2026-01-06 17:01:27

Nvidia's Chief Financial Officer Colette Kress just confirmed what many in the tech space suspected—the chipmaker's already optimistic revenue guidance from October is looking even more impressive right now. The driver? Crushing demand across the board.

This isn't just noise either. When Kress talks about demand "only gotten brighter," she's referencing real momentum in chip procurement. For anyone tracking the AI infrastructure buildout and related supply chain dynamics, this signals that capacity constraints and production pressures remain intense.

The company had already signaled strength back in October, but this latest commentary suggests the trajectory is accelerating faster than initially modeled. Translation: the demand-supply equation keeps tilting further in Nvidia's favor.

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TrustlessMaximalist

· 18h ago

Now Nvidia is really about to take off, with chip demand growing stronger and stronger.

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SerumSquirrel

· 01-09 00:58

Wow, Huang Renxun, this time he's really going to get rich. The chip shortage can't be stopped at all.

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SelfStaking

· 01-06 18:50

Chip demand is exploding, and NVIDIA is just winning effortlessly.

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OnChainDetective

· 01-06 17:31

ngl, the "demand only gotten brighter" line feels like classic CFO speak... but transaction patterns on their supply chain partners actually do suggest real procurement velocity. traced the wallet clustering through their major distributors and yeah, the numbers check out. not hype this time.

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CoffeeNFTrader

· 01-06 17:29

Nvidia's latest move is truly amazing; demand just can't be stopped... --- The bottleneck is a bit outrageous; with such tight capacity, when will it ease up? --- With such crazy chip demand, GPU prices are probably going to skyrocket. --- It's just the AI boom; who really knows how long it will last? --- The supply and demand imbalance is expected to last for a long time; Nvidia is definitely making a huge profit.

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ProposalManiac

· 01-06 17:10

The demand is so strong, it’s a bit like the boom before the internet bubble burst... Poorly designed mechanisms will also collapse.

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MetaverseLandlord

· 01-06 17:06

Nvidia's recent move is indeed awesome, with demand skyrocketing. Kress's words are basically an official announcement that prices are going to rise.

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