T. Rowe Price global equity portfolio specialist Jennifer O'Hara Martin said recent market jitters and the sharp selloff in AI stocks largely reflected investors' reassessment of valuations and expectations, rather than weakening demand. She still believed demand for AI computing power and infrastructure remains strong, while industry supply continues to be tight.

The resignation of NVIDIA (NVDA.US) CEO Jensen Huang was a company-specific event rather than a fundamental change in the outlook for AI demand, she said, adding that she is more focused on how NVIDIA's organizational and decision-making structure will be adjusted, believing the transition may require a new organizational structure rather than simply appointing a new CEO.

However, she foresaw the company's established product roadmap to remain broadly unchanged. Going forward, she will keep tab on whether the pace of product development slows, potentially giving competitors more room to seize market share.
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AASTOCKS Financial News
Website: www.aastocks.com

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