3 Reasons as the NVIDIA Fund is not tomorrow

[ad_1]

It is always a good idea to watch what Myriad industry participants say about the market before purchasing the stock market, and it is definitely the case Nvidia (NASDAQ: NVDA). Technology The main demanding driver of the company is spent on the information centers needed to support artificial intelligence (AI) and growth.

Despite many fears and analytical questions in the last income, there is no real sign of the AI ​​needs weakening and data centers. On the contrary, there are many evidence that the information center requires the request or even acceleration. Here are three reasons:

  • Trade in the first quarter was excellent and the data center has a good momentum.

  • Aneclosive evidence from industrial players offers acceleration and outlook is great.

  • Comment from HipersCalers, offers the growth of continuing along with capital expenditure plans.

In the first quarter, there was nothing wrong with the spending of the AI ​​and the data center. Google Valid Alphabet(In the quarter of the EU products, Google cloud is more than 28% of the growth rate than the growth rate.

This was a similar story of the biggest hyperscalers Microsoft The General Financial Officer informed Amy Hud investors’ calls on the call of profit, “and again this quarter, AI business came from expectations.”

The choice and shovel players reflected this topic. For example, the Nivdia partner VerbThe first quarter proposing an important digital infrastructure for information centers and communications companies increased by 10% in the first quarter to $ 7.9 billion and the rate of $ 7.9 billion.

And Nvent ElectricElectricity connection and protection products are aggressively invested in increasing the exposure of the information center. With the call of earnings, CEO Beth Wozniak, “Into-digit growth in data solutions, the average of the ordering of medium adolescents with average digital growth in the rest of the work.”

Information centers.
Picture source: Getty Images.

The growth of the data center for NVENT is not slow. In fact, Wozniak sees “an acceleration and growing demand for our solutions.” Is a point made by mechanics and electrical contractor US convenience systemsCurrently, data centers and semiconductor production plants have a 37% income from working. The General Financial Officer recently noted investors, “There is no sign to help electricians need demand, pipe fittings and pipelines and plumbers data centers.”

[ad_2]

Source link

Leave a Reply

Your email address will not be published. Required fields are marked *