Why NVIDIA’s $40 Billion Gamble Could Reshape Every Industry
NVIDIA approaches its May 20 earnings call with Wall Street firmly in its corner. The chipmaker's CEO Jensen Huang has outlined demand exceeding $1 trillion for its Blackwell and next-generation Rubin systems through 2027 — a figure that excludes standalone CPU and storage opportunities. The company's investment portfolio tells its own story. NVIDIA has committed more than $40 billion in…
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