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🚀 NVIDIA Secures SK Hynix Memory in a Massive $500 Billion AI Deal! 🤖
NVIDIA has reportedly secured a long-term supply of advanced SK Hynix high-bandwidth memory (HBM) as part of an AI infrastructure initiative valued at around $500 billion. The move underscores the explosive demand for AI chips, data centers, and next-generation memory needed to power large language models and advanced computing.
💡 Why is this important?
As AI adoption accelerates worldwide, access to high-performance memory has become one of the biggest competitive advantages. By locking in a major HBM supply, NVIDIA strengthens its position in the AI race while giving SK Hynix another significant boost as a leading memory supplier.
📈 Potential Market Impact
🔹 AI-related stocks could remain in focus.
🔹 Semiconductor companies may benefit from rising demand.
🔹 Data center investment continues to accelerate.
🔹 The broader tech sector could see renewed investor optimism.
🔹 AI-linked crypto projects may also attract increased attention.
⚠️ Investors should continue monitoring official announcements, earnings reports, and semiconductor supply trends, as they could influence both technology and crypto markets.
💬 Do you think the AI boom is still in its early stages, or has the market already priced in most of the growth? Share your thoughts below!
#NVIDIA #SKHynix #AI #ArtificialIntelligence
$TAO
$RENDER
$FET
NVIDIA has reportedly secured a long-term supply of advanced SK Hynix high-bandwidth memory (HBM) as part of an AI infrastructure initiative valued at around $500 billion. The move underscores the explosive demand for AI chips, data centers, and next-generation memory needed to power large language models and advanced computing.
💡 Why is this important?
As AI adoption accelerates worldwide, access to high-performance memory has become one of the biggest competitive advantages. By locking in a major HBM supply, NVIDIA strengthens its position in the AI race while giving SK Hynix another significant boost as a leading memory supplier.
📈 Potential Market Impact
🔹 AI-related stocks could remain in focus.
🔹 Semiconductor companies may benefit from rising demand.
🔹 Data center investment continues to accelerate.
🔹 The broader tech sector could see renewed investor optimism.
🔹 AI-linked crypto projects may also attract increased attention.
⚠️ Investors should continue monitoring official announcements, earnings reports, and semiconductor supply trends, as they could influence both technology and crypto markets.
💬 Do you think the AI boom is still in its early stages, or has the market already priced in most of the growth? Share your thoughts below!
#NVIDIA #SKHynix #AI #ArtificialIntelligence
$TAO
$RENDER
$FET
🚗 The Most Expensive Mercedes Ever Bought? Not Really the Car…
NVIDIA CEO Jensen Huang once shared a powerful lesson about opportunity cost:
"My only regret was selling NVIDIA stock when the market cap was $300 million to buy my parents a Mercedes S-Class. It's the most expensive car in the world now."
At the time, it was a heartfelt decision. But with NVIDIA growing into one of the world's most valuable companies, those shares would be worth an extraordinary fortune today.
The takeaway isn't about regretting generosity—it's about understanding the long-term power of holding exceptional assets.
In investing, timing matters. Patience matters even more. Great companies can create life-changing wealth for those who resist the urge to sell too early.
Sometimes, the biggest cost isn't what you spend—it's what you give up.
💡 Lesson for investors: Identify high-conviction assets, think long term, and remember that compounding often rewards patience far beyond expectations.
#NVIDIA #JensenHuang #LongTerm #stocks #bnb
$NVDAB
$NVDA.US
NVIDIA CEO Jensen Huang once shared a powerful lesson about opportunity cost:
"My only regret was selling NVIDIA stock when the market cap was $300 million to buy my parents a Mercedes S-Class. It's the most expensive car in the world now."
At the time, it was a heartfelt decision. But with NVIDIA growing into one of the world's most valuable companies, those shares would be worth an extraordinary fortune today.
The takeaway isn't about regretting generosity—it's about understanding the long-term power of holding exceptional assets.
In investing, timing matters. Patience matters even more. Great companies can create life-changing wealth for those who resist the urge to sell too early.
Sometimes, the biggest cost isn't what you spend—it's what you give up.
💡 Lesson for investors: Identify high-conviction assets, think long term, and remember that compounding often rewards patience far beyond expectations.
#NVIDIA #JensenHuang #LongTerm #stocks #bnb
$NVDAB
$NVDA.US
#NVIDIA Nvidia Locks Down SK Hynix Memory Supply in $500 Billion AI Deal
Nvidia secured AI memory supply from SK Hynix in a deal potentially worth $500B over several years — the largest single AI infrastructure commitment ever publicly announced. The agreement includes construction of large-scale data centers coming online in 2027, an SK Telecom cloud buildout requiring 2 gigawatts of power, and a $1B Nvidia investment in Korean cloud company Naver. The deal signals the AI infrastructure buildout is extending beyond US hyperscalers into foreign governments and conglomerates — and that Nvidia is aggressively securing HBM supply ahead of what it expects to be a sustained shortage. For crypto markets, a $500B AI deal confirms the AI capital rotation that pulled institutional money from Bitcoin ETFs is not a temporary theme — it is a decade-long infrastructure commitment that Bitcoin must compete with for institutional allocation.
$NVDAB
Nvidia secured AI memory supply from SK Hynix in a deal potentially worth $500B over several years — the largest single AI infrastructure commitment ever publicly announced. The agreement includes construction of large-scale data centers coming online in 2027, an SK Telecom cloud buildout requiring 2 gigawatts of power, and a $1B Nvidia investment in Korean cloud company Naver. The deal signals the AI infrastructure buildout is extending beyond US hyperscalers into foreign governments and conglomerates — and that Nvidia is aggressively securing HBM supply ahead of what it expects to be a sustained shortage. For crypto markets, a $500B AI deal confirms the AI capital rotation that pulled institutional money from Bitcoin ETFs is not a temporary theme — it is a decade-long infrastructure commitment that Bitcoin must compete with for institutional allocation.
$NVDAB
🔥 Just in SK Group and NVIDIA just locked in a $500B+ AI partnership. Not a small number.
They’re going all-in on next-gen AI infrastructure and memory.
SK Telecom is building a 2GW AI factory in Korea with NVIDIA’s Vera Rubin chips + SK hynix HBM4, first phase hitting in 2027. At the same time NVIDIA and SK hynix are teaming up long-term to co-develop future high-bandwidth memory.
This is Korea going hard after the AI supply chain crown. Compute + memory under one roof. Wild scale.
$NVDA $SKHY #AI #Nvidia #SKGroup #AIInfrastructure
They’re going all-in on next-gen AI infrastructure and memory.
SK Telecom is building a 2GW AI factory in Korea with NVIDIA’s Vera Rubin chips + SK hynix HBM4, first phase hitting in 2027. At the same time NVIDIA and SK hynix are teaming up long-term to co-develop future high-bandwidth memory.
This is Korea going hard after the AI supply chain crown. Compute + memory under one roof. Wild scale.
$NVDA $SKHY #AI #Nvidia #SKGroup #AIInfrastructure
BREAKING NEWS : NVIDIA CEO Jensen Huang explains why open-source AI models will play a critical role in shaping the future of artificial intelligence.
Key takeaways:
• AI will transform nearly every industry.
• Every company and every nation will adopt AI.
• Open models accelerate innovation, strengthen security, and support technological sovereignty.
According to nvidia, the future of AI won’t be defined by closed models alone.
Open and closed models will coexist, complement each other, and drive the next wave of AI innovation.
#AI #Nvidia
Key takeaways:
• AI will transform nearly every industry.
• Every company and every nation will adopt AI.
• Open models accelerate innovation, strengthen security, and support technological sovereignty.
According to nvidia, the future of AI won’t be defined by closed models alone.
Open and closed models will coexist, complement each other, and drive the next wave of AI innovation.
#AI #Nvidia
First post from Jensen Huang on X.
And he didn't talk about GPUs....
He talked about OPEN AI MODELS.
Not OpenAI....
OPEN models.
He shared a letter on why open models matter.
His view....
AI will power every company.
Every industry.
Every country.
Open models can move innovation faster.
Better for developers.
Better for research.
Better for countries that want to build their own AI.
NVIDIA knows one thing....
The more people building AI....
The more demand for AI hardware.
Everyone wins.
This is BIG OPP for $NVDAB
what do u think?
$NVDA
$NVDA #Aİ #NVIDIA #OpenModels
And he didn't talk about GPUs....
He talked about OPEN AI MODELS.
Not OpenAI....
OPEN models.
He shared a letter on why open models matter.
His view....
AI will power every company.
Every industry.
Every country.
Open models can move innovation faster.
Better for developers.
Better for research.
Better for countries that want to build their own AI.
NVIDIA knows one thing....
The more people building AI....
The more demand for AI hardware.
Everyone wins.
This is BIG OPP for $NVDAB
what do u think?
$NVDA
$NVDA #Aİ #NVIDIA #OpenModels
🚨 NVIDIA Pulls Back… But The Story Isn't Over 🚨
NVDA slipped below $208, shaking out weak hands and testing market confidence.
But after touching $206.53, buyers stepped in and sparked a recovery attempt.
The interesting part?
Every dip in AI's biggest leader attracts attention.
📉 Bears see weakness.
📈 Bulls see opportunity.
The next move could decide whether this was just a pause... or the beginning of something bigger. 👀🔥
#NVIDIA #Trading #binnance #StockMarket #MarketWatch
NVDA slipped below $208, shaking out weak hands and testing market confidence.
But after touching $206.53, buyers stepped in and sparked a recovery attempt.
The interesting part?
Every dip in AI's biggest leader attracts attention.
📉 Bears see weakness.
📈 Bulls see opportunity.
The next move could decide whether this was just a pause... or the beginning of something bigger. 👀🔥
#NVIDIA #Trading #binnance #StockMarket #MarketWatch
$NVDAB #NVIDIA
🤖 Is NVIDIA Still One of the Best AI Investments?
NVIDIA remains one of the most influential companies in the AI industry.
Here's why investors continue to watch it closely:
✅ Strong demand for AI chips
✅ Growth in data center infrastructure
✅ Leading position in AI hardware
✅ Continued interest from institutional investors
The biggest question now is whether future earnings can keep up with the market's high expectations.
📊 My view: Long-term Bullish, but short-term volatility is always possible.
What do you think?
🚀 Bullish
😐 Neutral
📉 Bearish
#NVIDIA #NVDA #AI #Investing #Technology
🤖 Is NVIDIA Still One of the Best AI Investments?
NVIDIA remains one of the most influential companies in the AI industry.
Here's why investors continue to watch it closely:
✅ Strong demand for AI chips
✅ Growth in data center infrastructure
✅ Leading position in AI hardware
✅ Continued interest from institutional investors
The biggest question now is whether future earnings can keep up with the market's high expectations.
📊 My view: Long-term Bullish, but short-term volatility is always possible.
What do you think?
🚀 Bullish
😐 Neutral
📉 Bearish
#NVIDIA #NVDA #AI #Investing #Technology
🚀 Bullish
0%
😐 Neutral
0%
📉 Bearish
0%
0 votes • Voting closed
🚨 **Could $NVDAB set a new all-time high?** 📈
Demand for chips for artificial intelligence continues to grow, and many analysts remain positive about **NVIDIA ($NVDA)** thanks to its leadership in the sector.
If investment in AI keeps accelerating over the next few months, the company could sustain its strong growth in revenues and profits, keeping Wall Street’s attention.
💬 **Now I ask you:**
Do you think **NVIDIA** will keep rising this year or is it already overvalued?
👇 Leave your thoughts in the comments.
🎁 I’ll be handing out red envelopes to those who join the conversation.
❤️ Like it.
🔄 Share it.
➕ Follow me for more stock, economy, and crypto news.
#NVIDIA #Stocks #AI #Trading #BinanceSquare #Crypto #Mercados #RedPacket
Demand for chips for artificial intelligence continues to grow, and many analysts remain positive about **NVIDIA ($NVDA)** thanks to its leadership in the sector.
If investment in AI keeps accelerating over the next few months, the company could sustain its strong growth in revenues and profits, keeping Wall Street’s attention.
💬 **Now I ask you:**
Do you think **NVIDIA** will keep rising this year or is it already overvalued?
👇 Leave your thoughts in the comments.
🎁 I’ll be handing out red envelopes to those who join the conversation.
❤️ Like it.
🔄 Share it.
➕ Follow me for more stock, economy, and crypto news.
#NVIDIA #Stocks #AI #Trading #BinanceSquare #Crypto #Mercados #RedPacket
Yassinehans:
Yes
🚀 **$NVDAon Market Update: Bullish Rebound in Motion!**
$NVDAon (Nvidia Corp Tokenized Stock) is trading at **$211.46** (+2.63%) on the 1D chart, rallying strongly off its recent swing low of **$189.91** toward a 24h high of **$214.65**.
* **Moving Averages:** MA(5) at **51.5K** and MA(10) at **64K** confirm steady accumulation during this recovery phase.
* **MACD Status:** DIF (1.57141) is pulling above DEA (0.92543) with green histogram bars expanding (0.64598), signaling strong bullish momentum.
⚠️ Key resistance to watch is **$214.65**! 📈
#NVDAon #Nvidia #bStocks #Crypto #BinanceSquare
$NVDAon (Nvidia Corp Tokenized Stock) is trading at **$211.46** (+2.63%) on the 1D chart, rallying strongly off its recent swing low of **$189.91** toward a 24h high of **$214.65**.
* **Moving Averages:** MA(5) at **51.5K** and MA(10) at **64K** confirm steady accumulation during this recovery phase.
* **MACD Status:** DIF (1.57141) is pulling above DEA (0.92543) with green histogram bars expanding (0.64598), signaling strong bullish momentum.
⚠️ Key resistance to watch is **$214.65**! 📈
#NVDAon #Nvidia #bStocks #Crypto #BinanceSquare
Nvidia doesn’t just affect the US stock market—it’s now also influencing crypto sentiment.
I’m looking at $NVDAB now and I don’t treat it as a pure US stock anymore. It’s more like a barometer of risk-asset sentiment. When the AI narrative heats up, the Nasdaq moves first; soon after, AI-related tokens, DePIN, compute power, and AI agents all get picked up by people who come in to carry the story. This transmission isn’t guaranteed to be accurate every time, but the market is definitely getting more accustomed to using US tech stocks to judge risk appetite.
When Nvidia is strong, funds tend to think growth assets can still keep telling the valuation story, and shady altcoins in the crypto space often get to loosen up too. Conversely, if Nvidia rallies at high levels and then pulls back with heavy volume, many AI coins may react even more dramatically than the underlying stocks. The reason is simple: US stock funds buy based on earnings and expectations, while crypto markets buy more on sentiment and volatility.
I won’t blindly chase AI tokens just because Nvidia is rising. What I truly need to see is whether the Nasdaq is following, whether $BTC is holding steady, and whether trading volume in the AI sector is expanding. If only the US stocks are strong but crypto doesn’t follow, that suggests capital hasn’t rotated over yet.
Trading is increasingly behaving like cross-market linkage. If you only look at crypto candlesticks, you’re likely to react late. Nvidia—this kind of core asset—has become one of my references for judging short-term risk appetite. It’s not a buy signal for crypto, but it can tell me whether the market is willing to pay up for overvaluations right now.
#NVIDIA #AI #加密市场
I’m looking at $NVDAB now and I don’t treat it as a pure US stock anymore. It’s more like a barometer of risk-asset sentiment. When the AI narrative heats up, the Nasdaq moves first; soon after, AI-related tokens, DePIN, compute power, and AI agents all get picked up by people who come in to carry the story. This transmission isn’t guaranteed to be accurate every time, but the market is definitely getting more accustomed to using US tech stocks to judge risk appetite.
When Nvidia is strong, funds tend to think growth assets can still keep telling the valuation story, and shady altcoins in the crypto space often get to loosen up too. Conversely, if Nvidia rallies at high levels and then pulls back with heavy volume, many AI coins may react even more dramatically than the underlying stocks. The reason is simple: US stock funds buy based on earnings and expectations, while crypto markets buy more on sentiment and volatility.
I won’t blindly chase AI tokens just because Nvidia is rising. What I truly need to see is whether the Nasdaq is following, whether $BTC is holding steady, and whether trading volume in the AI sector is expanding. If only the US stocks are strong but crypto doesn’t follow, that suggests capital hasn’t rotated over yet.
Trading is increasingly behaving like cross-market linkage. If you only look at crypto candlesticks, you’re likely to react late. Nvidia—this kind of core asset—has become one of my references for judging short-term risk appetite. It’s not a buy signal for crypto, but it can tell me whether the market is willing to pay up for overvaluations right now.
#NVIDIA #AI #加密市场
We return to one of the strongest stocks of companies #NvediaEarnings
A promising and promising market awaits us with its potential for entry into a deal
Entry area: above $210.5
Stop loss: $207.8
First target: $221
Second target: $228
$NVDA.US
After the latest US decision, we will witness a large influx of liquidity into the market #NVIDIA #StockMarketSuccess #DellRises11%MarketCapNears$290B
A promising and promising market awaits us with its potential for entry into a deal
Entry area: above $210.5
Stop loss: $207.8
First target: $221
Second target: $228
$NVDA.US
After the latest US decision, we will witness a large influx of liquidity into the market #NVIDIA #StockMarketSuccess #DellRises11%MarketCapNears$290B
🚀 $NVDAB (NVIDIA bStocks) BREAKING THROUGH OR RESISTANCE ZONES? 📊
Tokenized stocks (bStocks) continue to draw attention in the crypto market, and the pair $NVDAB /USDT (NVIDIA) recently recorded a strong appreciation move!
If you’re following the fusion of the traditional tech market with the crypto ecosystem, check out the technical analysis of the main current levels:
📊 $NVDAB Chart Snapshot:
Current Price: Quoted in the $212.00 USDT range (with a strong +2.96% gain on the day).
Moving Averages (MA):
MA 7 (Short Term): $206.02 USDT — Price is trading well above the short-term average, signaling buying strength right now.
MA 25 (Medium Term): $203.21 USDT — Excellent support base built over the past few days.
24h High / Low: Tested the high at $214.38 USDT after coming from a low at $204.53 USDT.
🔑 Key Levels to Watch:
🎯 Important Resistance Zone: $213.50 – $214.50 USDT (A breakout with sustained volume in this range may seek continuation of the uptrend leg).
🛡️ Relevant Support: $206.00 – $204.50 USDT (The 7-period average area and the recent low—ideal to watch for buyers’ defense).
💡 Execution & Risk Management Tips:
Watch Volume: Moves in tokenized stocks often track the appetite of the tech and artificial intelligence (AI) market.
Avoid Impulsive Entries: Wait for confirmation of a breakout above the $214.38 high, or look for entries near supports/averages.
Risk Management: Always set your Stop Loss adjusted to your trading profile.
👇 AND YOU: Do you think #NVDAB will look for new highs above $220 soon, or will we retest $206 first? Leave your take in the comments! 💬👇
#NVDAB #NVIDIA #BStocks #BinanceSquare #cryptotrading #TechTokens
Tokenized stocks (bStocks) continue to draw attention in the crypto market, and the pair $NVDAB /USDT (NVIDIA) recently recorded a strong appreciation move!
If you’re following the fusion of the traditional tech market with the crypto ecosystem, check out the technical analysis of the main current levels:
📊 $NVDAB Chart Snapshot:
Current Price: Quoted in the $212.00 USDT range (with a strong +2.96% gain on the day).
Moving Averages (MA):
MA 7 (Short Term): $206.02 USDT — Price is trading well above the short-term average, signaling buying strength right now.
MA 25 (Medium Term): $203.21 USDT — Excellent support base built over the past few days.
24h High / Low: Tested the high at $214.38 USDT after coming from a low at $204.53 USDT.
🔑 Key Levels to Watch:
🎯 Important Resistance Zone: $213.50 – $214.50 USDT (A breakout with sustained volume in this range may seek continuation of the uptrend leg).
🛡️ Relevant Support: $206.00 – $204.50 USDT (The 7-period average area and the recent low—ideal to watch for buyers’ defense).
💡 Execution & Risk Management Tips:
Watch Volume: Moves in tokenized stocks often track the appetite of the tech and artificial intelligence (AI) market.
Avoid Impulsive Entries: Wait for confirmation of a breakout above the $214.38 high, or look for entries near supports/averages.
Risk Management: Always set your Stop Loss adjusted to your trading profile.
👇 AND YOU: Do you think #NVDAB will look for new highs above $220 soon, or will we retest $206 first? Leave your take in the comments! 💬👇
#NVDAB #NVIDIA #BStocks #BinanceSquare #cryptotrading #TechTokens
🚀 Bitcoin Mining Giants Pivot to Artificial Intelligence: Huge Profits for Nvidia!
Nvidia’s quarterly results totaling $81.6 billion revealed massive demand for AI chips, prompting Bitcoin miners to repurpose their graphics processing units (GPUs) for AI tasks. This shift provides them with a revenue boost of up to 25 times per kilowatt-hour compared to cryptocurrency mining.
━━━━━━━━━━━━━━
📊 Impact: 🔥 Very High
🏷️ OTHER
#Nvidia #AI #BitcoinMining #GPU #Tech
🔗 Source: https://cryptobriefing.com/nvidia-q1-earnings-bitcoin-miners-ai-pivot/
Nvidia’s quarterly results totaling $81.6 billion revealed massive demand for AI chips, prompting Bitcoin miners to repurpose their graphics processing units (GPUs) for AI tasks. This shift provides them with a revenue boost of up to 25 times per kilowatt-hour compared to cryptocurrency mining.
━━━━━━━━━━━━━━
📊 Impact: 🔥 Very High
🏷️ OTHER
#Nvidia #AI #BitcoinMining #GPU #Tech
🔗 Source: https://cryptobriefing.com/nvidia-q1-earnings-bitcoin-miners-ai-pivot/
Wistron’s share price rose nearly 10% on Wednesday, as the market expressed strong confidence in the prospects of its U.S. AI server factory.
After Wistron officially commissioned its first AI intelligent manufacturing facility in Fort Worth, Texas, the company’s stock surged as much as 9.7%. The plant—an approximately $700 million investment covering 324,000 square feet—has begun producing NVIDIA’s GB300 Grace Blackwell Ultra Superchip, and will further expand to manufacture the next-generation Vera Rubin Superchip in the future.
Wistron’s chairman Lin Xianming said that in the coming years, the factory will become one of the company’s most important production bases worldwide and will further strengthen the U.S. domestic AI infrastructure buildout.
NVIDIA CEO Jensen Huang also noted that global demand for AI factories is growing rapidly, and that AI infrastructure will need to be established around the world to meet the continually expanding market needs.
$NVDA
$NVDAon #Nvidia
After Wistron officially commissioned its first AI intelligent manufacturing facility in Fort Worth, Texas, the company’s stock surged as much as 9.7%. The plant—an approximately $700 million investment covering 324,000 square feet—has begun producing NVIDIA’s GB300 Grace Blackwell Ultra Superchip, and will further expand to manufacture the next-generation Vera Rubin Superchip in the future.
Wistron’s chairman Lin Xianming said that in the coming years, the factory will become one of the company’s most important production bases worldwide and will further strengthen the U.S. domestic AI infrastructure buildout.
NVIDIA CEO Jensen Huang also noted that global demand for AI factories is growing rapidly, and that AI infrastructure will need to be established around the world to meet the continually expanding market needs.
$NVDA
$NVDAon #Nvidia
#NvidiaPosts$81.6BQuarterlyRevenue #NVDA
🚀 NVIDIA: AI MOMENTUM STILL STRONG!
📈 NVIDIA reported $81.6B in quarterly revenue, up 20% QoQ and 85% YoY, showing powerful AI-driven growth.
✅ Strong revenue momentum
✅ AI demand remains a major catalyst
✅ Wall Street sees further upside potential
📊 Trading View: BUY — Strong fundamentals and AI momentum make NVIDIA an attractive opportunity for bullish traders, but manage risk and avoid chasing extreme price spikes.
❓ Do you think NVIDIA can reach the $305 target?
"CLICK HERE👇👇👇 TO TRADE"
$NVDA $NVDAB
#NVIDIA #stockmarket
🚀 NVIDIA: AI MOMENTUM STILL STRONG!
📈 NVIDIA reported $81.6B in quarterly revenue, up 20% QoQ and 85% YoY, showing powerful AI-driven growth.
✅ Strong revenue momentum
✅ AI demand remains a major catalyst
✅ Wall Street sees further upside potential
📊 Trading View: BUY — Strong fundamentals and AI momentum make NVIDIA an attractive opportunity for bullish traders, but manage risk and avoid chasing extreme price spikes.
❓ Do you think NVIDIA can reach the $305 target?
"CLICK HERE👇👇👇 TO TRADE"
$NVDA $NVDAB
#NVIDIA #stockmarket
what was the future of $NVDAB
everything points to the fact that while the monopoly of CUDA has no competition, it will continue to increase its value.#NVIDIA
everything points to the fact that while the monopoly of CUDA has no competition, it will continue to increase its value.#NVIDIA
#SpaceX I ordered 13,000 server racks NVIDIA GB300 from Foxconn for $52 billion 🔥🚀
According to a Taiwanese outlet, SpaceX placed an order with Foxconn worth around $52 billion, covering approximately 13,000 racks of NVIDIA GB300 HII servers.
Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. The cost of each rack is about $4 million.
The total order volume includes 936,000 NVIDIA graphics processors. At the same time, it’s still unclear whether the entire contract will go exclusively to Foxconn, or whether SpaceX will split the rack procurement among multiple rack assemblers.
$SPCX #FOXCONN #NVIDIA
According to a Taiwanese outlet, SpaceX placed an order with Foxconn worth around $52 billion, covering approximately 13,000 racks of NVIDIA GB300 HII servers.
Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. The cost of each rack is about $4 million.
The total order volume includes 936,000 NVIDIA graphics processors. At the same time, it’s still unclear whether the entire contract will go exclusively to Foxconn, or whether SpaceX will split the rack procurement among multiple rack assemblers.
$SPCX #FOXCONN #NVIDIA
$81.6 billion—what you should really look at is the “quality of the earnings.”
NVIDIA FY2027 Q1 revenue was $81.6 billion, up 20% quarter-over-quarter and 85% year-over-year; of which data center revenue was $75.2 billion, accounting for about 92%. Even more worth watching is the next quarter’s revenue outlook of $91 billion (±2%), which also does not include revenue from China data centers.
This means the market will not only look at growth going forward, but will also test whether: demand for AI infrastructure can sustain, whether gross margin can be maintained, and how uncertainty around the China business evolves. Strong financial results don’t necessarily translate into only rising stock prices—when expectations are higher, volatility can be greater too.
Risk notice: For information sharing only and does not constitute investment advice; relevant tokenized/mapped assets and US-listed stock spot are not the same instrument—please verify the trading rules.
#NVIDIA #AI #financial report
NVIDIA FY2027 Q1 revenue was $81.6 billion, up 20% quarter-over-quarter and 85% year-over-year; of which data center revenue was $75.2 billion, accounting for about 92%. Even more worth watching is the next quarter’s revenue outlook of $91 billion (±2%), which also does not include revenue from China data centers.
This means the market will not only look at growth going forward, but will also test whether: demand for AI infrastructure can sustain, whether gross margin can be maintained, and how uncertainty around the China business evolves. Strong financial results don’t necessarily translate into only rising stock prices—when expectations are higher, volatility can be greater too.
Risk notice: For information sharing only and does not constitute investment advice; relevant tokenized/mapped assets and US-listed stock spot are not the same instrument—please verify the trading rules.
#NVIDIA #AI #financial report
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