This common worry about Nvidia is ‘laughable,’ Morgan Stanley says

A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for the foreseeable future.

Apr 25, 2025 - 19:07
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This common worry about Nvidia is ‘laughable,’ Morgan Stanley says
A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for the foreseeable future.