San Francisco, CA – The demand for Nvidia’s new Blackwell chip has been described as “staggering” by the company’s CFO. The strong earnings reported by Nvidia have contributed to this high demand, despite concerns over Trump’s tariffs.
The uncertainty looming over the chip industry has led Nvidia’s CEO, Jensen Huang, to pledge full compliance with Trump’s trade policies. This commitment aims to navigate the challenges posed by the current trade environment and ensure the company’s continued success.
Portfolio managers are finding it hard to bet against U.S. large-cap stocks and Nvidia, highlighting the confidence in these investments. The potential outcome of a trade war on Nvidia is a topic of discussion among analysts and industry experts, weighing the implications and possible strategies moving forward.
In conclusion, the performance of Nvidia in the market, along with its response to external factors such as trade policies, is closely monitored by investors and stakeholders alike. The company’s ability to adapt and thrive in a changing economic landscape will ultimately determine its future success.