Considering Nvda is doubling d-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Considering Nvda is doubling down harder on AI chips and pulling back on their "old" market of PC gpu (announcing that they will cut back production for 2026), I am curious to see if their competition will take the opportunity to dominate that market.

As it is, Chinese competition fighting them for the AI hip business should now be able to make decent gpu for PC assemblers having improved on their craft and know-how, and have assembly lines running.

I knew that Nvda PC graphics cards were slowly looking terrible before their meteorical rise as a AI chip producer. Terrible numbering/naming convention, no significant improvements (and maybe even worsening performance) and as I recalled, a gpu that had fire problems due to poor design? So maybe Nvda was indeed no longer competitive for basic PC usage and had to pivot hard.

In short, Nvda, being the centre of this AI bubble, could be in for a brutal winter if it pops because they might not be able to go back to what they did in the past, either losing out to traditional competitors or even the newcomers from China that they technically created.

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?

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NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips.\nNVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? 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So maybe Nvda was indeed no longer competitive for basic PC usage and had to pivot hard.</p>\n<p>In short, Nvda, being the centre of this AI bubble, could be in for a brutal winter if it pops because they might not be able to go back to what they did in the past, either losing out to traditional competitors or even the newcomers from China that they technically created.</p></body></html>","htmlText":"<html><head></head><body><p>Considering Nvda is doubling down harder on AI chips and pulling back on their \"old\" market of PC gpu (announcing that they will cut back production for 2026), I am curious to see if their competition will take the opportunity to dominate that market.</p>\n<p>As it is, Chinese competition fighting them for the AI hip business should now be able to make decent gpu for PC assemblers having&nbsp;improved on their craft and know-how, and have assembly lines running.</p>\n<p>I knew that Nvda PC graphics cards were slowly looking terrible&nbsp;before their meteorical rise as a AI chip producer. Terrible numbering/naming convention, no significant improvements (and maybe even worsening performance) and as I recalled, a gpu that had fire problems due to poor design? So maybe Nvda was indeed no longer competitive for basic PC usage and had to pivot hard.</p>\n<p>In short, Nvda, being the centre of this AI bubble, could be in for a brutal winter if it pops because they might not be able to go back to what they did in the past, either losing out to traditional competitors or even the newcomers from China that they technically created.</p></body></html>","text":"Considering Nvda is doubling down harder on AI chips and pulling back on their \"old\" market of PC gpu (announcing that they will cut back production for 2026), I am curious to see if their competition will take the opportunity to dominate that market. As it is, Chinese competition fighting them for the AI hip business should now be able to make decent gpu for PC assemblers having improved on their craft and know-how, and have assembly lines running. I knew that Nvda PC graphics cards were slowly looking terrible before their meteorical rise as a AI chip producer. Terrible numbering/naming convention, no significant improvements (and maybe even worsening performance) and as I recalled, a gpu that had fire problems due to poor design? So maybe Nvda was indeed no longer competitive for basic PC usage and had to pivot hard. In short, Nvda, being the centre of this AI bubble, could be in for a brutal winter if it pops because they might not be able to go back to what they did in the past, either losing out to traditional competitors or even the newcomers from China that they technically created.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/512365880533552","repostId":0,"isVote":1,"tweetType":1,"viewCount":151,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":915,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/512365880533552"}