CNBC's Nvidia coverage turns to chip deliveries and limited upside
An ASUS executive names the practical tests for Nvidia's new leadership as CNBC International Live's daily views rise sharply.
Why this story? The whole channel is running at 1,555,251 views a day, 12 times a normal day (129,711).
Squawk Box Europe - 13-Nov-26
Next story: Investor calls Nvidia "uninvestable", not the wider AI trade
Product quality, service costs and deliveries: ASUS co-chief executive S.Y. Hsu has a practical checklist for assessing Nvidia after Jensen Huang's departure. In CNBC International Live's coverage, the question has moved beyond who takes charge to what customers and investors should expect.
That shift accompanies a sharp rise in viewing across the channel, which drew roughly 1.6 million views in a day, twelve times its usual daily audience. There is no clear single-video explanation for the surge.
As we reported here, investor Richard Reyle had argued for an outside appointment if Nvidia replaced Huang. The channel's November 13 coverage reports that finance chief Colette Kress has stepped in as interim chief executive.
For Seaport Research's Jay Goldberg, a lower share price is not enough to change his sell rating. He argues that leadership uncertainty and intensifying competition leave limited upside, even at a valuation he considers cheap. With Nvidia's chip capacity already sold out through next year, he also sees little room for earnings to exceed expectations.
Hsu's interview supplies the customer's perspective: he is watching whether the leadership change affects the quality, cost and delivery of the products behind ASUS's partnership with Nvidia.
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- Channel
- CNBC International Live
- Subscribers
- 498,000 ▲ 1,000 this week
- Channel views, last 7 days
- 2,540,736
- Channel views, pace per day
- 1,555,251 (on a normal day: 129,711)
The numbers
Daily channel views have climbed far above their usual level, while subscriber growth over the past week has been modest.
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