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NVDA and AMD Surge as Blowout AI Server Orders Validate Massive Chip Demand

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The Story

News Summary

  • Super Micro's blowout $60 billion order backlog and surging margins validated persistent AI infrastructure demand.
  • The strong server supply-chain read-through boosted shares of key chipmakers NVIDIA and AMD ahead of major upcoming earnings reports.
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NVDA price history

210.96 +18.92% over the displayed period

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