Near-term production for Google's (GOOG) Nexus 7 tablet could be above 3M. That is, if a Digitimes report claiming Nvidia (NVDA) has received orders for at least 3M Tegra 3 processors for use in the Nexus 7 is accurate. Early demand for the 7 appears to be strong: the 16GB model was out of stock for a week. Amazon (AMZN) may have more to worry about than Apple (AAPL), which just reported 17M June quarter iPad shipments, particularly with an iPad Mini likely on the way.
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