The analyst says that market concerns after Nvidia (NVDA) -Openai deal are ‘incorrect’

We recently publish 10 Buzzing Tech and AI are talking about everyone. Nvidia Corp (Nasdaq: NVDA) is one of the analysts of the actions they were recently talking about.

Doug Clinton, founder and CEO of Intelligent Alpha, said in a last CNBC program that the market’s perspective after Nvidia Corp (Nasdaq: NVDA) treating Openai is incorrect. He referred to analysts who raise concerns about the $ 100 billion agreement with OpenAI, and many describe it as supplier financing, where companies provide financial support to their customers.

“And we have all this in X. If you spend two minutes in x looking at someone with a financial account, he feels that everyone wants to call the top. The valuations are sparkling. They see these agreements where Nvidia Corp (Nasdaq: NVDA) is investing in one of their biggest clients and say:” We have seen this playbook before. “This happened in the Ege of Dotcom. It must have finished.” However, I think that is the incorrect perspective.

The last NVIDIA agreement with OpenAI and Intel, together with the Oracle with OpenAI association, show signs that companies continue to spend a fortune in the calculation, and the demand for AI will not be reduced in the short term. But can NVDA continue to win?

The infrastructure of the Nvidia hopper and now Blackwell form the IA infrastructure core for LLM’s training and inference. But the growth of Nvidia is slowing compared to the previous quarters amid the competition and the limitations of Capex’s expenditure of the main companies. In the recently reported quarter, Nvidia’s annual income growth reached 56%, compared to almost 100% year -on -year growth in the past.

With its strong position in the data centers market and the growing demand, Nvidia is likely to continue growing, although not at the same rate it has in the past. It is also expected that the increase in the competition of the main companies such as Broadcom affects the margins of long -term NVIDIA.

Nvidia recently impressed the market signing an AI infrastructure agreement with Intel. Nvidia will invest $ 5 billion in Intel. Jensen Huang said the agreement would open $ 50B in TAM for both companies in the data center and for the PC business.

The Global Technology Growth Strategy of Columbia Threadneedle declared the following with respect to NVIDIA Corporation (NASDAQ: NVDA) in its Letter from the investor of the second quarter 2025:

“Core holding actions Nvidia Corporation (Nasdaq: NVDA) increased during the quarter, after the company reported strong quarterly results driven by a very strong demand for the company’s next -generation blackwell architecture. The new Blackwell chips offer convincing performance improvements, with an inference capacity of up to 30x faster compared to previous generations and, more importantly, they are much more efficient energetically. The company also proved to be resistant in a context of growing geopolitical tension, since the sovereign agreements announced in parts of the world, such as the Middle East and Taiwan, helped compensate winds against that they resulted from the export restrictions of the United States in China’s sales. “

While we recognize NVDA’s potential as an investment, our conviction lies in the belief that some AI actions are more promising to deliver greater returns and have a limited low risk. If you are looking for an extremely cheap IA stock that is also a great beneficiary of Trump’s tariffs and the omission, see our free report on the The best short -term AI actions.

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Disclosure: None. This article is originally published in Internal monkey.