# "GPU demand" — X 热门讨论 (2026-10-02 10:25 UTC)
## @wallstengine (Wall St Engine) · 10-02 10:01 · ♥66 ↻8 💬3 Morgan Stanley reinstated $NVDA as its top semiconductor pick after a roadshow with Jensen Huang.
Power and data-center constraints favor NVIDIA’s compute per GW.
Agentic AI should be a even major GPU demand driver, with valuation still “very undemanding.” https://t.co/pxDEJTVsYX https://x.com/wallstengine/status/2105961401730977860
## @StockSavvyShay (Shay Boloor) · 10-02 10:11 · ♥46 ↻5 💬2 Morgan Stanley reinstated $NVDA as its top semiconductor pick saying agentic AI should become an “even bigger GPU demand driver.”
The firm expects Rubin to reach an $80B run rate by October as power constraints make Nvidia’s compute per GW advantage increasingly valuable. https://t.co/MDgCKfdmUn https://x.com/StockSavvyShay/status/2105963935748981165