Jin10 reports that there has been an increasing buzz in the market about Google's (GOOG.O) self-developed TPU, raising concerns about its impact on NVIDIA's market share in AI chips. NVIDIA CEO Jen-Hsun Huang stated that the AI market is vast and growing rapidly, with competition occurring daily, and NVIDIA must "run faster." He emphasized that NVIDIA's positioning is "very unique and solid," with a core focus on the high versatility of its GPUs and platform, which can be deployed in major cloud environments and is currently the only system capable of running all AI models. Regardless of customer needs, NVIDIA can provide complete solutions.

BlockBeats news, on November 24, well-known investor Duan Yongping stated during his interaction with netizens this weekend that he does not think Nvidia is a bubble and will continue to sell put options (indicating his belief that Nvidia will not experience a big dump in the long term and is willing to continuously collect option premiums). Earlier this month, when Duan Yongping discussed why he invested in Nvidia, he mentioned that AI is something that must be involved at least a bit, so as not to miss out, and he greatly admires Jen-Hsun Huang, who has been working towards the product direction he promised more than a decade ago.

PANews, November 20 news, NVIDIA (NVDA.O) has just announced its Q3 fiscal performance, with chip sales at the core of the AI boom growing faster than Wall Street expectations. The company also provided a strong revenue forecast for the quarter, leading investors to believe that the AI investment frenzy will continue. Its Q3 financial report shows that the company's revenue in the third quarter was $57 billion, a year-on-year increase of 62%. Among them, data center revenue was $51.2 billion, exceeding the expected $49 billion. Additionally, its revenue outlook for the fourth quarter is about $65 billion, far higher than the analysts' average estimate of $61.6 billion. After the financial report was released, NVIDIA (NVDA.O) saw its stock price rise over 4% in after-hours trading. NVIDIA CEO Jen-Hsun Huang stated, "Blackwell's sales are off the charts, and cloud GPUs are completely sold out." Previously, Huang had downplayed concerns about an AI bubble.

Golden Finance reported that Nvidia CEO Jen-Hsun Huang has sold more than $1 billion worth of stock since June, completing a large-scale pre-planned stock sale. A report on Friday showed that Huang recently sold 25,000 shares.