$NVDA CEO Jensen Huang just dropped a bombshell: expects to ship 2x the chips next year vs this year.
That's not incremental growth—that's exponential acceleration in an already supply-constrained market. If demand holds (and all signs point to yes with AI buildout nowhere near done), this could be the setup for another monster year.
Market's pricing in a lot already, but doubling volume while maintaining margins? That's the kind of guidance that separates hype from reality.
That's not incremental growth—that's exponential acceleration in an already supply-constrained market. If demand holds (and all signs point to yes with AI buildout nowhere near done), this could be the setup for another monster year.
Market's pricing in a lot already, but doubling volume while maintaining margins? That's the kind of guidance that separates hype from reality.
