What Is Nvidia (NVDA) Signaling With New AI Chip And Space Computing Deals?

What happened: NVIDIA is working with Samsung and TSMC on next generation HBM chips built on TSMC's 3nm process, with NVIDIA co-designing the base die for AI workloads. NVIDIA and SpaceX also agreed to develop AI computers for use in space. Key numbers: HBM chips built on TSMC's 3nm process. Narrative cites US$25b to US$40b per gigawatt system figures and a $329 fair value. Why it matters: The article says these deals reinforce the narrative that NVIDIA sells full AI factories rather than standalone GPUs, while customer concentration and in house chip efforts remain unresolved. Market: +1.8% today ($218.08), +15.6% YTD, 0.6x vol — as of 17:32 UTC

NVIDIA is working with Samsung and TSMC on next generation HBM chips built on TSMC's 3nm process, with NVIDIA co-designing the base die for AI workloads. NVIDIA and SpaceX also agreed to develop AI computers for use in space.

The article says these deals reinforce the narrative that NVIDIA sells full AI factories rather than standalone GPUs, while customer concentration and in house chip efforts remain unresolved. Market: +1.8% today ($218.08), +15.6% YTD, 0.6x vol — as of 17:32 UTC