Nvidia revenue forecast questioned as hyperscalers adjusted 2025 capex
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Nvidia's revenue forecast is under scrutiny as major hyperscalers like Meta, Alphabet, Amazon, and Microsoft have increased their 2025 capex expectations from $293 billion to $303 billion. This narrows the gap between Nvidia's forecast and hyperscalers' spending plans.
February 06, 2025 | 6:15 pm
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Nvidia's revenue forecast is being questioned due to a gap with hyperscalers' capex plans, though this gap has narrowed as capex expectations for 2025 have increased.
Nvidia's revenue forecast is closely tied to the spending plans of major hyperscalers. The increase in capex expectations from $293 billion to $303 billion for 2025 by companies like Meta, Alphabet, Amazon, and Microsoft suggests a potential alignment with Nvidia's forecast, reducing uncertainty.
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