#NvidiaChipDoubleOutlook
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Nvidia CEO Jensen Huang said chip sales are expected to double over the next year. AI cloud provider Nebius is raising prices Oct 1, with H100, H200, B200, and B300 instances up around 17%-21%. Both highlight a core compute tension: expanding supply expectations alongside rising prices. If Nvidia's shipments double as projected, that could ease the squeeze; if high costs persist, cloud margins stay compressed. Key watch: whether supply scaling caps compute prices, or demand keeps running ahead.
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#NvidiaChipDoubleOutlook Nvidia plans to sell more chips, yet AI compute is getting more expensive 👀
Jensen Huang expects chip sales to double over the next year, while Nebius is raising H100 to B300 instance prices by roughly 17%-21%.
What caught my attention is the contradiction: supply is scaling, but pricing power isn't fading.
If Nvidia doubles shipments and compute prices still stay high, the real story isn't scarcity. It's demand outrunning one of the fastest supply expansions in tech.
Nvidia's outlook and Nebius's price increase are not contradictory signals. Shipments can double while compute remains scarce if AI demand expands even faster. The 17%-21% rise across H100, H200, B200 and B300 instances makes cloud pricing the cleaner stress test: sustained increases would suggest supply growth is being absorbed before it can relieve customer costs.
#NvidiaChipDoubleOutlook
NVDA still needs to break above $230 to get a final pop in this Cycle, otherwise Wave 2 is next for a retest of its 200 WMA
And then the REAL AI Boom takes place after this
Cycle Wave 3 for $NVDA.
Adding $NVDA at its 200 WMA is the dream buy.
#FedOctHikeOddsHit55% #SECCFTCOnchainRules #NvidiaChipDoubleOutlook
JUST IN: Nvidia $NVDA CEO Jensen Huang says the company expects to sell twice as many chips next year.
Ação da Nebius sobe com aumento das taxas de GPU da NVIDIA até 21% em outubro
Principais Insights:
As ações da Nebius subiram após o aumento reportado nos preços das GPUs NVIDIA atingir 21%.
As tarifas on-demand para H100, H200, B200 e B300 vão aumentar a 1 de outubro.
O aumento dos preços de tabela ocorreu enquanto a Nebius continuava a expandir a sua infraestrutura de IA.
As ações da Nebius subiram a 16 de setembro após relatos mostrarem aumentos iminentes nos preços para instâncias selecionadas de GPUs NVIDIA. Um aviso ao cliente partilhado pela Wall St Engine indico
Nvidia ($NVDA) CEO Jensen Huang says calls to slow AI create a “false choice” between speed and safety.
He says the industry doesn’t need new laws or regulations, arguing safety is an engineering problem and “you can definitely have both.”