$NVDA 🔄
Nvidia has been quite prominent lately - it's also frequently discussed in media and social networks,
But let's put the talk and opinions aside for a moment - let's look at the facts and figures ✔️
Have you ever wondered how big the demand for Nvidia's Blackwell chip really is?
Pay attention to this - ✏️ • $GOOGL 📱 Google ordered 400,000 GB200 chips from Nvidia worth $10 billion! 💵
• $MSFT 📱 Microsoft purchased 60,000 GB200 chips worth $2 billion! 💵
• $META 📱 Meta purchased 360,000 of Nvidia's GB200 chips for $8 billion! 💵
The demand for Nvidia's Blackwell chips so far - absolutely insane! ⚡️
Long-time channel followers surely remember the video we uploaded in July this year featuring analyst Tom Lee - where he was asked about Nvidia's growth potential - and replied:
"Nvidia could be worth 10 times what it is today, with its revenue potentially soaring to $1 trillion by the end of the decade!"
• Does this look like the path to $1 trillion in revenue by the end of the decade? 👀
Under observation! 🔎
*Edit - ✏️
Channel follower "GEM" just wrote to me privately: "A report just came out today that the US is considering imposing restrictions on Nvidia - maybe it's worth updating the channel"
Well, as I said, I'm updating you - because we must look at the full picture and not just what's convenient.
So - if and when this happens - it could certainly throw a wrench in Nvidia's plans going forward,
But it's important to remember something no less important - elections are coming soon.
And in the political arena - politicians, being politicians, try to create a lot of politics, noise, and PR around their campaigns and political messages to voters - even in these areas (!)