#NvidiaChipDoubleOutlook

#NvidiaChipDoubleOutlook Nvidia plans to sell more chips, yet AI compute is getting more expensive 👀 Jensen Huang expects chip sales to double over the next year, while Nebius is raising H100 to B300 instance prices by roughly 17%-21%. What caught my attention is the contradiction: supply is scaling, but pricing power isn't fading. If Nvidia doubles shipments and compute prices still stay high, the real story isn't scarcity. It's demand outrunning one of the fastest supply expansions in tech.

Nvidia's outlook and Nebius's price increase are not contradictory signals. Shipments can double while compute remains scarce if AI demand expands even faster. The 17%-21% rise across H100, H200, B200 and B300 instances makes cloud pricing the cleaner stress test: sustained increases would suggest supply growth is being absorbed before it can relieve customer costs. #NvidiaChipDoubleOutlook

NVDA still needs to break above $230 to get a final pop in this Cycle, otherwise Wave 2 is next for a retest of its 200 WMA And then the REAL AI Boom takes place after this Cycle Wave 3 for $NVDA. Adding $NVDA at its 200 WMA is the dream buy. #FedOctHikeOddsHit55% #SECCFTCOnchainRules #NvidiaChipDoubleOutlook

#NvidiaChipDoubleOutlook Nvidia remains at the center of the AI infrastructure trade. Its recent results again showed exceptional demand for high-end AI accelerators, while analysts are focusing on the company’s unusually strong longer-term outlook. Nvidia has also expanded its strategic footprint through investments and acquisitions, including its announced purchase of Hugging Face for approximately $12.9 billion. The bullish case is straightforward: hyperscalers continue spending aggressively on computing capacity, and Nvidia’s software ecosystem makes its hardware difficult to replace. The risk is that expectations have become extremely high. Any slowdown in cloud-capital spending, supply-chain bottlenecks or export restrictions could create a sharp valuation reset. My view is that Nvidia’s operating momentum remains impressive, but investors should separate genuine end-user demand from infrastructure companies buying capacity ahead of uncertain future workloads.

JUST IN: Nvidia $NVDA CEO Jensen Huang says the company expects to sell twice as many chips next year.

JUST IN: AMD reportedly raising chip prices ~10%

Nvidia Chief Executive Officer Jensen Huang expects to sell twice as many chips in the coming year, fueled by the spread of artificial intelligence across different industries.

Jensen Huang says Nvidia will sell twice as many chips next year

Nebius Stock Jumps On Cloud Computing Price Hikes