secret Trillion-Dollar AI Pivot!

Nvidia's recent $277 billion market cap surge was just the start.

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The infrastructure demands are staggering. According to Dell'Oro Group's analysis, tech giants Amazon, Google, Meta and Microsoft increased their AI infrastructure spending by 81% year-over-year during the third quarter of 2024. They're on track to invest $180 billion in data centers and related costs by year's end.

"We think spending on AI infrastructure will remain elevated compared to other areas over the long-term. These cloud providers are spending many billions to build larger and more numerous AI clusters," explains Baron Fung, senior director at Dell'Oro Group.

This unprecedented buildout is creating opportunities throughout the AI supply chain. While NVIDIA added 44% in 2024 despite its December dip, the massive scale of AI infrastructure development suggests the next wave of growth may come from companies working behind the scenes to make this expansion possible.

EDITOR'S NOTE: Did this article help you understand the massive scale of AI infrastructure spending and the opportunities it's creating? If so...

YOU NEED TO CLICK BELOW to learn about three companies that could benefit from this unprecedented buildout.
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What was Bank of America's big announcement regarding Nvidia?

Dear Reader,

Thanks to Nvidia's continued AI dominance and reflecting its growth potential…

Bank of America recently made a huge announcement.

Analysts there are raising their price target for Nvidia to $190.

That's nearly a third higher than its current price, which just reached a record high.

That means that, even though Nvidia has exploded as much as 198% in the last year…

Even though it was the S&P 500's best performing stock in 2023 with a 239% gain…

And even though it's shot up 749% since ChatGPT signaled the start of this AI boom at the end of 2022…

We believe Nvidia still has plenty of room to explode and dominate AI even more.

And it's not the only company that could benefit from the next stage of this AI revolution.

We're looking at three companies working closely with Nvidia that could now see their own stocks follow a similar path thanks to AI's continued explosion.

YES, I WANT TO WATCH THIS NOW >>

Sincerely,

Eliza Lasky

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Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.

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Silicon Valley visionary who called Nvidia at 80 cents reveals what’s …BEYOND AI

Artificial intelligence is at a crossroads. Now, Bill Gates, Sam Altman and Jeff Bezos are spending billions on a strange investment in a quest to secure AI’s future. “Nvidia is old news … This is where the money is headed in tech stocks.”

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When the Government Releases Certain Data, Either Good or Bad...You Can Target Up to +383% Overnight

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See this facility? Billionaires like Ken Griffin, Ray Dalio and Steven Cohen are pouring a ridiculous amount of money into the company behind this A.I. project…Because it will supply a key piece of advanced A.I. technology for Elon Musk’s new venture, xAI. Click here to see the details.

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