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NVIDIA has achieved a historic milestone by surpassing a market capitalization of $4 trillion, positioning it as the first company globally to reach this impressive figure. Dan Morgan, Senior Portfolio Manager at Synovus Trust, observed that the trajectory of NVIDIA's stock price indicates that the deceleration in AI investment may have stabilized. By 2025, Amazon, Microsoft, Meta, and Alphabet are projected to jointly invest more than $330 billion in AI infrastructure, marking a 38% increase from 2024 levels. Nevertheless, NVIDIA encounters challenges as customers shift from the Hopper series chips to the new generation of Blackwell chips, potentially introducing uncertainty into its sales growth trajectory for the latter half of this year.
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