After the chipmaker outperformed its third quarter earnings estimates, Nvidia (NVDA) CEO Jensen Huang shared that production of the company’s highly anticipated Blackwell chip is running at full capacity, but demand still exceeds supply. Creative Strategies CEO and principal analyst Ben Bajarin joins Morning Brief Co-hosts Brad Smith and Seana Smith to discuss Nvidia’s goals, noting that demand remains strong from hyperscalers investing in enterprise AI.“We are in the very, very early stages of a transformational moment in computing,” Bajarin says. While AI spending is still largely in the pilot phase, Bajarin anticipates that full-scale AI deployments will unfold over the next few years, making Nvidia a key beneficiary. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.
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