Here’s What Jefferies Thinks About NVIDIA Corporation (NVDA) - Yahoo Finance

Jefferies recently issued a positive outlook on NVIDIA Corporation (NVDA), despite delays in key AI data center technologies. The firm noted that the postponement of 800V HVDC power systems and co-pac... Read original →

NVIDIA’s delay in 800V HVDC and co-packaged optics isn’t merely a schedule slip—it signals that AI data centers are hitting hard thermal and power walls. The industry-wide shift to 2028 deployments reveals a fundamental need for rack-scale re-architecture, indirectly boosting STMicroelectronics through its SiC power leadership. Regulatory pressure is mounting in the U.S. and EU on AI energy efficiency, raising compliance barriers for non-CUDA ecosystems. Telecom giants like Nokia are ceding hardware control by adapting software to NVIDIA’s 6G radio GPUs—a tacit admission of CUDA’s infrastructure dominance. Over the next 12–24 months, the real bottleneck won’t be silicon but ecosystem lock-in: even competitive AI accelerators from AMD or Taiwan, China will struggle without CUDA-level software integration. The long-tail risk? Global AI infrastructure converging on a single computational paradigm.