Silver Prices Boosted by New Data Center Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 hours ago
0mins
Should l Buy NVDA?
Source: Fool
- Demand Drivers: While silver's use in jewelry and silverware is well-known, industrial demand, particularly in photovoltaic cells, is the key factor behind rising silver prices, with industrial demand expected to constitute a major portion of total demand by 2025.
- Supply and Demand Forecast: Although silver demand is projected to decline by 1% in 2025, supply is expected to increase by 1.5% in 2026, which typically would be bearish for prices; however, the market is still anticipated to remain undersupplied, indicating bullish potential for silver prices.
- Emerging Demand Source: The introduction of Nvidia-driven 800V high-voltage direct current data centers, set to launch in 2027, is expected to utilize more silver for efficiency, particularly in high-voltage applications, enhancing the demand for silver significantly.
- Investor Strategy: Despite potential corrections in silver prices due to demand destruction, the outlook remains positive with strong fundamentals in photovoltaics, electric vehicles, and new data centers, suggesting that investors should consider buying the dip in silver prices to capitalize on future growth opportunities.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Memory Shortage Risk: Should Nvidia's management indicate that memory supply issues could impact GPU sales during the earnings call, it could trigger panic among investors, leading to a stock price drop, reflecting the market's heightened concern over supply chain challenges.
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