Analyst: debt-fueled AI growth is the biggest risk
DA Davidson's head of technology research Gil Luria told Bloomberg Open Interest that Nvidia's ecosystem and chip demand could sustain growth through 2030, while warning that debt-heavy data-center builders may face serious pressure.
- DA Davidson: Nvidia chip demand can sustain AI growth through 2030
- Biggest risk is data centers built on borrowed money
- Analyst warns of pressure on heavily indebted operators
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