Source: Wall Street

Some analysts pointed out that investors should not worry about Nvidia.FreespinandcoinscomThe prospect of demand. Nvidia's orders for ultra-large-scale and secondary cloud providers will be visible until October. The upcoming Blackwell series is expected to boost double-digit growth by the end of this year and throughout 2025.

The sharp fall in Nvidia's share price last Friday triggered a heated debate in the market about whether the AI boom led by Nvidia is over.FreespinandcoinscomYes. Although there is no shortage of pessimistic voices in the market, there are also many analysts who believe that they should buy at bargain prices.

Ben Reitzes, an analyst at Melius Research, said that Invid is expected to have good demand visibility until October, and that its Blackwell series has great potential later this year.

On Friday, ultramicro computers broke the usual practice of providing preliminary results, causing panic among investors. Chip stocks and AI concept stocks tumbled across the board. Nvidia tumbled 10% on the same day, the biggest one-day decline since the beginning of the COVID-19 epidemic in 2020, and the intraday market value fell to 1.Freespinandcoinscom.9 trillion US dollars, a two-month low.

Reitzes pointed out in its latest report that ultramicro computers did not release positive earnings forecasts in advance, causing investors to worry that the supply and demand of the Nvidia H100 is more balanced and less tight as before, due to increased supply or some customers are waiting for the Blackwell series.

However, Reitzes believes that investors should not worry about Nvidia's demand outlook. Nvidia's orders for ultra-large-scale and secondary cloud providers will be visible until October. In response to Wall Street's nervousness about Nvidia's upside potential, Reitzes believes that the upcoming Blackwell series is expected to boost double-digit growth by the end of this year and throughout 2025.

Reitzes also defended Dell Technologies. Like ultraminicomputers, Dell is also in the server business, and the shares of both companies have previously exploded on demand for artificial intelligence, and Dell's shares fell nearly 3% during Friday's storm.

Reitzes expects revenue from ultramicrocomputers to grow 9 per cent in the first quarter from the previous quarter, while Dell's server division is expected to fall 5 per cent from the previous quarter. However, the survey shows that Dell is gaining market share of artificial intelligence servers and has recently won some large artificial intelligence orders, which is a better situation.

On Monday, Nvidia rose as much as 5% on the day, briefly recovering the $800 mark.

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