Nvidia's Trillion-Dollar Sales Hopes Face Test Amid Supply Demand Disparity
Nvidia's market capitalization stands at €4,214.72 billion, making it the defining name of the AI era.
The company's order backlog for AI chips spanning 2025 to 2026 reportedly stands at $500 billion, with demand currently exceeding supply by a factor of twelve, according to Wedbush analyst Dan Ives.
Nvidia has begun functioning as a financial backstop for the very ecosystem that buys its products, involved in a credit facility of up to $250 billion supporting OpenAI's data center project in Ohio.
The company's CEO, Jensen Huang, has called the stock 'cheap' given expected chip sales of $1 trillion by 2027, a target he and CFO Colette Kress have repeatedly expressed 'full confidence' in achieving.