Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Huang Renxun claims that the demand for Blackwell chips is "crazy".
Comments say that Huang Renxun's speech eased concerns about the delay in Blackwell chip production. Three weeks ago, Huang Renxun exaggeratedly affirmed that the demand for Blackwell was too high in his speech, causing nvidia's intraday surge of 9%, leading to a V-shaped reversal in the US stock market large caps.
Is the AI boom "coming back"? s&p global: Nvidia stock prices can still rise for at least another year.
The S&P Global's Director of Technical Ratings, Andrew Zhang, stated in an interview that Nvidia's stock still has a large potential for further growth, and will continue to soar for at least another year. Andrew Zhang believes that Huang Renxun's comments and the financial reports of Nvidia's partners both support the prediction of Nvidia's continued rise.
Huang Renxun: Blackwell has been fully put into production, and its performance will be improved by 3-4 times compared to the previous generation chip.
After the artificial intelligence conference held at the White House, Huang Renxun stated that Blackwell is undergoing comprehensive mass production, and the new generation of products will 'reduce energy consumption, improve performance, and reduce costs.' He also stated that he will actively cooperate with government policies and at the same time called on the government to conduct 'careful consideration' of global trade policies.
NVIDIA invests heavily in AI emerging forces! The "NVIDIA AI Empire" is becoming stronger.
NVIDIA, the undisputed leader in the field of AI chips, is building a stronger and stronger "NVIDIA AI Empire" with its powerful performance AI GPU and CUDA ecosystem.
"Stock King" Nvidia may face more volatility? Zero-options may have the opportunity to enter individual stocks next year.
① In the past few years, "zero-day options" that have been causing a stir in the US stock market may soon venture into individual stocks; ② And popular stocks like Nvidia and Tesla, which are the focus of all market participants, undoubtedly have the potential to become the preferred targets for "zero-day options" traders.
Buy Broadcom Stock. Its $12 Billion in AI Revenue Has Room to Grow, Analyst Says. -- Barrons.com
