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NVDA Nvidia reportedly books entire server plant capacity through 2026 to build Blackwell and Rubin AI servers, pushing out other potential customers
News
By Anton Shilov published 6 hours ago
Using forward thinking to ensure dominance.

Being the world's largest supplier of processors for AI applications requires Nvidia to stay ahead of rivals in terms of technology and supply. To that end, Nvidia books the vast majority of TSMC's CoWoS capacity and is becoming actively engaged in the broader AI supply chain. To ensure that its clients get the Blackwell and Rubin-based machines they need, Nvidia this week booked an entire Wistron server plant in Taiwan to build AI servers, according to Economic Daily.

NVDA Well gang, I said it I meant it if I saw one more red day I’m grabbing a quick puts Monday glta

NVDA we've had 4 weekly candles of 140+. Are we due a heavy sell off?

NVDA Plenty of distribution days as it stalls. May the drop to fair value be with you. A test of patience.



NVDA
"Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate waivers allowing some chipmakers to send American technology to China.

Commerce Department official Jeffrey Kessler told Samsung Electronics
, SK Hynix
and Taiwan Semiconductor this week that he wanted to cancel their waivers, which allow them to send U.S. chipmaking tech to their factories in China, the Wall Street Journal reported, citing people familiar with the matter."

NVDA has been taking a long break. Go to CRCL and CRWV. The party has changed location.

NVDA looks like this can drop to 141 and its making a consolidation zone to drop and overall getting bearish
Snapshot

NVDA Looks like the bombs will rain on Iran over the weekend.