Hyperliquid News Today: "NVIDIA's $500 Billion AI Order Backlog Sparks $5 Trillion Hype Amid Concerns of Excess Capacity"

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Bitget-RWA2025/11/18 06:28

By:Bitget-RWA

- NVIDIA's $500B AI chip order backlog through 2026 highlights explosive demand for Blackwell/Rubin GPUs, positioning it as AI infrastructure leader despite geopolitical risks. - Q3 revenue forecast at $54.8B (+56% YoY) driven by $48B+ data center sales, fueled by Microsoft/Amazon hyperscaler investments in AI infrastructure. - Market skepticism grows over demand sustainability, with 90%+ spending concentrated in top cloud providers and U.S. export bans costing $10s of billions in China AI GPU sales. - $5T

NVIDIA’s upcoming third-quarter financial results, scheduled for November 19, have become a focal point for the global AI sector. The company’s backlog of AI chip orders, totaling $500 billion for 2025 and 2026,

is drawing significant interest from investors

. This impressive number,

revealed by CEO Jensen Huang

during the GTC event in October, highlights the surging demand for NVIDIA’s Blackwell and Rubin GPUs. This demand cements NVIDIA’s role as the leading provider of AI infrastructure, even as it faces global political challenges. The company’s order flow, which includes AI accelerators and networking hardware,

has contributed to a market value jump

reaching $5 trillion, a record set in October 2025.

Market experts anticipate

NVIDIA

will announce third-quarter revenue of $54.8 billion, marking a 56% increase compared to the previous year. Data center revenue alone is

expected to surpass $48 billion

. This rapid expansion is largely driven by major cloud companies such as Microsoft and Amazon, who are making substantial investments in AI technology.

Nevertheless,

doubts remain

regarding whether this level of demand can be maintained. Some critics argue that a small group of large cloud firms are responsible for most of the spending. This concentration

has sparked worries

about possible overcapacity and future market adjustments.

Political tensions on the world stage add further uncertainty to NVIDIA’s prospects.

U.S. export controls

have eliminated its share in China’s AI GPU market, leading to yearly revenue losses estimated at several tens of billions. Although NVIDIA is working to expand into other regions,

the lack of sales in China

continues to hinder its growth. Huang has

expressed optimism

about regaining access to China, but stressed that the decision ultimately lies with U.S. authorities.

The AI sector as a whole is also facing questions about its valuations. Some market observers liken the current enthusiasm for AI stocks to the dot-com boom,

noting that NVIDIA’s share price has climbed 13 times

since 2023. Supporters believe AI’s revolutionary impact justifies this confidence, while

critics caution about a potential “Catch-22”

: Outstanding results could intensify fears of excessive investment, while conservative forecasts might suggest growth is already slowing.

NVIDIA’s recent strategies, such as a $10 billion investment in OpenAI and collaborations with Intel and Nokia,

demonstrate its commitment

to maintaining its leadership over the long term. Still,

the competitive landscape is heating up

, with companies like AMD and major cloud providers creating their own AI chips. Despite these headwinds, NVIDIA’s dominance in AI hardware and its strong backlog put it in a favorable position to benefit from the industry’s continued growth, even as investors remain cautious about possible market swings.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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