NVIDIA HAS PRICING POWER AHEAD OF EARNINGS

Wei Li told Bloomberg Television that Nvidia demonstrates "earnings pricing power" and "earnings momentum" through recent price increases. She framed the AI trade dynamics as favoring "scarcity sellers" over "scarcity buyers," with Nvidia positioned as a key beneficiary of this supply-demand imbalance. Nvidia's ability to raise prices while maintaining demand signals the company's dominant position in AI chip manufacturing. The remarks come as investors await Nvidia's quarterly results, which will provide key metrics on revenue, profit margins, and guidance for the high-growth AI infrastructure market. Li's assessment reflects broader market confidence in Nvidia despite concerns about valuations in the AI sector. The company's pricing power suggests customers prioritize access to its chips over cost considerations, a critical factor for sustained profitability as competition in AI processors intensifies.