Nvidia Corp. has faced significant pressure from the trade war with China, causing stock fluctuations and investor concern. Despite a low share price, some investors are hopeful for a recovery, contingent on easing tariff fears and improving macroeconomic data. Analyses suggest three key drivers that may influence Nvidia's stock performance leading into 2030, highlighting their dominant position in AI infrastructure and data center expansion. While the bearish sentiment prevails, there remains speculation on potential rebounds in the AI market.
Nvidia controls an estimated 80% of the AI accelerator market through its H100/H200 GPUs and CUDA software ecosystem, making it tough for customers to switch suppliers.
While the AI rally can return if things improve, it remains speculative, whereas the reasons for Nvidia stock's decline are genuine.
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