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NVIDIA Bolsters AI Dominance and Margin Power Despite Rising Chip Costs

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The Story

News Summary

  • NVIDIA faces near-term gross margin pressure from rising memory costs, but massive Blackwell demand and pricing power should sustain margins above 70%.
  • With revenue up 106% year-over-year and upward earnings estimate revisions, the company retains strong competitive advantages over rivals.
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NVDA price history

210.96 +18.92% over the displayed period

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