Публикация

NVIDIA CEO JENSEN HUANG: “NO CHIP BUST FOR A WHILE” “THIS TIME IS DIFFERENT” HE SAYS THE CHIP INDUSTRY MUST GROW 5–10X BUT LOOK AT WHERE NVIDIA’S REVENUE COMES FROM: META → 21% OPENAI / ORACLE → 17% XAI → 16% JUST THREE CUSTOMERS GENERATE 54% OF NVIDIA’S TOTAL REVENUE 2026 HYPERSCALER CAPEX → $785 BILLION 2027 FORECAST → NEARLY $1 TRILLION TSMC CAPEX → $60–64 BILLION INTEL CAPEX → $20 BILLION U.S. CHIP FACTORY UTILIZATION → JUST 72.2% TRILLIONS ARE BEING SPENT AROUND DEMAND FROM A FEW COMPANIES ONE CAPEX CUT AND THE ENTIRE CHIP FORECAST CHANGES JENSEN IS WRONG SPENDING ONLY NEEDS TO SLOW#EarningsRealityCheck #KoreaAIChipPush #CLARITYOddsFall