NVIDIA and AI: how much growth is already priced in? š¤š
The AI revolution is no longer just a technological narrativeāitās turning into an industry with concrete financial results.
#NVIDIA has just reported quarterly revenue of US$96.2 billion, up 106% year over year. š¤Æ
Its Data Center business reached US$89 billion, growing 117% compared to the same quarter of the prior year.
For its next quarter, the company projects revenue of approximately US$108 billion Ā±2%
The numbers show that demand for AI infrastructure continues to be extraordinary.
Thatās why analyzing AI only through NVIDIAās growth may fall short.
You have to look at the entire ecosystem:
Chips ā data centers ā energy ā infrastructure ā AI models ā software ā autonomous agents.
And hereās an interesting question for the coming years:
Where will the value capture be within this chain?
The expansion of AI is opening increasingly relevant conversations for other tech sectors, including blockchain, tokenization, decentralized infrastructure, and digital assets.
From an investment perspective, the question shouldnāt simply be:
āWill AI keep growing?ā
But rather:
āWhat expectations are already built into prices, and what risks still arenāt?ā
That shift in perspective is essential for moving from chasing narratives to analyzing opportunities with risk management.
Which part of the AI ecosystem do you find most interesting for the next few years: chips, infrastructure, energy, software, AI agents, or the convergence between AI and blockchain?
Iām reading your thoughts. š
CryptoLex Advisors
Strategy ā¢ Risk ā¢ Digital assets
#AIStocksWhatNext #NVIDIA #AÄ° #Crypto #Blockchain $NVDAB
The AI revolution is no longer just a technological narrativeāitās turning into an industry with concrete financial results.
#NVIDIA has just reported quarterly revenue of US$96.2 billion, up 106% year over year. š¤Æ
Its Data Center business reached US$89 billion, growing 117% compared to the same quarter of the prior year.
For its next quarter, the company projects revenue of approximately US$108 billion Ā±2%
The numbers show that demand for AI infrastructure continues to be extraordinary.
Thatās why analyzing AI only through NVIDIAās growth may fall short.
You have to look at the entire ecosystem:
Chips ā data centers ā energy ā infrastructure ā AI models ā software ā autonomous agents.
And hereās an interesting question for the coming years:
Where will the value capture be within this chain?
The expansion of AI is opening increasingly relevant conversations for other tech sectors, including blockchain, tokenization, decentralized infrastructure, and digital assets.
From an investment perspective, the question shouldnāt simply be:
āWill AI keep growing?ā
But rather:
āWhat expectations are already built into prices, and what risks still arenāt?ā
That shift in perspective is essential for moving from chasing narratives to analyzing opportunities with risk management.
Which part of the AI ecosystem do you find most interesting for the next few years: chips, infrastructure, energy, software, AI agents, or the convergence between AI and blockchain?
Iām reading your thoughts. š
CryptoLex Advisors
Strategy ā¢ Risk ā¢ Digital assets
#AIStocksWhatNext #NVIDIA #AÄ° #Crypto #Blockchain $NVDAB
