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Nvidia's Inventory Spike Isn't A Warning Sign - It's A War Chest
英伟达英伟达(US:NVDA) Benzinga·2025-09-04 20:05

Nvidia Corp NVDA isn't hoarding chips – it's flexing. The AI titan's inventory spiked 33% last quarter to $8.7 billion, a number that rattled some investors. But management says the surge isn't a red flag; it's a calculated bet.Track NVDA stock hereA bet on soaring demand for its Blackwell Ultra (BWU) chips, much of which has already shipped this quarter. Lead times remain measured in "quarters, not months," proof that the AI supercycle is far from cooling.Speaking at a JPMorgan investor meeting, Nvidia's V ...