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Posted by
Two Blokes Jun 6 -
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Stock
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Nvidia's Blackwell platform enhanced its status as a leader of the AI market, attracting major clients and driving up demand for its AI chips. Data center capex is set to triple by 2029, which will give Nvidia a competitive advantage and sustain incredible revenue growth as demand for GPU infrastructure surges. Despite the tariff headwinds and an $8 billion loss expected from H20 excess inventory, the management assured sustaining gross margins in the mid-70% range for FY 2026.
