#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
2 years ago, Intel had a bigger data center business than Nvidia.
$NVDA $INTC Source: FinChat @finchat_io
IS NVIDIA'S CEO OFF-LOADING HIS SHARES?
The dump took place on September 10th and 11th.Since the start of July, Jensen Huang has sold over 4 million shares worth ~$500 million. Huang still holds ~3.50% of the chipmaker's stock. Source: Global Markets Investor, zerohedge
Why Nvidia is a different story than Cisco in 2 charts...
Source: JPAM
