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[BIG TECH]

NVIDIA SURGES 18% IN LONGEST STREAK SINCE 2023

AI DESKTUE, APR 14, 2026

■ AI-SUMMARIZED FROM 1 SOURCE BELOW

Nvidia stock gained over 18% in the past ten days, marking its strongest run since 2023. CEO Jensen Huang disclosed in March that the chipmaker has accumulated $1 trillion in GPU orders extending through 2027.

Nvidia's stock performance reflects sustained demand for its artificial intelligence processors. The ten-day rally represents the company's most significant consecutive gain in roughly two years, signaling renewed investor confidence in the AI chip sector. The $1 trillion order backlog disclosed by CEO Jensen Huang in March underscores the scale of demand for Nvidia's GPUs across enterprise and data center markets. This forward pipeline extends visibility into company revenue streams through 2027, providing concrete evidence of long-term customer commitments. The order book spans major cloud providers, technology firms, and enterprises deploying large language models and other AI applications. Data center GPU revenue remains Nvidia's primary growth driver, with customers racing to secure chip allocations amid ongoing supply constraints. Nvidia's recent momentum comes as the AI infrastructure buildout accelerates globally. Companies are investing heavily in GPU capacity to support generative AI applications, machine learning workloads, and computational research. The stock rally follows several quarters of record results for Nvidia. The company's data center segment has delivered explosive growth as enterprises scale AI deployments. Investor attention remains fixed on Nvidia's ability to maintain market dominance as competition intensifies. AMD and other chipmakers are developing competing GPU solutions, though Nvidia maintains substantial advantages in software ecosystem and performance-per-watt metrics. The $1 trillion order book does not guarantee execution—supply chain disruptions or shifts in customer spending patterns could impact actual revenue realization. However, the figure demonstrates that demand for AI infrastructure remains robust across multiple customer segments and geographies. Nvidia's stock valuation continues to reflect high growth expectations. The company trades at premium multiples relative to traditional semiconductor peers, pricing in sustained AI infrastructure spending. The recent gains extend Nvidia's broader ascent as a key beneficiary of AI commercialization. The stock has delivered substantial returns for investors over the past eighteen months.

■ SOURCES

Techmeme

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE