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At Goldman Sachs’ Communacopia + Technology Conference, CEO Jensen Huang said NVIDIA could grow revenue 70% year over year and reiterated his view that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030. He also said power and data-center availability remain key constraints on expansion.
Palantir Technologies Inc. (NASDAQ: PLTR ) stock is trading lower on Tuesday. The decline follows recent competitive developments in the artificial intelligence sector and ongoing market pressure regarding the company’s valuation. Nasdaq futures are up 1.07% while S&P 500 futures have gained 0.21%. Competitive Investme
Anthropic's AI tech threatens Palantir's market share, impacting SaaS stocks. Palantir's valuation may be at risk.