NVDA , VST

MORGAN STANLEY PROJECTS AI-DRIVEN GPU DEMAND TO REACH $1.08T BY 2028, UP FROM $15B IN 2023.

 

AI capital spending is expected to hit $447B, with Nvidia’s GPU sales forecast at $227B. Non-GPU AI infrastructure (HBM, cooling, storage) is set for $275B in spending.

 

https://x.com/wallstengine/status/1895090850327109803?s=46

 

 

VST : also, 

 

https://x.com/wallstengine/status/1895084394005528824?s=46