AI DemandStronger AI demand from US hyperscalers, neoclouds, enterprises, and eligible sovereigns could positively offset sales headwinds.
Market OpportunitiesNvidia is poised to capitalize on a significant data center market expansion, aiming for a $1 trillion market by 2028 with innovative products like Vera Rubin Ultra and Feynman.
Technological AdvancementsNvidia's advancements in software optimization with Dynamo and quantization are driving significant performance improvements in their products.