{"id":203429,"date":"2025-03-28T11:00:00","date_gmt":"2025-03-28T15:00:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/uncategorized\/nvidia-bets-big-on-american-ai-manufacturing-despite-stock-warning\/"},"modified":"2025-03-31T13:15:45","modified_gmt":"2025-03-31T13:15:45","slug":"nvidia-bets-big-on-american-ai-manufacturing-despite-stock-warning","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/stocks\/nvidia-bets-big-on-american-ai-manufacturing-despite-stock-warning\/","title":{"rendered":"NVIDIA Bets Big on American AI Manufacturing Despite Stock Warning"},"content":{"rendered":"\n

I recently returned from NVIDIA\u2019s GTC AI Conference in San Jose, California. This year\u2019s event was completely sold out, with an estimated 20,000 investors, engineers and business leaders in attendance. CEO Jensen Huang likes to call the annual get-together the \u201cSuper Bowl of AI,\u201d and after seeing his keynote, I understand why.<\/p>\n\n\n\n

Despite NVIDIA\u2019s stock flashing a bearish \u201cdeath cross\u201d\u2014its 50-day moving average slipped below the 200-day moving average for the first time since January 2023\u2014the energy at the conference was electrifying. Every major industry was represented, from health care to defense, signaling that artificial intelligence (AI) is expanding at a white-knuckle clip.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

During his approximately two-hour presentation (and he didn\u2019t use notes!), Huang described a future where AI agents will transform entire industries, making businesses more efficient, aerospace and defense more advanced and markets more intelligent.<\/p>\n\n\n\n

In other words, if you thought ChatGPT was impressive, you haven\u2019t seen anything yet.<\/p>\n\n\n\n

AI Agents: The Next Industrial Revolution?<\/strong><\/h2>\n\n\n\n

Huang spoke extensively about \u201cagentic AI,\u201d or AI that doesn\u2019t just retrieve data but perceives, reasons and acts on your behalf.<\/p>\n\n\n\n

In his example, AI agents \u201ccan go to a website, interpret words and videos, maybe even play a video, learn from it, understand it\u2014and then use that new knowledge to complete its task.\u201d<\/p>\n\n\n\n

To understand this better, imagine you work on Wall Street. An AI agent could scan earnings reports, build models and execute trades faster than a human could. In health care, AI agents will be able to diagnose diseases, assist in surgeries and manage hospital logistics\u2014all with limited human supervision.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Perhaps the biggest impact will be in aerospace and defense. Huang made a bold prediction: \u201cEverything that moves will be autonomous.\u201d<\/p>\n\n\n\n

This suggests a future with AI-powered drones, cybersecurity defense systems, battlefield robots and much more. The U.S. military is already testing AI systems<\/a> that can independently identify threats and make tactical, split-second decisions in real-time.<\/p>\n\n\n\n

As I shared with you last month, the global AI market in aerospace and defense is projected to surge from approximately $28 billion today to $65 billion by 2034, <\/a>according to one research firm. That\u2019s a solid 9.91% compound annual growth rate (CAGR). North America alone represents $10.43 billion of this market, and it\u2019s growing even faster at 10.02% annually.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Trump\u2019s Pro-AI Policies and NVIDIA\u2019s Strategic Shift<\/strong><\/h2>\n\n\n\n

Under President Trump\u2019s administration, there\u2019s been a concerted effort to boost American leadership in AI. One such initiative is the Stargate Project, a collaborative venture involving OpenAI, SoftBank, Oracle and MGX, which aims to invest up to $500 billion in AI infrastructure<\/a> across the U.S. by 2029.<\/p>\n\n\n\n

Aligning with this vision, NVIDIA has unveiled plans to invest hundreds of billions of dollars in U.S.-based manufacturing over the next four years. The move seeks to reduce reliance on Asian supply chains, particularly in light of tariff uncertainties.<\/a><\/p>\n\n\n\n

Speaking to the Financial Times<\/a> last week, Huang remarked that, over the next four years, NVIDIA will buy \u201cprobably half a trillion dollars\u2019 worth of electronics in total.\u201d He added that he can see the company \u201cmanufacturing several hundred billion of it here in the U.S.\u201d<\/p>\n\n\n\n

A Bearish \u201cDeath Cross\u201d<\/strong><\/h2>\n\n\n\n

Even with all the excitement, NVIDIA\u2019s stock has formed a death cross, a technical pattern that typically signals near-term weakness.<\/p>\n\n\n\n

But let\u2019s put things in perspective. After meteoric runs in 2023 (when it was up 238%) and 2024 (up 171%), some consolidation is natural, if history is any guide. Also, every Magnificent 7 stock, except Facebook-parent Meta Platforms, is underperforming the S&P 500 year-to-date.<\/p>\n\n\n\n

\"Magnificent<\/figure>\n\n\n\n

I believe these dips can present buying opportunities. NVIDIA\u2019s fundamentals remain incredibly strong. In the fourth quarter of 2024, the company reported record revenue of $39.3 billion and record data center revenue of $35.6 billion. It also reported record full-year revenue of $130.5, more than double the amount generated just a year earlier.<\/p>\n\n\n\n

The AI Agent Boom is Just Beginning<\/strong><\/h2>\n\n\n\n

Sitting in the audience at NVIDIA\u2019s GTC Conference, I could feel the same energy that surrounded the dot-com boom, the rise of mobile computing and the emergence of cloud technology.<\/p>\n\n\n\n

Despite near-term market fluctuations, the investment case for AI remains rock solid. It\u2019s clear to me that companies that build AI, use AI or enable AI infrastructure will shape the global economy in the decades to come.<\/p>\n\n\n\n

—<\/p>\n\n\n\n

Originally Posted March 24, 2025 – NVIDIA Bets Big on American AI Manufacturing Despite Stock Warning<\/a><\/p>\n\n\n\n

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. By clicking the link(s) above, you will be directed to a third-party website(s). U.S. Global Investors does not endorse all information supplied by this\/these website(s) and is not responsible for its\/their content.<\/p>\n\n\n\n

Holdings may change daily. Holdings are reported as of the most recent quarter-end. The following securities mentioned in the article were held by one or more accounts managed by U.S. Global Investors as of (12\/31\/2024): NVIDIA Corp., Microsoft Corp., Alphabet Inc., Tesla Inc.<\/p>\n\n\n\n

The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies. <\/p>\n","protected":false},"excerpt":{"rendered":"

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