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Instant Reaction: Nvidia Sales Forecast Falls Short

Bloomberg Intelligence

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Nvidia's Sales Forecast and Market Challenges

This chapter examines Nvidia's sales forecast and expected revenues from its new Blackwell product amidst challenges in AI chip sales growth. It discusses the impact of recent changes on Nvidia's stock prices and the competitive landscape in the semiconductor industry. The speakers analyze both the immediate market reaction and the underlying demand for AI chips, emphasizing Nvidia's resilient position within the tech supply chain.

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