“.. Chipmakers are experiencing strangely uneven times. .. companies like $NVDA are blowing down the doors .."
"But in other sectors, including automotive and industrial, the industry has been in a prolonged slump ..” Source: Carl Quintanilla @carlquintanilla on X, Bloomberg
$NVDA notches record high, looks to unseat Apple as world's most valuable company:
1- Apple $3.517 Trillion; 2- Nvidia $3.387 Trillion Why is Nvdia stock still running? • $GOOGL ordered 400K GB200 chips valued at $10B • $MSFT purchased 60K GB200 chips worth $2B • $META acquired 360K GB200 chips for $8B. Demand for Nvidia's Blackwell chip is absolutely INSANE...
Never bet against Nvidia???
The chip maker is riding an "insane" AI wave and hit a fresh ATH yesterday. Now worth ~$3.4tn, it has overtaken Microsoft again and is the 2nd largest company in the world in terms of market capitalization. Source: HolgerZ, Bloomberg
#nvidia
Source: Barchart
$NVDA 🚨BREAKING🚨 Nvidia's Blackwell chip is sold out for the next 12 months!
In a meeting with Morgan Stanley, Nvidia executives revealed that the Blackwell chip is sold out for the next 12 months. Morgan Stanley predicts Nvidia's market share will continue to grow in 2025. Source: The Future Investors
NEARSHORING... 🚨FOXCONN TO BUILD WORLD’S LARGEST NVIDIA SUPERCHIP PLANT IN MEXICO
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
"The demand for Blackwell is insane." - $NVDA CEO Jensen Huang on CNBC just now
JPMorgan said today that Nvidia expects several billion of Blackwell revenue in Q4 Source: Stocktwits
Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia?
Source: FastCompany
