Michael Smith, co-portfolio manager at Allspring Global Investments, said: “I am more confident about Nvidia's growth than a few months ago. And it looks like this AI arms race will continue until 2025, and maybe 2026. This momentum has clearly been rebuilt, and Nvidia's moat continues to be widened and deepened, which means its position will only continue to strengthen.

Zhitongcaijing · 06/25/2025 17:33
Michael Smith, co-portfolio manager at Allspring Global Investments, said: “I am more confident about Nvidia's growth than a few months ago. And it looks like this AI arms race will continue until 2025, and maybe 2026. This momentum has clearly been rebuilt, and Nvidia's moat continues to be widened and deepened, which means its position will only continue to strengthen.