Chinese Tech Giants Reportedly Order $35B in Nvidia Export-Compliant GPUs

Investors treating Nvidia as a pure AI-training bet are missing a third of the company that Huang says compounds 30% to 40% a year on ordinary workloads like fraud detection.

$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year. https://t.co/5ULFu1RKVF

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Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.

Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%

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Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.

Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP

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Nvidia is spending $2 billion to buy itself customers in Europe just as Brussels pushes AI sovereignty, turning French startups into locked-in demand for its chips.

BREAKING: Nvidia has announced $2B in Europe deals, including funding for French startups Doctolib, Genesis AI, Pigment, and Entalpic.

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