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Vivek Aria

Managing Director and Senior Research Analyst at Bank of America Securities

Vivek Arya is a Managing Director and Senior Research Analyst at Bank of America Securities specializing in US semiconductors and the broader computer and technology sector. He covers 37-59 publicly traded companies with a strong track record, maintaining a 62-70% success rate across his ratings with average returns of 17-24%, and is ranked #216 out of 10,084 Wall Street analysts on TipRanks. Arya has been covering technology stocks at Bank of America (formerly BofA Merrill Lynch) since 2004, bringing over two decades of expertise to the semiconductor industry. Prior to joining Bank of America, he held research and development roles at Lucent Technologies Bell Labs, AT&T/Tyco Submarine Systems, and Virginia Tech's Fiber and Electro Optics Research Center from 1996-2004.

Vivek Aria's questions to NVIDIA (NVDA) leadership

Question · Q3 2026

Vivek Aria inquired about NVIDIA's assumptions for content per gigawatt within the $500 billion forecast and Jensen Huang's long-term perspective on the $3-$4 trillion data center market by 2030, specifically regarding funding sources.

Answer

Jensen Huang, President and CEO, NVIDIA, stated that NVIDIA's content per gigawatt increases with each generation (Hopper ~20-25, Blackwell ~30+, Rubin likely higher) due to performance and TCO improvements. He clarified that initial hyperscaler investments are cash flow funded, while agentic AI growth will be funded by diverse industries and countries.

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