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The 4 Words From Jensen Huang That Could Redefine NVIDIA's Total Addressable Market
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3 Articles
The 4 Words From Jensen Huang That Could Redefine NVIDIA's Total Addressable Market
Jensen Huang dropped four words at GTC 2026 that could expand NVIDIA's addressable market far beyond AI chips, and the company is already building the product stack to back up that claim.
·Lakewood, United States
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According to ChainCatcher, "White-haired stock guru" Serenity believes that AI investment may be simpler than the market imagines. This is because Nvidia and its CEO, Jensen Huang, have consistently signaled future industry trends in advance, but the market often ignores these signals before they truly materialize. Serenity points out that when Nvidia heavily secured EML (Electro-Absorbed Modulated Laser) and laser capacity in 2025, the market q…
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