Wall Street Analysts Warn of Growing Infrastructure Demands as Nvidia Plans for $65 Billion Sales Surge
As Nvidia closes out its strongest year ever with a 181% gain, a critical challenge is emerging that could reshape the AI landscape in 2025 - power consumption.
"Nvidia is printing money like Apple did in the early days of the iPhone," says Ross Gerber, president of Gerber Kawasaki Wealth Management. "The opportunity for AI is somewhat limitless at this point."
But that opportunity comes with a significant cost. The exponential growth in AI implementation is creating unprecedented demands on power infrastructure. Companies implementing AI solutions are discovering their electricity needs far exceed traditional computing requirements.
This emerging challenge is creating a clear divide in the market. Some companies are successfully adapting their operations to handle AI's power demands, while others struggle to keep up.
As Nvidia's founder and CEO Jensen Huang prepares to take the stage as keynote speaker at CES 2025, Wall Street's attention is focused on how companies will address these growing infrastructure needs.
Yahoo Finance data shows that sell-side analysts expect Nvidia to increase net sales by $65 billion year over year in 2025, with earnings per share more than doubling.
"They're the only game in town," Wedbush tech analyst Dan Ives says. "The [AI] foundation starts with Nvidia. That is not changing."
EDITOR'S NOTE: To learn more about how this AI power crisis could affect your investments in 2025, we encourage you to watch this timely presentation from one of our trusted financial research partners. Click below to view their analysis.
AI Data Centers are about to turn the lights out in America … A massive energy crisis is here … And it's all because of artificial intelligence. You see, on average, just one new AI data center currently requires the same amount of electricity needed to power 750,000 homes. That's more than the population of cities like Seattle, Detroit and Denver. And that's just one AI data center. Nearly 3,000 more of them are on the way in the near future … No wonder Tirias Research forecasts that, by 2028, data center power consumption will be 212 times what it was just in 2023. This boom in AI data center manufacturing is going to push America's power grid to the brink. And according to the New York Times, the world is "poised to add the equivalent of Japan's annual electricity demand to grids each year" over the next decade. It could bring AI screeching to a halt … Let alone affect regular people as utility bills skyrocket — even as they face planned blackouts to conserve energy … And prolonged outages because of creaky infrastructure. My name is Michael Robinson, and I've spent more than four decades as an investigative journalist uncovering the story behind massive tech trends. Look, AI has been front page news for a long time now. The media regularly highlights and celebrates monstrous deals involving Big Tech. But the only solutions to this mass energy crisis are beyond AI. And this is a story that has, so far, been relegated to the back page. I'm here to share it with you today. And explain to you why this crisis may just reveal one of the greatest investment ideas we're ever going to find. To learn more, watch my free video here. YES, I WANT TO WATCH THIS NOW >>Sincerely,
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Is AI hype hiding a looming economic crisis?I worked with Donald Trump for years. I served on one of his Presidential Advisory Boards. I even consider him a personal friend... So it's not easy for me to say this... But a huge economic crisis is about to strike America. And there's nothing Donald Trump can do to stop it. There's no government stimulus package big enough... No interest rate cut dramatic enough... No tax cut deep enough to save you. America is already at a breaking point, and this will hit us like a freight train. 12 months from today, our country could be unrecognizable. I'm not saying this to scare you. I want you to get ready. People should be making their contingency plans right away. That's why I've recorded this video and released it for free. Inside, I lay out exactly what's happening and several critical moves I believe every American should make right now. This video contains ideas I discovered during my time working directly with President Trump. And I believe it could be critically valuable to you in the weeks and months ahead. Regards, Brad Thomas |
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again with Tesla… which is up more than 19,500% since 2010. And now, Elon could be set to do it for the third and final time… with what might be his biggest breakthrough yet. And for the first time ever, you have the rare chance to profit BEFORE the upcoming IPO.
You may have heard about Boeing planes falling apart midflight and catching fire.
But, according to analyst Dan Ferris, there's something much darker going on here that could threaten Nvidia, the Magnificent 7, and the entire U.S. stock market.
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