NVIDIA's CEO believes AI chip manufacturing limits are temporary, emphasizing scalability and coordinated long-term planning with key suppliers.

ASML relève ses prévisions de ventes pour 2026 en raison de la demande croissante d'IA, son équipement de pointe pour la fabrication de puces alimentant la croissance de l'industrie des semi-conducteurs.
As AI booms, focus on key suppliers like TSMC and stable defense firms like Lockheed Martin for long-term investment growth and insulation.
TSMC’s 37% YoY sales jump in January underscores soaring AI chip demand, bolstering Nvidia’s market dominance.
Markets are anxious awaiting the January jobs report as weak retail sales fuel expectations of Federal Reserve rate cuts, with the dollar tumbling.
Nvidia CEO Jensen Huang confirms a substantial investment in OpenAI, dismissing reports of dissatisfaction and reaffirming his belief in the AI leader.