Blackwell & Data Center Demand Power NVDA, AMD To Capture More Customers

Demand still far outstrips supply" when it comes to Nvidia's (NVDA) data center growth, says Dave Altavilla. He expects that trend to continue as the Mag 7 giant sets its sights on margin expansion through its Blackwell and Blackwell Ultra sales. Dave adds that the A.I. will only grow, giving AMD Inc. (AMD) a chance to capture Nvidia's customers it can't take due to supply constraints. Tom White offers an example options trade for Nvidia.