【In-Depth Analysis】AI Dominance Hits New High as Geopolitical Risks Keep Rising
NVIDIA’s Q2 earnings beat expectations: revenue reached $96.2 billion, with data center revenue at $89.0 billion—up 117% year over year. Amazon announced an expanded partnership with NVIDIA, planning to deploy 2 million GPUs across AWS global infrastructure in 2027–2028. Demand for AI infrastructure construction remains exceptionally hot.
Meanwhile, geopolitical risk is escalating. Tensions in the Strait of Hormuz are intensifying. Trump claims he has cleared mines, but allies privately warn that there are still 80–150 Iranian mines posing a threat. The U.S. signed an executive order banning foreign energy equipment, making energy security a key focus. Gold is up 14% this month as risk-off sentiment heats up.
As for the exchanges, Grass has launched on Coinbase—watch the new DePIN track.
NFA | DYOR
#AI #Crypto #DePIN #Grass #In-Depth Analysis
NVIDIA’s Q2 earnings beat expectations: revenue reached $96.2 billion, with data center revenue at $89.0 billion—up 117% year over year. Amazon announced an expanded partnership with NVIDIA, planning to deploy 2 million GPUs across AWS global infrastructure in 2027–2028. Demand for AI infrastructure construction remains exceptionally hot.
Meanwhile, geopolitical risk is escalating. Tensions in the Strait of Hormuz are intensifying. Trump claims he has cleared mines, but allies privately warn that there are still 80–150 Iranian mines posing a threat. The U.S. signed an executive order banning foreign energy equipment, making energy security a key focus. Gold is up 14% this month as risk-off sentiment heats up.
As for the exchanges, Grass has launched on Coinbase—watch the new DePIN track.
NFA | DYOR
#AI #Crypto #DePIN #Grass #In-Depth Analysis