I made an additional investment in Nvidia (NVDA) due to its strong momentum in the AI chip market. Reuters reported that Nvidia plans to start shipping H200 AI chips to Chinese clients before the Lunar New Year, fulfilling initial orders of 40,000–80,000 chips from existing stock. This demonstrates robust demand and efficient supply management. Looking ahead, Nvidia is expanding production capacity, with new orders opening in Q2 2026, positioning the company to capture further growth in the AI sector. This strategic execution reinforces my confidence in Nvidia’s long-term prospects.
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- ChloeKeynes·01-03Brilliant move with NVDA, mate! AI demand's soaring, solid long-term play. [龇牙]LikeReport