Hyperliquid News Today: "NVIDIA's $500 Billion AI Order Backlog Sparks $5 Trillion Hype Amid Concerns of Excess Capacity"
- NVIDIA's $500B AI chip order backlog through 2026 highlights explosive demand for Blackwell/Rubin GPUs, positioning it as AI infrastructure leader despite geopolitical risks. - Q3 revenue forecast at $54.8B (+56% YoY) driven by $48B+ data center sales, fueled by Microsoft/Amazon hyperscaler investments in AI infrastructure. - Market skepticism grows over demand sustainability, with 90%+ spending concentrated in top cloud providers and U.S. export bans costing $10s of billions in China AI GPU sales. - $5T
NVIDIA’s upcoming third-quarter financial results, scheduled for November 19, have become a focal point for the global AI sector. The company’s backlog of AI chip orders, totaling $500 billion for 2025 and 2026,
Market experts anticipate
Political tensions on the world stage add further uncertainty to NVIDIA’s prospects.
The AI sector as a whole is also facing questions about its valuations. Some market observers liken the current enthusiasm for AI stocks to the dot-com boom,
NVIDIA’s recent strategies, such as a $10 billion investment in OpenAI and collaborations with Intel and Nokia,
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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