Aletheia Capital has downgraded Nvidia's rating from “buy” to “hold” and removed the target price of $340, citing rising financial risks and possible internal unrest caused by Nvidia's AI computing partner program. Analyst Stefan Chang estimates that Nvidia's financial commitments have surged more than tenfold to $165 billion, including $105 billion related to the Ohio data center project. CoreWeave, Nebius, and iREN alone may require $124 billion over the next 12 to 15 months, and this demand could rise to $450 billion to $500 billion by 2030.

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