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Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA - NVIDIA (NASDAQ:NVDA)
英伟达英伟达(US:NVDA) Benzinga·2025-09-30 15:47

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.In a note upgrading its price target on NVDA to 240,BarclaysrevealeditsAIcapacitytracker,whichestimatesover240, Barclays revealed its AI capacity tracker, which estimates over 2 trillion in planned AI-related spending.NVDA Still The ‘Most Attractive’ Despite Barclays CalculationThe bank noted it uses a conversion of 50billionto50 billion to 60 billion in tota ...