NVDA's Blackwell Sells Out, AMD Unveils New A.I. Chips

AMD Inc. (AMD) showed off its new A.I. chips today, but the products weren't enough to win over investors. Part of that is thanks to Nvidia (NVDA), which livened up markets once again on a report of its Blackwell chips being sold out for 12 months. Kevin Green weighs Nvidia's dominance in the A.I. market and if AMD can maintain its 2nd place spot.

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[LawrenceMarkFearon]

Sold out for a year has explosive implications. Blackwell's sold out status is NOT even priced in. Think about what this means. Nvidia was again able to use it's pricing power to increase the cost per GPU. Profit margins inevitably have risen. Current Q4 guidance is probably way way off and substantially lower than actual results. We only had a week to go from Blackwells "insane demand" to sold out for a year. By the time investors catch on, Nvidia's stock could be past $150. Before November earnings.

[FighterFlash]

Let’s double your time horizon 10 years!

[BaffySchenck]

I’ve been diligently working, saving and contributing towards early retirement and financial freedom, but since covid outbreak, the economy so far has caused my portfolio to underperform, do I keep contributing to my 401k or look at alternative sectors to meet my goals.?

[trilllife]

NVDA will make a lot of investors rich by 2030, including me 😊🎉🎉🎉🎉