Trump Declares He Won't Allow Access to Nvidia Chips, While Satya Nadella Discloses Microsoft's Chips Are Stuck in 'Inventory' Because of Power Shortage | Intellectia.AI
Trump Declares He Won't Allow Access to Nvidia Chips, While Satya Nadella Discloses Microsoft's Chips Are Stuck in 'Inventory' Because of Power Shortage
Written by Emily J. Thompson, Senior Investment Analyst
AI Growth Bottleneck: Microsoft CEO Satya Nadella stated that the primary limitation for AI development is not a shortage of GPUs but rather the lack of power and data center infrastructure, emphasizing the need for faster construction and energy availability.
Trump's Stance on Nvidia: President Donald Trump announced that the U.S. will not share advanced Nvidia chips with China, asserting that only the United States will have access to this technology.
Impact on Azure Cloud: Nadella revealed that the infrastructure constraints are affecting Microsoft's Azure cloud growth, indicating that the company could have expanded more rapidly if it had sufficient compute capacity.
Future of Data Centers: Experts, including Jeff Bezos, are advocating for innovative solutions like orbital data centers to address power shortages and improve energy efficiency for data processing.
Wall Street analysts forecast FENY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FENY is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast FENY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FENY is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 27.070
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Current: 27.070
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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.
