Strategic investments to lock

Strategic investments to lock in customers:It is reportedly investing $30 billion in OpenAI and $10 billion in Anthropic, essentially using capital to secure future orders.

Meanwhile, $Alphabet(GOOG)$’s TPU v7 has already closed the gap to within about one year in FP8 performance. To retain major clients like $Meta Platforms, Inc.(META)$, some of NVIDIA’s recent agreements even appear to include subtle price concessions to lock in long-term demand.

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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YueShan
00:37
YueShan
Good ⭐⭐⭐

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