Nvidia futures registered a 1% jump following announcements of new AI partnerships, boosting forecasts for revenue growth. Futures data suggest strong speculative positioning in line with analysts' 12-month uptrend targets. Adam Levy has positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy . "[A] massive crunch [in compute] is probably an understatement," Scott said. "I think we have been in a mode where it's been almost impossible to build capacity fast enough since ChatGPT ... launched."
