The AI rally is becoming harder to ignore. Nvidia CEO Jensen Huang recently said the company expects to sell roughly twice as many chips next year, while Nvidia’s latest quarterly revenue reached $96.2 billion, up 106% year over year. That tells me AI demand is not just hype anymore — companies are spending heavily on real computing power.

But I’m not blindly bullish. After such a strong run, valuation, competition, energy costs and the huge amount of capital going into AI infrastructure remain important risks. The recent Nasdaq record also shows how strongly investors are responding to renewed AI optimism.

My view: cautiously bullish on AI over the longer term, but I expect volatility along the way. Nvidia remains central to the AI infrastructure story, while semiconductor, networking, cloud and power companies could also benefit if AI spending stays elevated.

The real question is no longer “Will AI grow?” it is how much of that growth can companies turn into sustainable profits?

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