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Kristina Partsinevelos reports that Nvidia's CEO refutes the notion of a bubble surrounding the company, emphasizing it with robust quarterly numbers. However, the firm's financial health faces potential difficulties with rising inventory levels.
Additionally, a significant deal with OpenAI remains in progress, still requiring finalization.
Nvidia’s current inventory challenges and its pending collaboration with OpenAI come amid broader questions about the company’s future revenue streams, particularly as highlighted when the Nvidia CFO clarified the complexities of the $500B datacenter revenue and its potential $93B upside. These developments also mirror industry-wide supply considerations, reminiscent of the demand-driven supply plan for 14A chips that continues to shape strategies for competitors like Intel.