Nvidia remains the central pacesetter of the global AI boom: Amazon has reportedly tripled its orders for Nvidia GPUs to around 3 million chips, while Chinese rival Enflame jumped between 188 and over 220 percent on its Shanghai stock market debut, depending on the source. At the same time, Nvidia CEO Jensen Huang publicly pushed back against warnings of an AI apocalypse, calling them 'outlandish' and 'deeply untrue.'
- Amazon has reportedly tripled its Nvidia GPU orders to roughly 3 million chips, according to Yahoo Finance.
- Chinese Nvidia competitor Enflame surged between 188 and over 220 percent on its Shanghai debut, depending on the source.
- Jensen Huang dismissed warnings from an Anthropic executive about an AI collapse as 'outlandish.'
- SpaceX's CFO reportedly sees a 'very strong' Nvidia alliance as a possible driver of a 10-gigawatt AI expansion, according to Stocktwits.
- MediaTek is benefiting from its Nvidia and Google partnership with rising sales figures, according to Briefs Finance.
How big is Amazon's new Nvidia order?
According to a Yahoo Finance report, Amazon has tripled its order for Nvidia graphics chips and is now at around 3 million GPUs. The jump is attributed to persistently high demand for AI computing power, which is forcing cloud providers like Amazon to massively expand their infrastructure.
What does Jensen Huang say about warnings of an AI catastrophe?
According to Stocktwits and Axios, Huang rejected warnings from an Anthropic executive about an AI-driven collapse, calling them 'outlandish' and 'deeply untrue.' According to Axios, he also argued that such fears partly serve to generate business for the cybersecurity industry.
Who is Enflame, and why is the company causing a stir?
Enflame is seen as a Chinese challenger to Nvidia in the AI chip market. On its Shanghai stock market debut, the stock jumped 206 percent according to CNBC, more than 220 percent according to Yahoo Finance, and 188 percent according to the South China Morning Post — a sign of investor euphoria surrounding domestic AI chip alternatives in China.
What role does SpaceX play in Nvidia's AI strategy?
According to Stocktwits, SpaceX's CFO described the partnership with Nvidia as 'very strong' and suggested it could fuel a 10-gigawatt expansion of AI infrastructure.
| Source | Reported Stock Gain for Enflame |
|---|---|
| Yahoo Finance | over 220% |
| CNBC | 206% |
| South China Morning Post | 188% |
Beyond the headlines, Nvidia's ecosystem is also growing: According to Briefs Finance, chipmaker MediaTek is benefiting from its AI partnership with Nvidia and Google, which has recently driven up sales figures.
"Outlandish" and "deeply untrue"
Jensen Huang, Nvidia CEO, according to Stocktwits/Axios
The overall picture shows that despite growing competition from China and critical voices on AI risks, Nvidia remains by far the most sought-after name in the AI infrastructure market — backed by major customers like Amazon and SpaceX, and a CEO who aggressively counters doubts about the technology.
