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Saturday, January 17, 2026

Tag: AI chip demand

Nvidia AI Bubble Warning Signs: $20B Inventory, Soaring Unpaid Bills

Nvidia's record revenue hides troubling signs: inventory doubled to $19.8B, unpaid bills hit $33.4B, and circular deals raise sustainability concerns in the AI sector.

Nvidia CEO Reports Strong Blackwell Chip Demand Amid AI Boom

Jensen Huang confirms overwhelming demand for Nvidia's Blackwell AI chips with TSMC and memory partners scaling up production to meet needs.

Nvidia CEO Jensen Huang Sells $1 Billion in Stock Amid AI Boom

Nvidia CEO completes massive stock sale as AI chip demand fuels 40% stock surge and creates multiple billionaires at the chipmaker.