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Nvidia CEO Huang projects $3-4T in AI data-center capex by 2030, far above Wall Street's ~$1.03T consensus. Nvidia posted 85% revenue growth, dominates AI chip market (85% share), with China reopenin…
Nvidia CEO Jensen Huang affirmed strong partnerships with Anthropic and maintained confidence in gaining AI infrastructure market share despite competition, though shares declined 2% on Thursday.
Nvidia’s strong market share gains, exceptional revenue and earnings growth, and robust cash flow support continued outperformance despite a high valuation.