WS #15975
Amid a broader selloff in AI stocks driven by concerns over OpenAI's revenue and CoreWeave's debt stress, Nvidia CEO Jensen Huang has confirmed that the company is receiving new chip orders almost daily. This direct confirmation from the industry leader suggests that underlying demand for AI infrastructure remains strong, potentially invalidating bearish theses that rely on a demand collapse. The development provides a critical support level for Nvidia and the broader semiconductor sector, distinguishing it from peers facing genuine financial distress.
Nvidia AI Demand Resilience
Amid a broader selloff in AI stocks driven by concerns over OpenAI's revenue and CoreWeave's debt stress, Nvidia CEO Jensen Huang has confirmed that the company is receiving new chip orders almost daily. This direct confirmation from the industry leader suggests that underlying demand for AI infrastructure remains strong, potentially invalidating bearish theses that rely on a demand collapse. The development provides a critical support level for Nvidia and the broader semiconductor sector, distinguishing it from peers facing genuine financial distress.