According to @stocktalkweekly, WSTS raised its 2026 global semiconductor market forecast to 975.5 billion dollars, implying 26.3 percent year-over-year growth as chip volumes continue to beat expectations, source: @stocktalkweekly citing WSTS. According to @stocktalkweekly, the new projection is a major revision from a prior 9.9 percent year-over-year growth outlook, highlighting stronger unit demand across the chip supply chain, source: @stocktalkweekly citing WSTS. According to @stocktalkweekly, traders can recalibrate revenue run-rate assumptions for AI accelerators, memory, foundries, and equipment vendors in line with the higher WSTS baseline, source: @stocktalkweekly citing WSTS. According to @stocktalkweekly, crypto-focused traders should monitor BTC mining hardware suppliers and hashrate expansion plans that depend on semiconductor output trends referenced by WSTS, source: @stocktalkweekly citing WSTS.

According to @StockMKTNewz, Nvidia (NVDA) said its largest customer represented 22% of its Q3 revenue, which totaled $57 billion, implying roughly $12.5 billion in quarterly sales to that single buyer. Source: @StockMKTNewz. This concentration highlights material single-customer exposure and potential quarter-to-quarter revenue sensitivity tied to that buyer's procurement cycle, a key consideration for NVDA volatility and positioning around earnings catalysts. Source: @StockMKTNewz. For crypto market watchers, large-scale AI infrastructure spending underscored here is a sentiment input for AI-linked risk assets, as traders track Big Tech AI capex and NVDA updates when assessing AI-related narratives. Source: @StockMKTNewz.

According to @KobeissiLetter, Nvidia CEO Jensen Huang said Blackwell chip sales are "off the charts," cloud GPUs are "sold out," and the company is guiding next-quarter revenue up to $66 billion. Source: @KobeissiLetter. For traders, this points to sustained AI compute scarcity and a strong demand backdrop for NVDA, while sentiment can be monitored across AI-focused crypto tokens such as RNDR, AKT, FET, and TAO following Nvidia’s guidance. Source: @KobeissiLetter.

According to @ReutersBiz, Nvidia said it has 500 billion dollars in bookings for its artificial intelligence processors and plans to build seven new supercomputers for the U.S. Department of Energy, putting it on the verge of a 5 trillion dollar market value. Source: Reuters Business. For traders, the disclosed bookings backlog and DOE supercomputer commitments indicate multi‑quarter AI compute demand and government‑backed infrastructure spending, which provide clearer revenue visibility for NVDA and potential catalysts for semiconductor risk appetite. Source: Reuters Business. Crypto participants can monitor AI‑linked digital asset segments for sentiment shifts tied to major AI hardware capacity expansions and public‑sector HPC deployments noted in the report. Source: Reuters Business. Key trading focus includes timelines for DOE buildouts, delivery schedules against the bookings backlog, and any updates to order visibility disclosed in subsequent filings or updates. Source: Reuters Business.

According to @ReutersBiz, Google announced its biggest-ever investment in India and Samsung reported significant earnings boosts driven by surging demand for AI-related chips (source: @ReutersBiz on X, Oct 15, 2025). @ReutersBiz framed these as the week’s biggest AI stories, highlighting Alphabet (GOOGL) and Samsung Electronics (005930.KS) as focal companies for market watchers (source: @ReutersBiz on X, Oct 15, 2025). No cryptocurrency assets or direct crypto-market impacts were mentioned by the source (source: @ReutersBiz on X, Oct 15, 2025).

According to @StockMKTNewz, Nvidia NVDA CEO Jensen Huang told CNBC that Oracle ORCL will be "wonderfully profitable" despite reports of a GPU profit squeeze, signaling confidence in partner margins and sustained AI compute demand, source: CNBC via @StockMKTNewz. The CNBC remarks directly address concerns about Oracle’s GPU economics in its cloud AI offerings, indicating expectations of improved profitability on deployed Nvidia GPUs, source: CNBC via @StockMKTNewz. For equity traders, the CEO’s on-air guidance supports a constructive near-term sentiment read for NVDA and ORCL tied to AI infrastructure revenue and margin visibility, source: CNBC via @StockMKTNewz. For crypto markets, traders tracking AI narratives may watch sentiment spillover into AI-linked themes given the headline strength in core AI infrastructure, source: CNBC via @StockMKTNewz.

According to @KobeissiLetter, Nvidia’s Q2 revenue from other categories totaled 2.75 billion USD, marking a sharp jump. According to @KobeissiLetter, with H20 chip sales to China halted, customers in China leaned on non-restricted product categories. According to @KobeissiLetter, this revenue mix underscores very strong demand for Nvidia chips and is a data point traders can monitor when assessing NVDA, semiconductor peers with China exposure, and AI-theme crypto market sentiment.