Institutions: AI investment slowdown has hit bottom, Nvidia's market value exceeded 4 trillion yuan for the first time
According to online reports, NVIDIA's market capitalization exceeded $4 trillion, becoming the first company in the world to reach this milestone. Dan Morgan, senior portfolio manager at Synovus Trust, said Nvidia (NVDA.O) share price movements, a bellwether of AI capital spending, indicate that the AI investment slowdown has bottomed out. The four cloud computing giants-Amazon, Microsoft, Meta, and Alphabet-are expected to spend more than $330 billion in capital expenditures on AI infrastructure in 2025, up 38 percent from the estimated $240 billion spent in 2024. The biggest cloud hanging over NVIDIA's stock price right now is uncertainty that sales growth may slow in the second half of this year as customers transition from Hopper chips to next-generation Blackwell chips.
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