NVIDIA WKN: 918422 ISIN: US67066G1040 Forum: Aktien Thema: Hauptdiskussion

Komisch. Mein Vermögen beruht auf long nvidia

Hier gehts abwärts abwärts und abwärts

Microsoft bringt KI Chip raus. Neue Fehlzündungen vorprogrammiert.

Sehr klug mache ich auch immer blind einfach kaufen weil etwas steigt

Und auf deutsch bitte 😁

So alles verkauft und rein in Silber

Wir brauchen die offizielle Meldung aus China, das wäre ein guter Push, oder wenigstens dass die Produktion für die H200 wieder hoch gefahren wird. Investitionen sowie in CoreWeave juckt die Anleger irgendwie grad nicht. Kann aber auch an der geopolitischen Lage liegen, Trump und co. Shutdown oder nicht, FED, Earning’s der anderen, etc mal schauen wohin die Reise hin geht. Scheinbar warten die Geld Institutionen noch ab.

Der Link hätte gereicht. 😉

Nvidia (NVDA) Becomes TSMC’s (TSM) Largest Customer as AI Spending Rises Ran Melamed Jan 26, 2026, 04:12 PM Nvidia Becomes TSMC’s Largest Customer as AI Spending Rises Nvidia Corporation NVDA -0.68% ▼ is on track to become the largest customer of Taiwan Semiconductor Manufacturing Company, which signals a clear shift in the chip market. For many years, Apple held that role due to steady demand for iPhone and Mac chips, but now rising AI demand is changing who drives factory use and spending across the sector. Nvidia CEO Jensen Huang confirmed the change on a recent podcast and said, “Morris (referring to Morris Chang, TSMC’s founder) will be happy to know Nvidia is TSMC’s largest customer now,” which points to how fast the balance has shifted. Analyst Ben Bajarin estimates Nvidia could generate about $33 billion of TSMC revenue this year, or around 22% of total sales, while Apple is projected at about $27 billion, or close to 18%. As a result, Nvidia is now seen as the key growth engine for the foundry, even though Apple remains a major and stable buyer. This change highlights how AI demand is reshaping long-held industry roles. Why AI Chips Carry More Weight The shift is largely tied to the nature of AI chips, which are larger and more costly to produce than phone chips. As a result, each unit generates more revenue for TSMC and consumes more factory space. In its latest results, TSMC said high-performance computing, which includes Nvidia chips, made up 55% of revenue, up from 40% in 2022. High performance computing now represents the largest share of TSMC revenue, reflecting the rising role of Nvidia as its top customer. At the same time, TSMC leadership said demand signals from cloud firms remain strong, which supports further growth. “Our conviction in the multi-year AI mega trend remains strong,” CEO C.C. Wei said on the earnings call. Still, Wei also noted the risk of heavy spending and added, “I’m also very nervous about it,” which reflects the careful balance between growth and cost as AI demand keeps rising.