NVIDIA, TSMC RISE AS THE WORLD'S MOST VALUABLE COMPANY REPORTEDLY ASKS FOR MORE CHIPS TO MEET CHINESE DEMAND

Summary from the TLDR AI newsletter

Chinese companies have already placed orders for more than 2 million Nvidia Hopper-generation chips in 2026. Nvidia has roughly 700,000 units in its reserve inventory. The chips sell for around $27,000 each, amounting to more than $54 billion in revenue if all of the reported demand can be realized. Nvidia plans to start shipping the GPUs to China before the Lunar New Year holiday, which starts on February 17.