Nvidia News
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Talking up their own book?
One could read it and dismiss it out of hand-many companies spin this sort of stuff, right.A few factors to consider.
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We don't have to realise this sort of scale. 25% works, such is the position today. The near term numbers are solid, the longer dated, clearly some speculation.
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Jensen Huang is a businessman but he is also very credible, has high integrity and he has an excellent track record. Remember, he was planning this 10 years ago.
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Many other highly credible people/organisations agree. C. C Wei (TSM), he's building the factories to support it. And the customers are buying/building it at unprecedented scale/pace.
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As we have said before, the decision has been made to aim high (AGI/ASI) and in the words of Masa San, this will require 200M GPU and $7T. And the big players are racing to get their first. Zuckerberg himself stated, his fear is not scaling quickly enough.
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From where we sit, the numbers today more than stack up (Nvidia revenue and earnings). Imo valuation is not stretched and I would challenge anyone to put forward a credible argument against this. We have several more years of rapid build out before a determination is widely accepted, success, great success or, they hit a brick wall. In the mean time we are watching very closely and very much enjoying, not just the financials evolve but the technology.
I also wanted to add. Picking a good investment isn't just about quantitative research. Anyone can do that. The interpretation of those numbers/metrics are very important. Two people will draw different conclusions.
Often overlooked is the qualitative factors. Management quality, credibility, track record.
The common denominator-experience. I've been doing this for a very long time, I've seen a lot and you really only understand a business if you have followed them for years(through thick and thin) and have the tools to actually understand what the numbers mean. Experience is knowing a stock correction is structural or a market whim (buy the dip or bail) with much higher confidence (no one is right all the time). Staying calm vs panic. And I would argue many of these attributes can not be learned, not in the short term at least.
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breaking news-
On 15 October 2025, BlackRock's Global Infrastructure Partners (GIP)-led AI Infrastructure Partnership (AIP)—including NVIDIA, Microsoft, xAI, and MGX—announced a $40 billion acquisition of Aligned Data Centers, a U.S. hyperscale operator with 15+ facilities. This landmark deal, one of the largest in AI infrastructure, encompasses debt and targets expansion to $100 billion via equity and financing, focusing on acquiring existing sites and building new renewable-powered data centres (DCs) optimised for AI workloads.
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HSBC Research today issued a report on Cowos capacity, stating, they see evidence of Nvidia wafer allocation at 800k units through 2027. This is the first sign of wafer accelerated growth since June 2025. A recap
Here is my May 25 estimate based on TSM public comments-this proved accurate QoQ. The important column being Nvidia wafers, circa 105k by year end. I would think e are ahead of this. Remember, there is a direct correlation between wafers and revenue. And HSBC makes this very point.
If we extrapolated these numbers using the existing expansion cadence we would arrive at circa 570k wafer through 2027. HSNC claims the number is now up to 800K and have modelled GPU(DC) segment revenues of up to $400B. Accordingly they have modelled just under $10 EPS! Accordingly they have issued a new price target of $320.
Exciting times ahead
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One GPU to rule them all. R100/R200 Rubin
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News just in. Somethings cooking-quick catch up with Jensen before Trump meets Xi. We have speculated about an easing of export restrictions. It's likely imo.
U.S. President Donald Trump said he will meet Nvidia's CEO Jensen Huang on Wednesday.
Trump is on a visit to Japan and South Korea, where he will meet global leaders and industry chiefs at the Asia-Pacific Economic Cooperation, or APEC, events in Gyeongju, South Korea. Trump and Chinese President Xi Jinping are also expected to meet.
Trump made the remark about meeting Huang in an address to business leaders in Tokyo on Tuesday before traveling to South Korea.
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If they get the green light it can only move upwards imo.
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Jensen at a keynote 30 mins ago just said this:
"We now have $500 billion in committed business locked in over the next six quarters—that's take-or-pay contracts from our partners, with every slot in our production pipeline filled through 2027. This isn't speculation; it's the foundation of the AI revolution, powered by Blackwell and Rubin architectures, ensuring the United States leads the world in sovereign AI and energy-efficient computing."
Stock is now at $198, an ATH
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Worth a watch to see what all the fuss is about...
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Curiously, looking at todays slide deck:
compare it to the forecast made earlier in the year-and I can conform up to a quarter or so ago, was very accurate:
. 5.7M Blackwell predicted for 1 year starting and regardless if it's fiscal or calendar, Jensen is suggesting 6M 'today'. Interesting. It suggests they shipped 2M this quarter which is +$5B over their guide excluding gaming, visualisation, autonomous systems and omniverse which is approx 5-6B more. They could report $60B this Q. NB: here he is counting the GPU stand alone $. But it's GPU+DPU+CPU+NV Link+Switch+DGX basecommand+cloud access. -
Trump late last night commented on Nvidia's advanced Blackwell AI chips (specifically the GB200 Grace Blackwell Superchip) during a media scrum on October 28, 2025, ahead of his planned high-stakes meeting with Chinese President Xi Jinping on October 30, 2025. When asked about potential agenda items for the talks, which also include issues like fentanyl imports and U.S. agriculture, Trump highlighted the chips as a point of discussion, praising U.S. technological superiority.Key Quotes from Trump:"We'll be speaking about Blackwell, it's the super duper chip."
"That's our country. We're about 10 years ahead of anybody else in chips—in the highly sophisticated chips. I think we may be talking about that with President Xi."
A real sample was shown for the first time.
180KW and $8M give or take.
Just the HBM4 memory is > $2M. Go Micron! -
I like this:
