Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (217199)	10/18/2025 10:57:04 AM
From: carranza2	Read Replies (1) \| Respond to of 217542

Your propaganda is getting only slightly more sophisticated. Grok4 considers the Aegaeon system a positive for NVDA: Over the longer horizon, Aegaeon is likely net positive for NVDA, potentially adding 5-10% to its valuation by accelerating global AI adoption. By slashing inference costs (e.g., for models like Alibaba’s Qwen or DeepSeek), it lowers barriers for enterprises to deploy LLMs at scale, expanding the total addressable market for compute resources—where Nvidia holds 80-90% dominance. Historical parallels: Similar efficiency gains (e.g., TensorRT optimizations) have historically boosted Nvidia demand by enabling more workloads per chip. As China decouples further (per the Borst article’s self-reliance theme), Aegaeon could spur domestic AI proliferation without proportional GPU hikes, but Nvidia’s export-compliant chips (H20, Blackwell series) will still capture incremental spend. Consensus price targets remain bullish at $222 (MarketBeat, October 16, 2025), implying 21% upside from current levels, with AI capex from hyperscalers (Amazon, Microsoft) forecasted at $364 billion in FY2025. Risks include intensified competition from AMD’s Helios or custom chips by Alibaba/Huawei, but Nvidia’s CUDA moat and ecosystem lock-in should sustain 40-50% margins. By 2030, NVDA could reach $300-400/share if AI TAM hits $1 trillion annually. In summary, Aegaeon underscores software’s role in extending hardware lifecycles but amplifies Nvidia’s centrality in the AI stack—favoring measured buying on dips.