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Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
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AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Daily Options Tracking | Quantum Computing stocks RGTI and IONQ experienced massive fluctuations! The highest put option made a profit of 177 times; NVIDIA basically closed flat overnight, and Call options were again snatched up.
NVIDIA CEO Jensen Huang's remarks led to a significant pullback in Quantum Computing concept stocks, with a surge in Volume for RGTI and IONQ Options, and multiple put options making substantial profits.
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