Jensen Huang’s GTC speech was -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Lanceljx
2025-10-31

Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. His focus on full-stack innovation — from silicon to systems to software — underscored NVIDIA’s moat that rivals still struggle to match.

At a $5 trillion valuation, NVIDIA’s pace of growth will inevitably moderate, but its leadership in AI compute remains unmatched. Demand for inference and training chips continues to expand, especially as enterprises and sovereigns race to build AI capacity. The key drivers ahead: Rubin rollout (2026), AI-PC adoption, and software/service monetisation (CUDA, DGX Cloud, Omniverse).

My 12-month target price stands around $240, assuming EPS growth of 35–40% and sustained data-centre demand. While valuation is rich, momentum and fundamentals still favour the bulls — I expect new all-time highs are very much within reach before mid-2026, provided macro conditions stay accommodative.

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

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Valerie Archibald
·2025-11-01
Huang throwing billions around like a drunk sailor. Vertical integration a la Apple.

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Venus Reade
·2025-11-01
I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm

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pangngk
·2025-10-31
It's impressive how NVIDIA is shaping the future of AI.
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NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips.\nNVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. 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He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. His focus on full-stack innovation — from silicon to systems to software — underscored NVIDIA’s moat that rivals still struggle to match.</p>\n<p><br></p>\n<p>At a $5 trillion valuation, NVIDIA’s pace of growth will inevitably moderate, but its leadership in AI compute remains unmatched. Demand for inference and training chips continues to expand, especially as enterprises and sovereigns race to build AI capacity. The key drivers ahead: Rubin rollout (2026), AI-PC adoption, and software/service monetisation (CUDA, DGX Cloud, Omniverse).</p>\n<p><br></p>\n<p>My 12-month target price stands around $240, assuming EPS growth of 35–40% and sustained data-centre demand. While valuation is rich, momentum and fundamentals still favour the bulls — I expect new all-time highs are very much within reach before mid-2026, provided macro conditions stay accommodative.</p></body></html>","text":"Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. His focus on full-stack innovation — from silicon to systems to software — underscored NVIDIA’s moat that rivals still struggle to match. At a $5 trillion valuation, NVIDIA’s pace of growth will inevitably moderate, but its leadership in AI compute remains unmatched. Demand for inference and training chips continues to expand, especially as enterprises and sovereigns race to build AI capacity. The key drivers ahead: Rubin rollout (2026), AI-PC adoption, and software/service monetisation (CUDA, DGX Cloud, Omniverse). My 12-month target price stands around $240, assuming EPS growth of 35–40% and sustained data-centre demand. 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Vertical integration a la Apple.\n<br><br>","text":"Huang throwing billions around like a drunk sailor. Vertical integration a la Apple.\n<br><br>","html":"Huang throwing billions around like a drunk sailor. Vertical integration a la Apple.\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":495401618284896,"commentId":"495401618284896","gmtCreate":1761967172081,"gmtModify":1761972564846,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010991","authorId":10000000000010992,"name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":495006117982520,"objectIdStr":"495006117982520","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm \n<br><br>","text":"I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm \n<br><br>","html":"I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm \n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":495143414678400,"commentId":"495143414678400","gmtCreate":1761915213097,"gmtModify":1761928577800,"authorId":3479274705372315,"author":{"id":3479274705372315,"idStr":"3479274705372315","authorId":3479274705372315,"name":"pangngk","avatar":"https://static.tigerbbs.com/0520999d6ad05f0d7239da3f11b3fb0c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":495006117982520,"objectIdStr":"495006117982520","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"It's impressive how NVIDIA is shaping the future of AI.","text":"It's impressive how NVIDIA is shaping the future of AI.","html":"It's impressive how NVIDIA is shaping the future of AI.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}