Nvidia CEO Pushes Back On The 'AI Apocalypse,' But The Risk Of A Slowdown Remains

Nvidia remains a Buy, even factoring in potential regulatory and data center slowdown risks, supported by strong innovation and resourcefulness. AI safety and regulation debates could slow AI infrastructure deployment, impacting NVDA's data center growth and future demand for training and inference hardware. Despite possible headwinds, NVDA's fiscal 2028 outlook is supply-constrained, with 70% projected revenue growth and long-term purchase commitments buffering near-term risk.