$9.8 billion in AI revenue at risk if capex slows across data centers. Piper models worst-case hit to NVDA EPS at $0.40 stock could plunge to $76
Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …