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Benzinga
Benzinga
Business
Rishabh Mishra

Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA

Jensen Huang Barclays NVDA Nvidia Nvidia Corp Jim Chanos McKinsey
Nvidia Corporation

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.

In a note upgrading its price target on NVDA to $240, Barclays revealed its AI capacity tracker, which estimates over $2 trillion in planned AI-related spending.

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