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07788.HK
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NVDA: Nvidia Stock Tumbles -- CEO Confirms No China Blackwell Chip Talks

Nvidia's stock fell about 4% on Friday, continuing a rough week with a total decline of over 7%. Investor concerns about the company's exposure to China and AI spending sustainability are rising. CEO Jensen Huang confirmed no discussions on selling Blackwell AI chips to China, anticipating a potential quarterly sales shortfall of $2 billion to $5 billion. Despite recent declines, Nvidia maintains a 40% gain for the year, with analysts remaining optimistic about AI's long-term potential.

GuruFocus·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%
GuruFocus·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%

Key facts: Nvidia Seeks More Chips from TSMC; Tech Stocks Face Selloff

Nvidia's CEO has asked Taiwan Semiconductor Manufacturing Co. (2330) for more chip supplies to satisfy rising demand for AI technologies, underscoring Nvidia's AI business growth.1Taiwan Semiconductor Manufacturing Co. (2330) faces pressure from a selloff in Asia's tech stocks, raising concerns about market risks tied to a few key firms and retail investors.2

TradingView·
US
NVDL
+0.02%
HK
07788
-7.75%
HK
07388
+7.41%
TradingView·
US
NVDL
+0.02%
HK
07788
-7.75%
HK
07388
+7.41%

Nvidia (NVDA) CEO Huang Confirms 'Soaring Demand' for Blackwell AI Chips

Nvidia CEO Jensen Huang confirmed strong demand for the new Blackwell AI chips, which are crucial for data centers and AI applications. Speaking at a TSMC event, he noted the company's growth is fueled by global AI chip demand. TSMC's CEO acknowledged Nvidia's request for wafers, highlighting their close partnership. Other chipmakers like SK Hynix and Samsung are also ramping up production. However, Nvidia is not selling to China due to export restrictions. Analysts predict strong revenue growth into 2025, with NVDA stock rated as a Strong Buy, showing significant upside potential.

Tip Ranks·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%
Tip Ranks·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%

Nvidia Reaches Historic $3.5 Trillion Market Valuation

Nvidia Reaches Historic $3.5 Trillion Market Valuation

MSN·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%
MSN·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%

Palantir & Nvidia Are Building The Operating System Of Reality

Palantir Technologies and Nvidia have partnered to create an Operational AI Stack, an advanced system designed to model, simulate, and optimize the physical world in real time. This platform allows businesses to not only analyze data but also to make proactive decisions based on real-time insights. Lowe's is among the first to implement this technology, using it to create a digital twin of its supply chain. The collaboration aims to enhance operational efficiency across various sectors, including manufacturing, retail, and logistics, with potential applications in government and defense.

Talkmarkets·
US
PLTR
+1.65%
US
NVDL
+0.02%
HK
07788
-7.75%
Talkmarkets·
US
PLTR
+1.65%
US
NVDL
+0.02%
HK
07788
-7.75%
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The recent volatility has been significant. Adjust the position to stocks with more concentrated certainty.$Alphabet(GOOGL.US)$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$PDD(PDD.US)

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$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)Google has launched Ironwood, its seventh-generation TPU, designed to go head-to-head with NVDA. It is four times faster than the previous version and links ov...