Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some NVIDIA engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others believe they stem from taiwan semiconductor adopting a new technology for encapsulating different chips; Employees of taiwan semiconductor believe that NVIDIA rushed to complete the production process, not leaving enough time to resolve issues; When shareholders approached taiwan semiconductor about the delayed shipment of Blackwell, the investor relations department at taiwan semiconductor shifted the blame to NVIDIA. Although these issues are not enough to affect the nearly thirty-year partnership between the two companies, they highlight that while AI business is lucrative, the pressure NVIDIA puts on taiwan semiconductor is increasing.
Tech giant financial report season is coming again, and this time the focus is still on: nvidia (NVDA.US) and capital expenditures
Analysts believe that considering the expensive stock price and the high base figure from the same period last year, nvidia's Q3 performance may face challenges, with investors closely monitoring its AI investments and the situation with the Blackwell chip. In terms of capital expenditures, Wall Street generally expects them to continue to surge, but still bullish on the potential of AI.
Legendary investor Drew Miller regrets selling nvidia, calling it a "major mistake".
Billionaire investor Drew Miller said on Wednesday that his decision to sell nvidia stocks earlier this year was a "serious mistake"; He also said that Nvidia is a great company, and if the stock price falls, he will participate again.
Soros' comrade: Liquidating nvidia is a major mistake. The Fed's large rate cut in September was a mistake. Market pricing sees Trump winning.
Druckenmiller said that selling off nvidia was a 'major mistake' on his part. If nvidia's stock price falls, he will buy the stock again. The market has priced in that Trump will win in the next month's presidential election in the usa.
U.S. stock market closing: all three major indexes rose collectively, with the Chinese concept stock index up nearly 1%.
1. China concept stocks varied, nasdaq china golden dragon index rose by 0.93%; 2. Airbus plans to cut 2,500 jobs in defense and aerospace departments; 3. General Motors invests $0.625 billion in a top lithium project in the USA; 4. E-mini russell 2000 index has reached its highest level in nearly three years.
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