Is nvidia the most fundamentally sound rally ever?
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Foxconn announced plans to construct the world’s largest manufacturing facility for assembling Nvidia’s GB200 superchips in Mexico, key to Nvidia’s next-gen Blackwell computing platform. The Taiwanese tech giant is capitalizing on the surging demand for AI servers. Foxconn execs revealed the plant's "enormous" capacity, with the company already investing over $500 million in Mexico. Source: Reuters, Mario Nawfal on X
JPMorgan said today that Nvidia expects several billion of Blackwell revenue in Q4 Source: Stocktwits
Source: FastCompany