Institutions: AI Investment Slowdown Has Bottomed Out, Exchange Market Cap Surpasses 4 Trillion for the First Time
According to Jinse Finance, Nvidia's market capitalization has surpassed $4 trillion, making it the first company in the world to reach this milestone. Dan Morgan, Senior Portfolio Manager at Synovus Trust, stated that as a bellwether for AI capital expenditure, Nvidia's (NVDA.O) stock performance indicates that the slowdown in AI investment has bottomed out. The four major cloud computing giants—Amazon, Microsoft, Meta, and Alphabet—are expected to collectively invest over $330 billion in capital expenditures to build AI infrastructure in 2025, a significant 38% increase from the estimated $240 billion in 2024. The biggest uncertainty currently weighing on Nvidia's stock price is the potential slowdown in sales growth in the second half of this year, as customers transition from the Hopper series chips to the next-generation Blackwell chips.
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