Nvidia reported quarterly sales of $30 billion, but growth is slowing and investors worry about the sustainability of profits amid an AI investment frenzy.
Todd Sohn noted, 'Such a massive amount of money has gone to tech and semiconductors in the last 12 months that the trade is completely skewed.'
Goldman Sachs projects AI investment volumes around $158 billion for this year, with enormous future corporate capital expenditures expected totaling over $1 trillion.
Sundar Pichai expressed that 'the risk of underinvesting in AI infrastructure is dramatically greater than the risk of overinvesting,' emphasizing the industry's commitment to AI.
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