After the market closed on November 20, local time, NVIDIA announced its third-quarter financial report. In the third quarter, NVIDIA's sales were approximately US$37.5 billion, a year-on-year increase of 94%. The company forecasts further year-over-year growth of approximately 70% in the fourth quarter, down from the 265% annual growth rate in the same period last year. In a previous earnings call, Huang Jen-Hsun expressed confidence in the tariffs that the Trump administration may impose: "Of course we will support whatever decision the new administration makes."

The financial report that the whole world is waiting for has finally come out.

NVIDIA will officially replace Intel as a component of the Dow Jones Industrial Average (DJIA) on November 8

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Traditional powerhouses who did not layout AI tracks early have suffered a wave of cleansing.

Artificial intelligence has become the lifeblood of the chip industry's profits.

In order to meet growing demand, many companies are also actively exploring options to reduce their dependence on Nvidia.

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Bank of America analysts noted that Nvidia's stock price still has about 40% room to rise as its "generational opportunity" continues to develop.

The chip industry is undergoing a round of value screening.

Nvidia and TSMC have been in partnership for nearly three decades, forming a highly symbiotic business model. The rapid development of the AI ​​market has also made Nvidia TSMC's second largest customer after Apple.

After Asmai's performance was booming, TSMC's unexpected financial report injected confidence into the AI track.

ASML's latest financial report was exposed in advance before the scheduled release date. The forecast for the following year is significantly lower than market expectations. Nvidia's stock price may be "excessive" to follow the decline.

Asmail didn't even have a chance to hold a phone meeting to explain.

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Artificial intelligence dividends, the market only eat less than 50%.

Nvidia emphasized that the latest Blackwell chip has achieved a leap in performance in AI computing, and the chip has always been designed with "improving energy efficiency" as the core.

除了RTX 50系列芯片，英伟达还有大招Blackwell正在路上。

Nvidia declined to respond to the news of the H20 break, and its CEO Huang Renxun has completed the "reduction plan" to become the company's largest individual shareholder.。