#nvidia's
nvidia's
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$NVDA.US NVIDIA remains one of the strongest AI-focused companies. If AI demand, data center growth, and earnings continue to meet expectations, the long-term trend is still considered positive. However, short-term price movements can remain volatile, so no single chart guarantees future performance#Nvidia's #BNBSmartChainToUndergoHardFork #NVIDIAConference #ai
تصحيح مهم للعنوان الرائج عن Nvidia وصفقة الـ500 مليار دولار
العنوان قد يوحي بأن Nvidia اشترت ذاكرة من SK Hynix بقيمة 500 مليار دولار، لكن الصورة أدق من ذلك.
المعلن هو مبادرة أوسع للبنية التحتية للذكاء الاصطناعي تتجاوز قيمتها 500 مليار دولار بالتعاون مع SK Group، وتشمل:
🔹 مراكز بيانات ضخمة للذكاء الاصطناعي
🔹 تأمين وتطوير ذاكرة HBM مع SK Hynix
🔹 استخدام رقائق Nvidia Vera Rubin
🔹 منشآت يُتوقع بدء تشغيل أولها في 2027
الرسالة الأساسية: سباق الذكاء الاصطناعي لا يعتمد على وحدات GPU وحدها؛ توافر الذاكرة عالية النطاق والطاقة ومراكز البيانات أصبح جزءًا حاسمًا من المعادلة.
#Nvidia's
#NVIDIA
NvidiaSecuresSKHynixMemoryIn$500BAIDeal#Nasdaq100FallsInBackToBackWeeklyLoss
العنوان قد يوحي بأن Nvidia اشترت ذاكرة من SK Hynix بقيمة 500 مليار دولار، لكن الصورة أدق من ذلك.
المعلن هو مبادرة أوسع للبنية التحتية للذكاء الاصطناعي تتجاوز قيمتها 500 مليار دولار بالتعاون مع SK Group، وتشمل:
🔹 مراكز بيانات ضخمة للذكاء الاصطناعي
🔹 تأمين وتطوير ذاكرة HBM مع SK Hynix
🔹 استخدام رقائق Nvidia Vera Rubin
🔹 منشآت يُتوقع بدء تشغيل أولها في 2027
الرسالة الأساسية: سباق الذكاء الاصطناعي لا يعتمد على وحدات GPU وحدها؛ توافر الذاكرة عالية النطاق والطاقة ومراكز البيانات أصبح جزءًا حاسمًا من المعادلة.
#Nvidia's
#NVIDIA
NvidiaSecuresSKHynixMemoryIn$500BAIDeal#Nasdaq100FallsInBackToBackWeeklyLoss
Nvidia garante fornecimento de memória da SK Hynix em acordo de IA de US$ 500 bilhões
$GENIUS
$BANK
$EDU
#Nvidia's
$GENIUS
$BANK
$EDU
#Nvidia's
Binance News
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Nvidia Locks Down SK Hynix Memory Supply in $500 Billion AI Deal
CNBC reported that Nvidia said it has secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems amid a global memory shortage.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years and includes construction of large-scale data centers expected to come online in 2027. SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems, targeting enough capacity to require 2 gigawatts of power, indicating a massive buildout with hundreds of thousands of GPUs.
Nvidia is aggressively securing supply of high-bandwidth memory, essential for its GPUs and AI systems. SK Hynix is the leader in HBM production, according to analysts.
Nvidia enterprise vice president Raj Mirpuri said the expansion will include a co-develop opportunity on next-generation SK Hynix AI memory, helping secure a stable supply of HBM.
The deal signals that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and conglomerates getting involved. The announcement came at an AI summit with South Korean officials including President Lee Jae Myung.
Nvidia also said it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs, providing 200 megawatts of capacity for customers in South Korea and globally.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month to finance infrastructure developments.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years and includes construction of large-scale data centers expected to come online in 2027. SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems, targeting enough capacity to require 2 gigawatts of power, indicating a massive buildout with hundreds of thousands of GPUs.
Nvidia is aggressively securing supply of high-bandwidth memory, essential for its GPUs and AI systems. SK Hynix is the leader in HBM production, according to analysts.
Nvidia enterprise vice president Raj Mirpuri said the expansion will include a co-develop opportunity on next-generation SK Hynix AI memory, helping secure a stable supply of HBM.
The deal signals that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and conglomerates getting involved. The announcement came at an AI summit with South Korean officials including President Lee Jae Myung.
Nvidia also said it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs, providing 200 megawatts of capacity for customers in South Korea and globally.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month to finance infrastructure developments.
🚨 JUST IN: Nvidia expectations soar ahead of earnings 🤖📈
What is happening? $WLD
• Markets now price a 95% chance Nvidia beats earnings estimates $ZEC
• AI demand continues driving bullish sentiment $EDEN
• Investors expecting strong GPU and data-center revenue
• Nvidia remains central to the global AI infrastructure boom
What this suggests:
• AI spending momentum remains extremely strong
• Markets still rewarding semiconductor and compute leaders
• Expectations for hyperscaler capex remain elevated
Context:
• Nvidia has become the key supplier of AI chips powering data centers and large language models
• Earnings reactions could heavily influence broader tech and AI markets
📊 Market takeaway:
Bullish for AI-linked equities and infrastructure plays—but expectations are extremely high, meaning volatility could remain elevated even after strong results.
#Nvidia's #AI #bullish
What is happening? $WLD
• Markets now price a 95% chance Nvidia beats earnings estimates $ZEC
• AI demand continues driving bullish sentiment $EDEN
• Investors expecting strong GPU and data-center revenue
• Nvidia remains central to the global AI infrastructure boom
What this suggests:
• AI spending momentum remains extremely strong
• Markets still rewarding semiconductor and compute leaders
• Expectations for hyperscaler capex remain elevated
Context:
• Nvidia has become the key supplier of AI chips powering data centers and large language models
• Earnings reactions could heavily influence broader tech and AI markets
📊 Market takeaway:
Bullish for AI-linked equities and infrastructure plays—but expectations are extremely high, meaning volatility could remain elevated even after strong results.
#Nvidia's #AI #bullish
🚨 Nvidia’s AI Boom Is Creating New Opportunities for Bitcoin Miners
Nvidia delivered another blockbuster quarter, reporting $81.6B in revenue, up 85% year-over-year, as demand for AI infrastructure continues to surge.
🔹 AI data center spending remains at record levels
🔹 Bitcoin miners are increasingly leveraging power capacity and infrastructure for AI workloads
🔹 New revenue streams could reduce dependence on mining rewards alone
As AI and crypto infrastructure continue to converge, some mining companies may be positioned to benefit from both trends simultaneously.
👀 Could AI become a bigger growth driver for Bitcoin miners than Bitcoin itself?
$BTC
#Nvidia's
Nvidia delivered another blockbuster quarter, reporting $81.6B in revenue, up 85% year-over-year, as demand for AI infrastructure continues to surge.
🔹 AI data center spending remains at record levels
🔹 Bitcoin miners are increasingly leveraging power capacity and infrastructure for AI workloads
🔹 New revenue streams could reduce dependence on mining rewards alone
As AI and crypto infrastructure continue to converge, some mining companies may be positioned to benefit from both trends simultaneously.
👀 Could AI become a bigger growth driver for Bitcoin miners than Bitcoin itself?
$BTC
#Nvidia's
$NVDA
🚨 JENSEN HUANG JUST DROPPED THE ULTIMATE STOCK MARKET HOPIUM. 🚨😂
According to Jensen Huang, $MRVL could be the next trillion-dollar company.
For context:
📊 Marvell today: ~$191B market cap
🚀 Target: $1T market cap
💰 Required move: Roughly 5x from here
No pressure.
The funny thing is when Jensen speaks, investors react like the AI version of Warren Buffett just descended from the clouds holding a GPU.
And to be fair, the guy’s track record isn’t exactly terrible.
He turned NVIDIA from “that gaming graphics company” into a trillion-dollar AI monster that now seems to print money every quarter. 💀
So naturally, when Jensen says “next $1T company,” the market hears:
✅ Guaranteed
✅ Risk-free
✅ Mortgage-the-house immediately
Because that’s how investors process bullish comments these days. 😂
Of course, reaching $1T isn’t just about having cool AI exposure.
Marvell would need:
📈 Massive revenue growth
📈 Continued AI infrastructure demand
📈 Flawless execution
📈 Markets staying friendly
📈 Investors refusing to discover fear ever again
Easy enough.
The real question isn’t whether Marvell is a good company.
The real question is:
🤔 How much of Jensen’s success comes from being right…
🤔 And how much comes from the fact that everyone listens when he talks?
Because if Jensen announced tomorrow that staplers were the future of AI, half of Wall Street would probably start building DCF models on stapler manufacturers by lunch. 💀
So now investors are left with the classic dilemma:
🐂 Bulls: “If Jensen sees $1T, who am I to doubt him?”
🐻 Bears: “A 5x from $191B isn’t exactly a casual prediction.”
🍿 Everyone else: “I’m buying because the leather jacket guy said so.”
Peak market analysis.
One sentence from Jensen Huang and suddenly millions of dollars are debating whether a company worth nearly $200 billion is somehow still early. 🚀😂📈🍿💀$GENIUS
#Nvidia's #NVIDIAGTC24
🚨 JENSEN HUANG JUST DROPPED THE ULTIMATE STOCK MARKET HOPIUM. 🚨😂
According to Jensen Huang, $MRVL could be the next trillion-dollar company.
For context:
📊 Marvell today: ~$191B market cap
🚀 Target: $1T market cap
💰 Required move: Roughly 5x from here
No pressure.
The funny thing is when Jensen speaks, investors react like the AI version of Warren Buffett just descended from the clouds holding a GPU.
And to be fair, the guy’s track record isn’t exactly terrible.
He turned NVIDIA from “that gaming graphics company” into a trillion-dollar AI monster that now seems to print money every quarter. 💀
So naturally, when Jensen says “next $1T company,” the market hears:
✅ Guaranteed
✅ Risk-free
✅ Mortgage-the-house immediately
Because that’s how investors process bullish comments these days. 😂
Of course, reaching $1T isn’t just about having cool AI exposure.
Marvell would need:
📈 Massive revenue growth
📈 Continued AI infrastructure demand
📈 Flawless execution
📈 Markets staying friendly
📈 Investors refusing to discover fear ever again
Easy enough.
The real question isn’t whether Marvell is a good company.
The real question is:
🤔 How much of Jensen’s success comes from being right…
🤔 And how much comes from the fact that everyone listens when he talks?
Because if Jensen announced tomorrow that staplers were the future of AI, half of Wall Street would probably start building DCF models on stapler manufacturers by lunch. 💀
So now investors are left with the classic dilemma:
🐂 Bulls: “If Jensen sees $1T, who am I to doubt him?”
🐻 Bears: “A 5x from $191B isn’t exactly a casual prediction.”
🍿 Everyone else: “I’m buying because the leather jacket guy said so.”
Peak market analysis.
One sentence from Jensen Huang and suddenly millions of dollars are debating whether a company worth nearly $200 billion is somehow still early. 🚀😂📈🍿💀$GENIUS
#Nvidia's #NVIDIAGTC24
✅🚀 ¡NVIDIA acaba de arrasar de nuevo!
Q1 FY2027:
💰 Ingresos $81.62B (superó ~$79B)
📈 EPS $1.85 (superó ~$1.76)
Superación masiva tanto en ingresos como en beneficios — ¡la demanda de IA es imparable! 🔥
#NVIDIA #IA #Nvidia's #Inversiones #tecnología $NVDA
Q1 FY2027:
💰 Ingresos $81.62B (superó ~$79B)
📈 EPS $1.85 (superó ~$1.76)
Superación masiva tanto en ingresos como en beneficios — ¡la demanda de IA es imparable! 🔥
#NVIDIA #IA #Nvidia's #Inversiones #tecnología $NVDA
JUST IN: NVIDIA ($NVDA) posted a massive Q1 revenue of $81.6 billion, beating Wall Street expectations once again.
The company also issued stronger-than-expected Q2 guidance, signaling that AI demand remains extremely strong and NVIDIA continues to dominate the sector. 🚀
#Nvidia's $BTC
The company also issued stronger-than-expected Q2 guidance, signaling that AI demand remains extremely strong and NVIDIA continues to dominate the sector. 🚀
#Nvidia's $BTC
Ismeidy
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El fantasma de la liquidación
#bitcoin se desploma a mínimos de tres semanas tras la bomba de #strategy de vender hasta $5.000 millones en #BTC
El mercado de criptomonedas sufre un fuerte revés tras una de las noticias más impactantes de la semana. Bitcoin cayó hasta situarse en torno a los 62.702 dólares, tocando un piso de 62.498 dólares, su cotización más baja desde el pasado 9 de julio.
La presión vendedora sobre el activo digital se desató luego de que Strategy presentara unos resultados trimestrales ligeramente por debajo de las expectativas de #WallStreet ($122,4 millones frente a los $122,9 millones proyectados).
Sin embargo, el verdadero terremoto vino durante la llamada de ganancias: el CEO Phong Le y el fundador #MichaelSaylor anunciaron que la compañía evalúa vender hasta 5.000 millones de dólares en reservas de Bitcoin (o incluso más) para reforzar su flujo de efectivo y financiar recompras de acciones.
Esta estrategia de desinversión corporativa ha encendido las alarmas en el ecosistema sobre una posible presión bajista sostenida sobre el precio de BTC.
Como reflejo del nerviosismo de los inversores, las acciones de Strategy se desplomaron un 7,3% este viernes, extendiendo su caída anual a un devastador 42%.
$BTC
$MSTR
$MSTRB
#bitcoin se desploma a mínimos de tres semanas tras la bomba de #strategy de vender hasta $5.000 millones en #BTC
El mercado de criptomonedas sufre un fuerte revés tras una de las noticias más impactantes de la semana. Bitcoin cayó hasta situarse en torno a los 62.702 dólares, tocando un piso de 62.498 dólares, su cotización más baja desde el pasado 9 de julio.
La presión vendedora sobre el activo digital se desató luego de que Strategy presentara unos resultados trimestrales ligeramente por debajo de las expectativas de #WallStreet ($122,4 millones frente a los $122,9 millones proyectados).
Sin embargo, el verdadero terremoto vino durante la llamada de ganancias: el CEO Phong Le y el fundador #MichaelSaylor anunciaron que la compañía evalúa vender hasta 5.000 millones de dólares en reservas de Bitcoin (o incluso más) para reforzar su flujo de efectivo y financiar recompras de acciones.
Esta estrategia de desinversión corporativa ha encendido las alarmas en el ecosistema sobre una posible presión bajista sostenida sobre el precio de BTC.
Como reflejo del nerviosismo de los inversores, las acciones de Strategy se desplomaron un 7,3% este viernes, extendiendo su caída anual a un devastador 42%.
$BTC
$MSTR
$MSTRB
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🚨 ATENÇÃO NVIDIA URGENTE
$BTC #Nvidia's #BTC
*Hoje no final da tarde a partir das 17:20 às 18:00 teremos a divulgação de resultado da empresa NVIDIA e isso vai movimentar o mercado de forma positiva ou negativa!
*Então quem estiver em alguma operação aberta, coloca o stop, realize parciais porque o cenário pode mudar rapidamente ambos os lados*
$BTC #Nvidia's #BTC
*Hoje no final da tarde a partir das 17:20 às 18:00 teremos a divulgação de resultado da empresa NVIDIA e isso vai movimentar o mercado de forma positiva ou negativa!
*Então quem estiver em alguma operação aberta, coloca o stop, realize parciais porque o cenário pode mudar rapidamente ambos os lados*
El gráfico muestra una excelente estructura alcista para **Grass (GRASS)**, cotizando en los **$0.5958** tras un rally contundente que rompió con fuerza la consolidación previa en la zona de los $0.30 - $0.35.
Aquí tienes el desglose técnico y las noticias clave que están impulsando este movimiento:
El Impulso de la Narrativa AI y el "Efecto Nvidia"
El catalizador principal del mercado crypto para el sector de Inteligencia Artificial (AI) y **DePIN** (Redes de Infraestructura Física Descentralizada) ha sido el reciente reporte de ganancias y las proyecciones de ingresos masivos de **Nvidia**. Al ser el mayor fabricante de chips para IA, sus excelentes resultados financieros volvieron a encender con fuerza la narrativa de los tokens de IA, beneficiando directamente a proyectos como Near Protocol (NEAR) y Grass (GRASS).
Capa de Datos para IA (AI Data Layer)
Dentro del ecosistema crypto, Grass se está consolidando fuertemente como una de las opciones favoritas de los inversores para la recolección y verificación de datos de entrenamiento para modelos de IA.
Explosión en el Interés Abierto (Open Interest) y Liquidaciones
El movimiento técnico vino acompañado de un fuerte respaldo institucional y retail:
* **Aumento de volumen:** El Interés Abierto (OI) en contratos de futuros perpetuos de GRASS se duplicó prácticamente en las últimas jornadas, superando los $40 millones de dólares. Esto demuestra que los traders están inyectando capital fresco para respaldar la tendencia.
* **Liquidación de Shorts:** Al romper la resistencia psicológica de los **$0.45** y luego los **$0.50**, se activó una cascada de liquidaciones de posiciones en corto (short squeeze), lo que aceleró verticalmente el precio de manera orgánica hacia la zona de los **$0.59**
airdrop de GRASs👇
https://app.grass.io/register?referralCode=c67M9sBlQ6Oxu3_
#grass #GRASSAirdrop #Nvidia's #IA #Near
$GRASS
Aquí tienes el desglose técnico y las noticias clave que están impulsando este movimiento:
El Impulso de la Narrativa AI y el "Efecto Nvidia"
El catalizador principal del mercado crypto para el sector de Inteligencia Artificial (AI) y **DePIN** (Redes de Infraestructura Física Descentralizada) ha sido el reciente reporte de ganancias y las proyecciones de ingresos masivos de **Nvidia**. Al ser el mayor fabricante de chips para IA, sus excelentes resultados financieros volvieron a encender con fuerza la narrativa de los tokens de IA, beneficiando directamente a proyectos como Near Protocol (NEAR) y Grass (GRASS).
Capa de Datos para IA (AI Data Layer)
Dentro del ecosistema crypto, Grass se está consolidando fuertemente como una de las opciones favoritas de los inversores para la recolección y verificación de datos de entrenamiento para modelos de IA.
Explosión en el Interés Abierto (Open Interest) y Liquidaciones
El movimiento técnico vino acompañado de un fuerte respaldo institucional y retail:
* **Aumento de volumen:** El Interés Abierto (OI) en contratos de futuros perpetuos de GRASS se duplicó prácticamente en las últimas jornadas, superando los $40 millones de dólares. Esto demuestra que los traders están inyectando capital fresco para respaldar la tendencia.
* **Liquidación de Shorts:** Al romper la resistencia psicológica de los **$0.45** y luego los **$0.50**, se activó una cascada de liquidaciones de posiciones en corto (short squeeze), lo que aceleró verticalmente el precio de manera orgánica hacia la zona de los **$0.59**
airdrop de GRASs👇
https://app.grass.io/register?referralCode=c67M9sBlQ6Oxu3_
#grass #GRASSAirdrop #Nvidia's #IA #Near
$GRASS
🚨 Michael Burry يحذر من فقاعة AI
الرجل الذي توقع أزمة 2008 يرى أن حماس السوق تجاه شركات مثل:
SpaceX – OpenAI – Anthropic
قد يشبه فقاعة الدوت كوم سنة 2000.
الأخطر أنه راهن سابقاً بمراكز Short ضخمة ضد أسهم مرتبطة بالذكاء الاصطناعي مثل:
#PLRT و $NVDA
الفكرة ليست أن الذكاء الاصطناعي وهم…
بل أن التقييمات قد تكون مبالغاً فيها.
في 2000 الإنترنت لم تكن كذبة، لكن الأسعار كانت فقاعة.
هل يتكرر نفس السيناريو مع AI؟ 👀
أقرأ آراءكم 👇
#Binance #crypto #عملات_رقمية #AI #Nvidia's
الرجل الذي توقع أزمة 2008 يرى أن حماس السوق تجاه شركات مثل:
SpaceX – OpenAI – Anthropic
قد يشبه فقاعة الدوت كوم سنة 2000.
الأخطر أنه راهن سابقاً بمراكز Short ضخمة ضد أسهم مرتبطة بالذكاء الاصطناعي مثل:
#PLRT و $NVDA
الفكرة ليست أن الذكاء الاصطناعي وهم…
بل أن التقييمات قد تكون مبالغاً فيها.
في 2000 الإنترنت لم تكن كذبة، لكن الأسعار كانت فقاعة.
هل يتكرر نفس السيناريو مع AI؟ 👀
أقرأ آراءكم 👇
#Binance #crypto #عملات_رقمية #AI #Nvidia's
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