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NVIDIA extends rally as AI data centre demand accelerates
Chip demand from hyperscalers keeps NVIDIA at the centre of the AI trade heading into the next earnings cycle.
By David Chen 4 min read
NVIDIA continued its advance as cloud providers signalled another year of elevated capital expenditure on AI infrastructure.
Supply constraints are easing, and next-generation accelerators are already largely allocated. The question for investors is no longer demand, but how long the current cycle can run.
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