Most people see it as: “Blackwell delays = NVIDIA is in trouble.” A more useful way to see it is: “Blackwell sold-out status + 3.6M backlog with extreme supply constraints = NVIDIA has unprecedented pricing power and visibility.” That one shift changes everything about how

NVDA4.06%
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned