NVIDIA Corporation NVDA

I don’t follow the Hurd will do the opposite. Buy of a lifetime. NVDA !!!💰💰💰💰💰

I don’t follow the Hurd will the opposite. Buy of a lifetime. NVDA !!!💰💰💰💰💰

$NVDA...OVERREACTION, as always.

$NVDA..SOMETIMES I don't understand the market... why is Dell up 11% today and hitting an all-time high, while NVDA is obviously being suppressed through manipulation? After the earnings of the last few quarters, it ought to be trading above 280, and all analysts have price targets averaging 320—with Raymond James even projecting $515. Something just doesn't add up here.
Good night from Germany

Nvidia (
NVDA
+0.47%
) has delivered a winning performance in the artificial intelligence (AI) market, becoming the world's biggest AI chip designer and generating record earnings well into the billions of dollars. In the latest quarter, revenue topped $96 billion, and net income reached $59 billion. The company recognized the AI opportunity early and made this market its focus. This clearly was a wise bet as it's turned out very well for Nvidia and the company's shareholders. The stock has soared 900% over five years.

But one element has weighed on the stock in recent months, and that is the general concern about a potential AI slowdown. Investors have worried that big tech companies are spending too much on a build-out, and that the revenue opportunity may fall short. Such a scenario would be terrible for Nvidia, considering that more than 90% of its total revenue comes from data center sales.

Nvidia and peers have spoken of strong demand, which should reassure investors at least somewhat. And now, an important message from Taiwan Semiconductor Manufacturing (
TSM
+1.27%
) offers us even more very recent visibility on the situation. TSMC just delivered fantastic news for Nvidia shareholders. Let's check it out.

Smiling couple sitting on a couch reviewing finances together on a laptop at home
Image source: Getty Images.

Nvidia's GPUs

So, first, a quick catch-up on the Nvidia story so far and a look at the role TSMC plays in the AI space. As mentioned, Nvidia was an early player in AI, shifting the focus of its graphics processing units (GPUs) about a decade ago to this area. GPUs offer the compute power needed for crucial AI tasks, such as the training of large language models. Nvidia didn't stop here and instead built out its capabilities to include other products and services, from networking to enterprise software. Today, Nvidia is a full-stack AI company and even has designed platforms for specific industries, from healthcare to automotive.

Nvda/ Bear Chinese chip scare tactic is pure desperation like all of the other scare to panic sell tactics, each tactic always ends up being disproven, bears are such lying scum, they would sell their mothers to make a profit!

NVIDIA’s Export Ban Backfires as Chinese Competitors Raise Prices 50%
China's homegrown AI chips were supposed to make NVIDIA irrelevant in the world's second-largest market, but a supply crisis is quietly dismantling that argument and reshaping the competitive math in ways Beijing did not anticipate.

Omor Ibne Ehsan
Published September 11, 2026, 9:20am ET · 3 min read
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Nvidia on a World Map
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China’s push to swap out NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) silicon for homegrown accelerators just got noticeably more expensive. Huawei’s forthcoming Ascend part and Cambricon’s next-generation processor have been repriced upward by as much as 50% against quotes given only two months earlier, with the culprit being a shortage of high-bandwidth memory that Chinese fabricators can only obtain through grey-market resellers who mark it up several times over the prices paid in the United States and Korea.

NVIDIA is locked out of Chinese data center compute revenue by export rules, so none of that flows to its top line. But the pricing signal matters. When the cheap alternative stops being cheap, the argument that Jensen Huang’s platform is optional gets weaker.

Memory Bottleneck Squeezing the Substitutes

High-bandwidth memory, or HBM, is the stacked DRAM that sits next to a GPU and feeds it training data at extreme speed. Without enough of it, a modern AI accelerator stalls on its own bandwidth ceiling and delivers a fraction of its rated throughput.

Export controls have cut Chinese buyers off from direct HBM supply, so Huawei and Cambricon reach the parts through third-country intermediaries who charge multiples of the sticker price. That cost lands inside the finished accelerator, which is why two vendors raised prices at roughly the same time.

NVIDIA is fighting the same shortage from the other side. On the August 26 call, the company described “extreme pricing conditions in memory” and said the increases had “exceeded our prior expectations and are headed even higher into next year.”

The difference is scale and access. NVIDIA has direct relationships with all three HBM suppliers and a multiyear partnership with SK hynix (NASDAQ:SKHY); Chinese buyers pay a grey-market premium on top of an already tight market.

What NVIDIA’s Numbers Say About Pricing Power

Second-quarter revenue reached $96.22 billion, up 105.8% year over year, with Data Center at $89.02 billion. Guidance for the October quarter is $108 billion, plus or minus 2%, explicitly excluding any China data center compute revenue.

China Hopper shipments came in at less than 1% of Data Center revenue last quarter. The company is growing at this pace without the second-largest AI market on Earth contributing meaningfully.

Huang framed the moment plainly: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

Management said fiscal 2028 revenue should grow roughly 70% year over year, and even that is a “supply-constrained outlook” against demand growing near 100%.

Does This Hand NVIDIA the China Market Back?

Some observers argue that expensive domestic silicon builds political pressure inside China for a negotiated reopening of NVIDIA sales. The more likely outcome is the opposite.

Beijing has been consistent: pay more now, build the domestic stack later. Rising Ascend and Cambricon prices are far more likely to accelerate Chinese investment in domestic HBM production than to trigger a policy reversal in Washington.

Over a three-year horizon, that is the real risk to the moat. Chinese memory fabs will eventually close some of the gap, and when they do, the substitution math changes.

For now, the takeaway is narrower and cleaner. The cheap alternative to NVIDIA is disappearing, which validates the pricing power NVIDIA already commands everywhere it can sell. All of that compute still has to be powered, cooled, and networked by somebody, which is why we pulled seven suppliers behind the AI buildout into a free report you can grab here.

Nvda/ Damn! What a genius!

Jensen Huang Mocks Nvidia ‘Circular Financing’ Fears: ‘If That Is, Let’s Do More of That’
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang mocked concerns that the chip giant is fueling its own demand by financing companies and infrastructure projects that ultimately deploy Nvidia technology.

"Is that circular? If that is, let’s do more of that," Huang said Thursday at Goldman Sachs’ Communacopia + Technology Conference.

Goldman Sachs analyst Jim Schneider pressed Huang on Nvidia’s guarantees and financial backing for AI labs and cloud providers. He also pointed to Nvidia’s $500 billion infrastructure financing platform, launched with six financial institutions including BlackRock to mobilize third-party capital.

Huang said Nvidia puts relatively little capital into those projects compared with the business they generate.

"We put in one and 100 comes back in," he said.

Huang Says He Needs a ‘Sure Thing’

Huang argued Nvidia has unusually good visibility into the projects it supports because "we brought the pipeline to them."

"I’m not taking any risks," Huang said. "I need a sure thing."

He said Nvidia can see around $100 billion of contracted customer demand behind the projects it helps finance. "It’s lined-up contracts. It’s total contracted value. It’s real stuff."

Huang also called the strategy necessary to create a global network of newer cloud providers that can serve as "distribution channels for NVIDIA’s architecture."

The network is already large. Nvidia disclosed $99 billion of equity investments as of July 26 and another $25 billion of future investment commitments.

CoreWeave Inc. (NASDAQ:CRWV) is one of the more visible examples. Nvidia invested $2 billion in the cloud provider in January, deepening its ties to a company that rents out Nvidia GPUs and has borrowed billions of dollars against them.

Nvidia has also put its own credit on the line. It has agreed to guarantee up to $105 billion so OpenAI can lease a data center campus in Ohio that will run on Nvidia chips. Nvidia pays nothing unless OpenAI defaults, but its total guarantees could reach $108.5 billion.

Burry, Chanos Question the Economics

Skeptics argue that Nvidia’s growing financial role makes it harder to separate underlying demand for its chips from demand enabled by its own capital.

By investing in customers, backing projects and protecting the value of GPUs used as collateral, Nvidia makes it easier for infrastructure providers to raise money and expand, which in turn creates more demand for Nvidia hardware.

The concern is what happens if that cycle reverses. A slowdown in AI spending would hit GPU values and indebted cloud providers just as Nvidia’s own orders slowed, which is exactly when its guarantees would get called.

Short seller Jim Chanos challenged Huang directly this week. When Huang called Nvidia compute “durable and highly rentable” on X, Chanos replied: “Then why not rent them out yourself?”

Michael Burry warned circular spending had reached ‘biblical proportions’ in July, pointing to a jump in the cost of insuring Nvidia’s debt.

Prediction-market traders remain bullish. Polymarket gives Nvidia a 79% chance of finishing 2026 as the world’s largest company by market capitalization, versus about 13% for Apple and 6% for Alphabet.

Nvidia’s underlying business continues to surge. Second-quarter revenue jumped 106% year over year to $96.2 billion, while data center revenue rose 117% to $89 billion.

Nvda/ when Jensen talk people listen.

Jensen Huang Calls NVIDIA the ‘World’s First and Only Growth Value Stock’
NVIDIA Corp. (NASDAQ:NVDA) is positioning its expanding AI platform, broad customer base and infrastructure partnerships to capture the next phase of global AI spending.

The Big Tech giant expects accelerating AI infrastructure spending, broader customer adoption and new applications to drive growth. Meanwhile, CEO Jensen Huang sees power and data-center availability as key constraints on expansion.

NVIDIA CEO Calls It A ‘Growth Value Stock’

At the Goldman Sachs Communacopia + Technology Conference on Thursday, Huang reiterated his forecast that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030.

Huang said NVIDIA could grow revenue 70% year over year and remains confident in that outlook. The Goldman Sachs moderator also cited NVIDIA’s earlier guidance that unconstrained demand was growing more than 100%.

Huang said Grace Blackwell NVLink 72-rack systems recorded 27% month-over-month growth. NVIDIA generated $303 billion in revenue over the last 12 months, with gross margins near 75%.

System pricing has also climbed across generations. Huang put Hopper at about $18,000 per GPU system, Blackwell at about $25,000 and Vera Rubin at roughly $40,000.

During the conference, he called NVIDIA the “world’s first and only growth value stock,” arguing that the company combines rapid growth with expanding exposure to AI infrastructure spending.

See More: Top Value Stocks

Broad Customer Base Supports Growth

Huang said NVIDIA’s platform runs models from major developers, including OpenAI, Alphabet Inc. (NASDAQ:GOOGL) unit Google’s Gemini, Meta Platforms Inc. (NASDAQ:META), Anthropic and xAI. Enterprises, cloud providers and regional AI operators further broaden its customer base.

OEM partners include Dell Technologies Inc. (NYSE:DELL), Super Micro Computer Inc. (NASDAQ:SMCI), Lenovo, HP Inc. (NYSE:HPQ) and Cisco Systems Inc. (NASDAQ:CSCO). Neocloud partners include CoreWeave Inc. (NASDAQ:CRWV), Nebius Group N.V. (NASDAQ:NBIS), Lambda and Firmus. Huang said this broad reach reduces NVIDIA’s dependence on any single customer or sales channel.

Partnerships Open New AI Markets

Huang identified cybersecurity and physical AI as major future opportunities.

NVIDIA has a major partnership with CrowdStrike Holdings Inc. (NASDAQ:CRWD) around AI-powered cybersecurity. Huang also discussed partnerships involving Cisco and Palantir Technologies Inc. (NASDAQ:PLTR).

Huang cited NVIDIA’s partnerships with Mercedes and Uber Technologies Inc. (NYSE:UBER) in autonomous vehicles, as well as its work with Amazon.com Inc. (NASDAQ:AMZN) on warehouse and logistics systems.

The company is also working with Nokia Corp. (NYSE:NOK) on AI-RAN and 6G technology. Huang described 6G as a form of physical AI and said AI-RAN effectively creates a distributed edge data center.

Power And Data Centers Remain Constraints

Huang said NVIDIA continues to face upstream supply challenges, including packaging, memory, connectors, voltage regulators and wafers. However, the company’s scale and supplier relationships help it manage those pressures.

Land, electricity and ready-to-use data-center capacity remain major downstream bottlenecks. NVIDIA tracks land, power and data-center shell availability globally through its network of cloud providers, neoclouds, OEMs and AI companies.

Huang pointed to Australia as an example. He said NVIDIA is working with companies and data-center operators in the region on plans involving 2 gigawatts of capacity for 2027, which he valued at about $80 billion.

Nvda/ Chinese tech has all of the Ai customers?! Spoken like a true meth Head.

Again Bergson, post your documented proof, or you are a fraud! The clock is ticking,, where is the proof?