Speaking at a JPMorgan event today, Kress said "The $500 billion has definitely gotten larger,".
Kress also expressed confidence that NVIDIA’s supply chain and production capacity are positioned to support growth, especially for next-generation platforms like the Vera Rubin AI systems
As a result, NVDA stock went down from $191 to $188. Anyone surprised?🤣🤣🤣
https://www.barrons.com/articles/nvidia-cfo-ai-chip-demand-d5b30ff5?utm\_source=chatgpt.com