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The Zhitong Finance App learned that on Wednesday, Nvidia (NVDA.US) continued to rise intraday. As of press release, it had risen nearly 3% to $213.45. According to the news, the backlog of orders for ultra-microcomputers has increased dramatically, which is confirmed by institutional research feedback: a large number of data center orders will drive the entire industry's demand for general hardware procurement to increase dramatically next year. Wedbush analyst Matt Bryson said, “In the current situation where supply is limited and future order volume increases, Nvidia is undoubtedly the biggest beneficiary. There are two reasons: currently and in the future, the vast majority of server foundries (including ultra-microcomputers) use Nvidia GPUs; among all hardware vendors, Nvidia has the strongest supply chain support capability.”

Zhitongcaijing·07/22/2026 15:33:10
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The Zhitong Finance App learned that on Wednesday, Nvidia (NVDA.US) continued to rise intraday. As of press release, it had risen nearly 3% to $213.45. According to the news, the backlog of orders for ultra-microcomputers has increased dramatically, which is confirmed by institutional research feedback: a large number of data center orders will drive the entire industry's demand for general hardware procurement to increase dramatically next year. Wedbush analyst Matt Bryson said, “In the current situation where supply is limited and future order volume increases, Nvidia is undoubtedly the biggest beneficiary. There are two reasons: currently and in the future, the vast majority of server foundries (including ultra-microcomputers) use Nvidia GPUs; among all hardware vendors, Nvidia has the strongest supply chain support capability.”