NVIDIANVDA.US

Founded in 1993 by Jensen Huang as a GPU maker, it now near-monopolizes AI training and inference chips and became the world's most valuable semiconductor company. Datacenter GPUs (H100, Blackwell) drive most revenue, fed by SK hynix's HBM.

CEO Jensen Huang · Founded 1993 · Listed 1999.1 · HQ Santa Clara, USA · Exchange NASDAQ · Website nvidia.com

Predictions & track record (22)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead?To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close itWhether AMD and Samsung actually sign the definitive HBM4 supply agreement around Helios's end-of-Q3 shipping start will be checked in mid-October 2026.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.
• Awaiting grading Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes backCheck around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned.
• Awaiting grading Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demandCheck Intel's next quarterly report, expected around late October 2026, to see whether revenue lands in the guided $15.8 billion to $16.8 billion range and whether the AI data center segment keeps growing at a similar pace.
• Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Grade around mid-2027 whether Huawei's chip software ecosystem (DeepSeek's compiler and TileLang tooling) has closed the gap with CUDA as Wenfeng predicted, and whether Nvidia's China-exposed growth underperformed as a result.
• Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmapCheck by H1 2027 whether TSMC has resolved the soldering issue on 9.5x reticle CoWoS-L packaging, and by 2029 whether Nvidia's Feynman GPU architecture ships on its expected schedule or slips due to packaging constraints.
• Awaiting grading TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip ordersCheck in early 2027 whether TSMC's new pricing (5-10% base, plus 10-15% premium on extra HPC orders) takes effect as reported and how customers respond.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4BScore later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here?
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?
• Awaiting grading Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI orderScore when Hon Hai reports 2026 H2 results or updates guidance: did it raise its outlook citing AI-server orders like this SpaceX deal?
• Hit The 'Kimi moment': a $1.3B open-weight model that could reprice the whole US AI tradeIndependent benchmarking firm Artificial Analysis ranked Kimi K3 (full weights released July 27, 2026) #3 on its Intelligence Index (score 57), matching or surpassing GPT-5.5 and Claude Opus 4.8 -- graded hit.
• Awaiting grading Bilello asks: are we in an earnings bubble?Grade after full-year 2026 results: did S&P 500 realized EPS growth come in near the ~24% expectation, or well below?

39 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• Watch The semiconductor bear case hasn't changed in months. So why is the selling happening now? Jukan (@jukan05) · 2026-07-27
• Watch Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Bear Huawei's AI chip shipments set to double this year to about 1.5 million units, WSJ reports Jukan (@jukan05) · 2026-07-25
• Watch Samsung and SK hynix stay cautious on 3D chip stacking as China's CXMT chases the niche Jukan (@jukan05) · 2026-07-25
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Bull Analyst raises AI accelerator market forecast to $1.4 trillion by 2030 as AMD's MI500 adds optical interconnects Jukan (@jukan05) · 2026-07-24
• Watch Jensen Huang joins X and uses his first post to back open AI models alongside closed ones Jensen Huang (@JensenHuang) · 2026-07-24
• Bull Korea's presidential office says Samsung and SK hynix are about to announce “very large-scale” deals with US tech firms during President Lee Jae-myung's Silicon Valley trip Jukan (@jukan05) · 2026-07-24
• Bull AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close it Jukan (@jukan05) · 2026-07-24
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Bull SK hynix starts hiring for 3D-stacked DRAM aimed at on-device AI, and says it already has a US customer lined up Jukan (@jukan05) · 2026-07-24
• Watch Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes back Jukan (@jukan05) · 2026-07-23
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bull Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Bull SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Watch Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Jukan (@jukan05) · 2026-07-21
• Bull TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip orders Jukan (@jukan05) · 2026-07-21
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Bull Samsung starts building a hybrid-bonding line for next-gen HBM, picks Dutch supplier Besi Jukan (@jukan05) · 2026-07-21
• Bull Nvidia's 9.3% stake in Nebius comes to light, and $NBIS pops after hours Serenity (@aleabitoreddit) · 2026-07-20
• Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Watch Alphabet plans a 'frozen' chip that bakes Gemini into the silicon The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Bull Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20
• Bull Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI order Jukan (@jukan05) · 2026-07-19
• Watch The 'Kimi moment': a $1.3B open-weight model that could reprice the whole US AI trade 메르 (ranto28) · 2026-07-18
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15
• Bear Bilello asks: are we in an earnings bubble? Charlie Bilello · 2026-07-14