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May 05
May 05
Jacobs' data center business grew more than 100% YoY and its AI pipeline is up 400% YoY, signaling an acceleration in the AI factory design and build cycle. — This indicates physical design work is converting to build-out for AI infrastructure, a direct signal for hyperscaler capex spend and NVIDIA's ecosystem.
HIGH
About NVDA Analyst Coverage
Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Bob Pragada.