Investors ask whether $5 trillion Nvidia can sustain our faith in AI
THE STREET
Nvidia’s own forecast says that “global demand for AI computing is growing faster,” and CEO Jensen Huang names 2025 “the year of AI agents.” The company’s plan for the future, which includes Blackwell Ultra now and Rubin next, goes far beyond 2027.
But the larger market sees such predictions as assurances, not advice.
That’s what the faith trade is all about. Nvidia’s stock isn’t based just on being the best at making AI technology, but also on perfect execution, continuous legislative backing, and an endless need for computing power — a future where believing in itself becomes the economic model.
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