NVIDIA's AI Demand and Opportunities: Analyst Discusses Debt Concerns and Organic Capital

Gene Munster, Deepwater Asset Management managing partner, believes NVIDIA Corp (NASDAQ:NVDA) is not running out of organic capital despite debt concerns and new AI deals. He notes that investors still believe in the core growth story of AI and that companies are not struggling to raise capital. NVIDIA's next-generation GPU series Rubin is expected to launch in 2026, and the company has a software edge in AI computing with its CUDA platform.