Part 3/6:
Continued Growth for Semiconductor Companies
Despite the turbulence in the sector, Garcia remains optimistic about the growth prospects for semiconductor companies, including NVIDIA. The demand for chips is expected to remain robust, with an ongoing need for their application in AI and cloud services. Garcia predicts that companies in the industry will continue on a positive growth trajectory, stating that NVIDIA is targeting growth rates of over 100%.
Interestingly, García points out that the current tariff situations have not yet materially affected sales figures, suggesting that the appetite for high-performance chips and AI technologies remains strong despite regulatory challenges.