Total Assets
GEV Return RateIntel’s results are reflective of the AI market. It’s big enough for many to have a share of but only a handful of leaders. And leaders usually have first say in procuring supply. So their forward guidance hints that they are no longer first choice when favourites such as Nvidia can keep raising guidance despite the same market.
🔥 Market Digest: AI Buzz vs. Supply Reality | Fri, Jan 23, 2026
The market's narrative today is split between the promise of future tech and the harsh reality of present-day supply chains. Let's dive in:
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
