Nvidia China Orders Hit $35B — But Can It Ship Them?
Nvidia reportedly has roughly $35 billion in China orders, but it may be able to supply only a small fraction of the requested graphics cards. The real test now is whether massive demand can turn into actual shipments as samples begin in December and commercial deliveries approach next year.
Nvidia Earnings Beat Sends Stock Up 5% on AI Outlook
Nvidia’s earnings sent the stock from an initial after-hours decline to a roughly 5% gain after management delivered a much stronger long-term AI growth outlook. Now investors have to weigh that renewed AI optimism against elevated inflation and Friday’s Jackson Hole signal on interest rates.