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Should you buy the dip on Nvidia as it forecasts $1T in chip sales? [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
AI demand remains strong despite recent stock weakness, alongside what investors need to see before buying the dip. Video Transcript Speaker A If you look back in October, you know, at uh in Washington, uh Jensen, you know, talked about $500 billion um of uh Blackwell and Rubin orders until the end of 26. Speaker A And uh two weeks ago, that number increased to 1 trillion. And that goes of course until the end of 27 now. Speaker A If you do the math, you know, like that's an incremental $500 billion of bookings in just four months now. So it's like a 1.3 trillion dollars of uh run rate and bookings these days that Nvidia, you know, is is adding from its customers. Speaker A And so that's that's just facts, you know, like there is no there's no way you know, to negotiate here and so what what I think, you know, is happening right now is that the markets, you know, need to wait and see because these numbers are so large that at this point, you know, you you you need to
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