Alubin
02-24
Am optimistic of $NVIDIA(NVDA)$ with the strong demand for AI still going. Should continue to inch upwards for now. Expecting a 3-5% increase by end this week or next week.
Jensen Teases $1T Backlog: Sell the News After GTC?
At the GTC 2026 keynote, Jensen Huang announced that NVIDIA will fully enter the inference processor market and revealed that the company currently has an order backlog of nearly $1 trillion. Wedbush analyst Dan Ives predicts that NVIDIA’s market cap could surpass $6 trillion within a year. So how should investors interpret Jensen’s announcement? Can the AI inference boom deliver the growth the market expects? Will this GTC event end up like the last CES—full of exciting announcements but little impact on the stock price? Can NVIDIA truly break through the $6 trillion valuation barrier?
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