TL;DR: NVIDIA is restricting the initial supply of its GeForce RTX 5090 and RTX 5080 graphics cards, prioritizing gamers over businesses to prevent bulk purchases and scalping. The RTX 5090 ...
At the same time, some analysts are forecasting Nvidia to generate $200 billion in revenue from sales of data center chips in fiscal 2026. That's higher than the overall revenue that the company is ...
While the new export curbs add some additional potential risk for the company, Nvidia's valuation and overall opportunity remain attractive enough to make the stock a solid buy for investors.