Nvidia's Huang Doubles Down on Output While Washington and Huawei Close In
Published on 09/22/2026 at 02:50 | Editorial boerse-global.de
Jensen Huang's latest sales target has given Nvidia shareholders another reason to bid the stock higher, but the chipmaker's widening lead is drawing scrutiny from regulators and rivals in equal measure.
During a meeting with King Charles III in Scotland, the CEO said Nvidia intends to ship twice as many semiconductors next year as it will this year — a projection that eclipses the roughly 70% growth he had floated just a month earlier for the fiscal year ending in January 2028. The stock responded in kind, climbing 2.7% to €198.36 and leaving it just 2.0% shy of its 52-week high of €202.50. A separate session saw the shares add 1.7% to €196.32, putting the gap to that same peak at 3.1%.
A Platform Strategy That Extends Well Beyond Silicon
The demand signal is backed by a product cadence that management is keen to showcase. Nvidia's Vera Rubin NVL72 platform posted top-tier results at its debut in the MLPerf Inference v6.1 benchmark on Thursday. On the software side, the company expanded its open-source CUDA-Q offering in mid-September with a component called CUDA-Q Logical, a control layer for fault-tolerant quantum computers designed to make hybrid systems pairing classical accelerators with quantum processors more accessible.
The ambition reaches past chips and code into physical infrastructure. Alongside Google and Emerald AI, Nvidia launched the AI Energy Management Alliance on Thursday, aimed at integrating data centers more flexibly into power grids. In Australia, partnerships were struck that Reuters reports could more than double the country's data-center computing load. Add to that a collaboration with Palantir Technologies on sovereign AI for supply chains, and the picture is one of a company embedding itself in critical infrastructure far beyond the data center rack.
Should investors sell immediately? Or is it worth buying Nvidia?
The Balance Sheet Behind the Ambition
Fundamentals give the expansion plans room to run. For the second quarter of fiscal 2027, Nvidia reported revenue of $96.2 billion — up 18% from the prior quarter and 106% year over year. Management is targeting $108.0 billion for the third quarter, with a projected variance of two percentage points. Shareholders are also in line for the regular quarterly dividend of $0.25 per share, payable to investors of record as of September 10.
Not everyone at the top is holding. CFO Colette Kress sold 34,918 common shares worth roughly $7.65 million, according to regulatory filings. Days later, Huang and four other senior executives disclosed further transactions totaling just under 150,000 shares. Such sales at US companies frequently follow pre-arranged trading plans, though market watchers still track them closely.
Regulatory Heat and a Chinese Challenger
Dominance of this scale rarely goes unchallenged. Reuters reports that the US Department of Justice is examining a licensing agreement between Nvidia and AI chip startup Groq, probing whether the deal was structured specifically to sidestep antitrust review. The inquiry signals that American regulators are now scrutinizing even arrangements that might appear defensive in nature.
Abroad, Huawei is preparing its own answer. On Thursday the Chinese company announced plans to bring its Ascend 960DT and 960PR AI accelerators to market in 2027. Notably, its UnifiedBus technology positions itself as a direct alternative to Nvidia's proprietary NVLink interconnect. Western markets remain largely closed to Huawei, but the move demonstrates that the global leader faces determined opposition across Asia.
For investors, the calculus now rests on whether Nvidia's formidable scaling targets can be met without regulators or emerging competitors imposing meaningful constraints. The operating machine is running at full tilt; the political and competitive terrain around it is growing noticeably rougher.
Ad
Nvidia Stock: New Analysis - 22 September
Fresh Nvidia information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
