AI infrastructure spending of 3 to 4 trillion USD by 2030 - this is a top winner!
According to NVIDIA's CEO, AI infrastructure spending will continue to grow at a rapid pace until 2030. AI agents and robotics are the drivers.
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I have been closely following NVIDIA's conference call, and two statements stood out. NVIDIA CEO Huang mentioned that the "highest level of growth drivers" includes the development and introduction of agent-based AI with reasoning capabilities as well as robotics. Both will massively increase the demand for computing power. Additionally, AI infrastructure spending is expected to reach $3-4 trillion by the end of the decade. In my view, NVIDIA CEO Huang's statements are very bullish for the contract manufacturer JABIL (JBL). The company manufactures...
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