NVIDIA faces concerns that borrowing costs could slow AI projects, but the analyst says demand remains strong. The story gives no sign of canceled contracts or lower customer spending, so it does not show a clear change in NVIDIA’s business outlook.
For NVIDIA, higher borrowing costs could make AI data-center projects harder to fund. But the analyst says demand remains strong and separates financing concerns from demand. The story reports no customer spending cuts or canceled contracts, so it does not show a clear change in NVIDIA’s business outlook.
AMD faces concerns that borrowing costs could slow AI projects and stronger Chinese chipmaking could add competition. The article also says AI demand remains strong, so it does not show a clear change in AMD’s business outlook.
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