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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks M / Microsoft (MSFT)
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Author: BreckHutHigh ⎊  😊 😞
Number: of 67 
Subject: Re: Maia 200 Chip
Date: 01/27/26 8:52 AM
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"All of these new chips are headwinds for NVIDIA..."

At the moment, the only "headwind" that NVDA faces is meeting massive unmet demand for their GPUs.

NVIDIA faces an "order book" estimated at $500 billion for 2025 and 2026.

One reason the hyperscalers have started making their own chips is that there is a scarcity of NVDA chips. They can't get enough of them.

Rental rates on used NVDA chips have recently increased.

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