Nvidia Chief's Dinner Dates Move Markets, Yet Supply Limits Cap Growth

During Nvidia's second-quarter earnings call, CEO Jensen Huang joked that companies whose executives dine with him often see their stock jump the next day, though he declined to name specific partners. The chipmaker reported $96.2 billion in revenue, beating analyst expectations, and projected 70% revenue growth for the next fiscal year, far above forecasts. Huang acknowledged that supply chain constraints, including power and wafer access, still limit the company's ability to meet surging demand, with current supply covering only 70% of customer needs.