Dan Niles says that the NVDIA Data Center (NVDA) should not be ignored

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Dan Niles from Niles Investment Management, in a modern program on CNBC, reiterated his concerns about the potential slowdown in the demand for artificial intelligence. This time, Niles highlighted the NVIDIA data center that is absent from the latest quarterly report.

Niles said: “During the weekend, I came out that Openai had raised a kind of her revenue for 2030 by about 26 billion dollars to $ 200 billion,” Niles said. “But to obtain an increase in revenue of $ 26 billion, they will have to burn 85 billion dollars in cash. Therefore, the data points are definitely present, but we know, we are in this work to earn money. So you have to go, well, well, do the important basics at the present time, will it be somewhat decreased so that you do not escalate in this regarding it, this will get what is up to what is related to me I think you should look at that.

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Blackweell’s infrastructure in NVIDIA and now Blackwell is the essence of the Amnesty International Training and its inference. But the growth of NVIDIA is slowing compared to the previous quarter amid restrictions on competition and spending from major companies. In the recently reported quarter, NVIDIA’s annual revenue growth was 56 %, compared to about 100 % on an annual basis in the past.

With his strong position in the data center market and high demand, NVIDIA is likely to continue to grow, but not at the same pace in the past. It is also expected that the increase in competition from major companies such as Broadcom will affect NVIDIA margins in the long run.

Loomis Sayles Growth Fund is following the following regarding Nvidia Corporation (NASDAQ: NVDA) Investor message in the second quarter 2025:

Nafidia Company (NASDAQ: NVDA) is the global pioneer in artificial smart computing (AI), which enables computers to simulate human -like intelligence to solve problems and decision -making capabilities. NVIDIA was founded in 1993 to develop faster and more realistic graphics for a personal computer -based video game, NVIDIA created the first graphics processing unit (GPU), which is a dedicated semiconductor that uses a parallel treatment structure for the performance of superior graphics outside the Standard CPU (CPU). The ability to process parallel to the NVIDIA graphics processing units, which contradict the requirements of linear treatment in the central treatment units, can accelerate the computing functions performed by standard CPU more than ten times. As a result, NVIDIA has extended its visual computer experience beyond the old game market to new and largest innovative markets, including data centers, cars and professional perception. Parallel treatment capacity facilitates identification of patterns and machine learning that enabled NVIDIA to be at the forefront of growth in artificial intelligence applications. As a result, the Data Center, which exceeded the games for the first time to become the largest revenue and profit generator in NVIDIA in its financial year 2023, has grown to represent more than 88 % of revenues in the last fiscal year of the company. The company also focuses on building its GPU -based ecosystem and helps to enable independent leadership breakthroughs and virtual reality.