Nvidia CEO Jensen Huang said he “under represented” demand for Blackwell chips when he announced orders for 3.6 million chips from 4 top cloud service providers, because the figure did not include big customer Meta Platforms and smaller cloud providers and startups, Reuters reports. Meta expects to spend US$65 billion on AI infrastructure this year. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor https://t.co/OkDdY91l9k
Source: Dan Nystedt
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