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Следующая неделя может быть намного жарче, чем прошедшие выходные....
Главное событие — отчёт NVIDIA за второй квартал. Он выйдет 27 июля в 5:00 утра по пекинскому времени.
И здесь рынку нужен не просто хороший результат. NVIDIA должна серьёзно превзойти ожидания, чтобы снова разжечь интерес к AI и полупроводникам.
За день до этого выйдут данные по PCE. ФРС будет внимательно смотреть на инфляцию, особенно на фоне ослабления рынка труда.
А затем — Джексон-Хоул и выступление Пауэлла.
На этом фоне доходность 30-летних облигаций уже доходила до максимума с 2007 года, а индекс полупроводников за прошлую неделю потерял около 5%.
И, конечно, Bitcoin.
После выходных BTC стабилизировался около $77,000. Если объёмы, приток капитала и ETF поддержат движение, вопрос $80,000 снова станет главным.
Следующая неделя обещает быть очень интересной.
$NVDA
$BTC
#Bitcoin #NVIDIA #Crypto
Главное событие — отчёт NVIDIA за второй квартал. Он выйдет 27 июля в 5:00 утра по пекинскому времени.
И здесь рынку нужен не просто хороший результат. NVIDIA должна серьёзно превзойти ожидания, чтобы снова разжечь интерес к AI и полупроводникам.
За день до этого выйдут данные по PCE. ФРС будет внимательно смотреть на инфляцию, особенно на фоне ослабления рынка труда.
А затем — Джексон-Хоул и выступление Пауэлла.
На этом фоне доходность 30-летних облигаций уже доходила до максимума с 2007 года, а индекс полупроводников за прошлую неделю потерял около 5%.
И, конечно, Bitcoin.
После выходных BTC стабилизировался около $77,000. Если объёмы, приток капитала и ETF поддержат движение, вопрос $80,000 снова станет главным.
Следующая неделя обещает быть очень интересной.
$NVDA
$BTC
#Bitcoin #NVIDIA #Crypto
Nvidia to raise prices for AI servers by more than 15%
08/23/2026 ForkLog
According to Bloomberg, Nvidia has notified some of its largest customers of price increases for servers with AI chips: in some cases, the increase will exceed 15%. The decision will affect systems shipping in early 2027, including configurations based on Vera Rubin and Grace Blackwell.
https://forklog.com/nvidia-povysit-tseny-na-ii-servery-bolee-chem-na-15
#forklog #NVIDIA
08/23/2026 ForkLog
According to Bloomberg, Nvidia has notified some of its largest customers of price increases for servers with AI chips: in some cases, the increase will exceed 15%. The decision will affect systems shipping in early 2027, including configurations based on Vera Rubin and Grace Blackwell.
https://forklog.com/nvidia-povysit-tseny-na-ii-servery-bolee-chem-na-15
#forklog #NVIDIA
El mercado tiene la vista puesta en un solo lugar esta semana.
$NVDA presenta resultados este miércoles y la expectativa es enorme.
No es solo una empresa más.
Gran parte del mercado depende de lo que digan sobre el avance de la inteligencia artificial.
Es una prueba de fuego para los números que venimos viendo.
¿Cómo crees que reaccionará el mercado después de conocer los datos?
#Nvidia #IA #Mercado
$NVDA presenta resultados este miércoles y la expectativa es enorme.
No es solo una empresa más.
Gran parte del mercado depende de lo que digan sobre el avance de la inteligencia artificial.
Es una prueba de fuego para los números que venimos viendo.
¿Cómo crees que reaccionará el mercado después de conocer los datos?
#Nvidia #IA #Mercado
$NVDA is still one of the biggest names in the AI revolution.
What makes NVIDIA interesting isn’t just the hype around AI — it’s the infrastructure behind the entire ecosystem.
From powerful GPUs to data centers and AI computing, NVIDIA continues to sit at the center of a rapidly growing market.
The real question now:
Can NVIDIA maintain its leadership as AI competition gets stronger? 👀
$NVDA #NVIDIA
What makes NVIDIA interesting isn’t just the hype around AI — it’s the infrastructure behind the entire ecosystem.
From powerful GPUs to data centers and AI computing, NVIDIA continues to sit at the center of a rapidly growing market.
The real question now:
Can NVIDIA maintain its leadership as AI competition gets stronger? 👀
$NVDA #NVIDIA
英伟达AI服务器突然涨价超15%！AI算力也开始“通胀”了？
英伟达又传来一个重磅消息。
据报道，英伟达已经通知部分大型客户：
搭载其AI芯片的服务器，明年初出货的产品多数情况下将涨价超过15%。
涉及的还是最新一代：
Vera Rubin
Grace Blackwell
为什么涨？
一个核心原因：
内存芯片太贵了。
AI算力需求疯狂增长，HBM等高性能内存供给越来越紧张，成本开始向整个AI服务器产业链传导。
这意味着什么？
以前大家讨论AI，关注的是：
GPU有多贵？
现在开始变成：
GPU贵 + HBM贵 + 服务器贵 + 电力贵 + 数据中心贵
AI基础设施正在进入真正的“重资产时代”。
但这里有一个很有意思的信号
英伟达目前的议价能力依然非常强。
即使服务器成本上涨，
AI巨头们依然在抢算力。
微软、Google、Oracle等大型客户仍然需要持续扩建AI基础设施。
所以这次涨价到底是利空还是利好？
短期看：
AI基础设施成本上升
长期看：
反而说明AI算力需求依然极其强劲
当AI服务器都开始涨价的时候，真正稀缺的可能已经不是GPU，而是整个AI算力供应链。
而这条产业链，可能还会继续涨价。
#Nvidia #NVDA #HBM #Crypto #英伟达ai服务器涨价超15%
英伟达又传来一个重磅消息。
据报道，英伟达已经通知部分大型客户：
搭载其AI芯片的服务器，明年初出货的产品多数情况下将涨价超过15%。
涉及的还是最新一代：
Vera Rubin
Grace Blackwell
为什么涨？
一个核心原因：
内存芯片太贵了。
AI算力需求疯狂增长，HBM等高性能内存供给越来越紧张，成本开始向整个AI服务器产业链传导。
这意味着什么？
以前大家讨论AI，关注的是：
GPU有多贵？
现在开始变成：
GPU贵 + HBM贵 + 服务器贵 + 电力贵 + 数据中心贵
AI基础设施正在进入真正的“重资产时代”。
但这里有一个很有意思的信号
英伟达目前的议价能力依然非常强。
即使服务器成本上涨，
AI巨头们依然在抢算力。
微软、Google、Oracle等大型客户仍然需要持续扩建AI基础设施。
所以这次涨价到底是利空还是利好？
短期看：
AI基础设施成本上升
长期看：
反而说明AI算力需求依然极其强劲
当AI服务器都开始涨价的时候，真正稀缺的可能已经不是GPU，而是整个AI算力供应链。
而这条产业链，可能还会继续涨价。
#Nvidia #NVDA #HBM #Crypto #英伟达ai服务器涨价超15%
Частичная правда
A $NVDA , avaliada em US$ 5,28 trilhões, está sendo negociada com a menor avaliação em 5 anos, antes da divulgação de seus resultados na quarta-feira.
A empresa prevê receita trimestral de US$ 91 bilhões (excluindo a China), carteira de pedidos de IA de US$ 2,3 trilhões, segundo o Bank of America, e um acordo de licenciamento da Poolside no valor de US$ 6 bilhões. Além disso, a Nvidia conta com mais de US$ 500 bilhões em financiamento para infraestrutura de IA com BlackRock, Goldman Sachs e KKR, e a administração acaba de ser inocentada da investigação sobre contrabando na China. $UAI
As ações da empresa subiram apenas 21% no acumulado do ano, contra 63% do setor de semicondutores em geral. O Polymarket estima 95% de probabilidade de mais um resultado acima do esperado. $TUT
#NVIDIA #AI #bullish
A empresa prevê receita trimestral de US$ 91 bilhões (excluindo a China), carteira de pedidos de IA de US$ 2,3 trilhões, segundo o Bank of America, e um acordo de licenciamento da Poolside no valor de US$ 6 bilhões. Além disso, a Nvidia conta com mais de US$ 500 bilhões em financiamento para infraestrutura de IA com BlackRock, Goldman Sachs e KKR, e a administração acaba de ser inocentada da investigação sobre contrabando na China. $UAI
As ações da empresa subiram apenas 21% no acumulado do ano, contra 63% do setor de semicondutores em geral. O Polymarket estima 95% de probabilidade de mais um resultado acima do esperado. $TUT
#NVIDIA #AI #bullish
صفقة Nvidia بـ6 مليارات دولار مش الرقم وحده، بل الهدف: نموذج مفتوح الأوزان ينافس DeepSeek وKimi K3 وحتى OpenAI وAnthropic.
#NVIDIA #marouan47 #NvidiaAIServerPricesRiseOver15%
$NVDAB
#NVIDIA #marouan47 #NvidiaAIServerPricesRiseOver15%
$NVDAB
🔥 Tom Lee: Next week could be the moment US stocks choose a direction.
Tom Lee cho rằng tuần tới có thể trở thành bước ngoặt đối với thị trường chứng khoán Mỹ.
Hiện tại, nhóm cổ phiếu AI đang rơi vào trạng thái đình trệ do lo ngại về:
🏗️ Chi tiêu cho data center
🤖 Khả năng duy trì nhu cầu AI
🇺🇸 Sức ép chính trị đối với ngành AI
🏦 Chính sách của Fed
Và tâm điểm sẽ là Nvidia.
Nếu CEO Nvidia có thể chứng minh nhu cầu AI computing vẫn mạnh trong các sự kiện sắp tới, điều này có thể giúp khôi phục niềm tin vào AI trade và kéo nhóm cổ phiếu AI ra khỏi vùng tích lũy.
Nhưng AI không phải biến số duy nhất.
Một loạt phát biểu sắp tới từ các quan chức Fed cũng có thể tạo ra tín hiệu quan trọng về hướng đi của chính sách tiền tệ.
S&P 500 hiện quanh 7,678 điểm, giảm khoảng 1.4% trong tuần.
Nói cách khác, thị trường đang đứng giữa hai câu hỏi:
AI spending có tiếp tục bùng nổ?
Fed sẽ đi theo hướng nào?
Nếu Nvidia đưa ra tín hiệu mạnh về nhu cầu AI và kỳ vọng chính sách tiền tệ cũng trở nên tích cực...
🔥 risk assets có thể được tiếp thêm nhiên liệu.
Còn nếu cả hai cùng gây thất vọng?
Market might choose violence. 💀
Anh em nghĩ tuần tới AI sẽ kéo market lên hay Nvidia sẽ khiến cả thị trường tiếp tục rung lắc? 👀
$NVDAB
#NVIDIA
Tom Lee cho rằng tuần tới có thể trở thành bước ngoặt đối với thị trường chứng khoán Mỹ.
Hiện tại, nhóm cổ phiếu AI đang rơi vào trạng thái đình trệ do lo ngại về:
🏗️ Chi tiêu cho data center
🤖 Khả năng duy trì nhu cầu AI
🇺🇸 Sức ép chính trị đối với ngành AI
🏦 Chính sách của Fed
Và tâm điểm sẽ là Nvidia.
Nếu CEO Nvidia có thể chứng minh nhu cầu AI computing vẫn mạnh trong các sự kiện sắp tới, điều này có thể giúp khôi phục niềm tin vào AI trade và kéo nhóm cổ phiếu AI ra khỏi vùng tích lũy.
Nhưng AI không phải biến số duy nhất.
Một loạt phát biểu sắp tới từ các quan chức Fed cũng có thể tạo ra tín hiệu quan trọng về hướng đi của chính sách tiền tệ.
S&P 500 hiện quanh 7,678 điểm, giảm khoảng 1.4% trong tuần.
Nói cách khác, thị trường đang đứng giữa hai câu hỏi:
AI spending có tiếp tục bùng nổ?
Fed sẽ đi theo hướng nào?
Nếu Nvidia đưa ra tín hiệu mạnh về nhu cầu AI và kỳ vọng chính sách tiền tệ cũng trở nên tích cực...
🔥 risk assets có thể được tiếp thêm nhiên liệu.
Còn nếu cả hai cùng gây thất vọng?
Market might choose violence. 💀
Anh em nghĩ tuần tới AI sẽ kéo market lên hay Nvidia sẽ khiến cả thị trường tiếp tục rung lắc? 👀
$NVDAB
#NVIDIA
Проверено
#nvidiaaiserverpricesriseover15%
🚨 NVIDIA AI SERVER PRICES RISE 15%+ 🤖📈
Nvidia is reportedly raising AI server prices by 15%+, but unlike consumer products, demand for advanced AI chips from major cloud companies remains strong.
📊 Trader Watch: Upcoming Nvidia earnings and Jackson Hole could test the AI rally, especially as bond yields rise.
🎯 TRADING VIEW: BUY 📈
The price increase alone isn’t a strong reason to short NVDA. Strong AI demand remains supportive, but traders should watch earnings, yields and semiconductor momentum.
❓ Can Nvidia maintain its AI-driven rally? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$NVDAB $MSFTB $GOOGLB
#NVIDIA #TechStocks
🚨 NVIDIA AI SERVER PRICES RISE 15%+ 🤖📈
Nvidia is reportedly raising AI server prices by 15%+, but unlike consumer products, demand for advanced AI chips from major cloud companies remains strong.
📊 Trader Watch: Upcoming Nvidia earnings and Jackson Hole could test the AI rally, especially as bond yields rise.
🎯 TRADING VIEW: BUY 📈
The price increase alone isn’t a strong reason to short NVDA. Strong AI demand remains supportive, but traders should watch earnings, yields and semiconductor momentum.
❓ Can Nvidia maintain its AI-driven rally? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$NVDAB $MSFTB $GOOGLB
#NVIDIA #TechStocks
NVIDIA’S $6 BILLION OPEN-AI BET COULD CHANGE THE AI RACE
Nvidia is reportedly making a major push into open-weight AI, backing AI startup Poolside as it works to strengthen the U.S. artificial intelligence ecosystem and compete with rising players such as DeepSeek and Kimi.
Under the reported deal, Nvidia could pay roughly $6 billion to license Poolside’s technology, while more than 100 Poolside employees are expected to join Nvidia’s Nemotron AI effort.
The move highlights a broader shift in Nvidia’s strategy. The company is no longer focused solely on supplying the chips that power AI — it is becoming increasingly involved in the models, software, and technology built on top of its hardware.
As competition in frontier AI intensifies, Nvidia appears determined to play a bigger role across the entire AI stack.
For American investors, the development is another sign that the AI race is expanding far beyond GPUs — with models, infrastructure, and open-weight technology becoming increasingly important.
This is not financial advice and is not a recommendation to buy or sell any stock.
#Nvidia $TUT
Nvidia is reportedly making a major push into open-weight AI, backing AI startup Poolside as it works to strengthen the U.S. artificial intelligence ecosystem and compete with rising players such as DeepSeek and Kimi.
Under the reported deal, Nvidia could pay roughly $6 billion to license Poolside’s technology, while more than 100 Poolside employees are expected to join Nvidia’s Nemotron AI effort.
The move highlights a broader shift in Nvidia’s strategy. The company is no longer focused solely on supplying the chips that power AI — it is becoming increasingly involved in the models, software, and technology built on top of its hardware.
As competition in frontier AI intensifies, Nvidia appears determined to play a bigger role across the entire AI stack.
For American investors, the development is another sign that the AI race is expanding far beyond GPUs — with models, infrastructure, and open-weight technology becoming increasingly important.
This is not financial advice and is not a recommendation to buy or sell any stock.
#Nvidia $TUT
Nvidia está avisando a sus clientes sobre un aumento de precios.
Algunos de los compradores más grandes recibieron una advertencia clara.
Los servidores que incluyen sus chips de IA subirán más de un 15%.
La noticia viene directo de Bloomberg y afecta a quienes necesitan su tecnología para inteligencia artificial.
Es un movimiento fuerte por parte de $NVDA .
¿Te sorprende este incremento en los costos?
#Nvidia #IA #Tecnologia
Algunos de los compradores más grandes recibieron una advertencia clara.
Los servidores que incluyen sus chips de IA subirán más de un 15%.
La noticia viene directo de Bloomberg y afecta a quienes necesitan su tecnología para inteligencia artificial.
Es un movimiento fuerte por parte de $NVDA .
¿Te sorprende este incremento en los costos?
#Nvidia #IA #Tecnologia
Nvidia AI Server Prices Rise Over 15% – Bullish Signal? 🔥
$NVDAB
$NVDA.US
AI demand is still strong. Nvidia raising server prices shows supply tightness and high demand.
For crypto, AI-related tokens and tech sentiment may benefit if this momentum continues.
I am watching Nvidia earnings and AI sector trend closely.
Do you think AI demand can keep markets up? 👇
If this post helps, a small tip is appreciated ❤️
Referral ID: 779682229
#Nvidia #Aİ #tech #bitcoin #BinanceSquare
Not financial advice.
$NVDAB
$NVDA.US
AI demand is still strong. Nvidia raising server prices shows supply tightness and high demand.
For crypto, AI-related tokens and tech sentiment may benefit if this momentum continues.
I am watching Nvidia earnings and AI sector trend closely.
Do you think AI demand can keep markets up? 👇
If this post helps, a small tip is appreciated ❤️
Referral ID: 779682229
#Nvidia #Aİ #tech #bitcoin #BinanceSquare
Not financial advice.
NVDAB-1,48%
NVDAUS+0,07%
NVIDIA Raises Prices for Next-Gen AI Systems
🚨 $NVDA is set to increase prices on systems shipping early next year, with the hikes affecting platforms powered by its Vera Rubin and Grace Blackwell chips.
💰 Higher system costs could add further pressure to AI infrastructure spending as demand for NVIDIA’s advanced chips continues to surge.
#NVIDIA #AI #crypto #Tech
🚨 $NVDA is set to increase prices on systems shipping early next year, with the hikes affecting platforms powered by its Vera Rubin and Grace Blackwell chips.
💰 Higher system costs could add further pressure to AI infrastructure spending as demand for NVIDIA’s advanced chips continues to surge.
#NVIDIA #AI #crypto #Tech
$NVDA
🚨 NVIDIA AI Server Prices Could Jump 15%+
NVIDIA’s major customers are reportedly being notified of server price increases exceeding 15% in many cases, driven by soaring memory chip costs.
The hikes are expected to affect systems shipping early 2027, including servers using NVIDIA’s Vera Rubin and Grace Blackwell platforms.
The final price increase will depend on the NVIDIA chip and memory configuration used.
📌 Rising memory costs could make AI infrastructure significantly more expensive.
#NVIDIA
🚨 NVIDIA AI Server Prices Could Jump 15%+
NVIDIA’s major customers are reportedly being notified of server price increases exceeding 15% in many cases, driven by soaring memory chip costs.
The hikes are expected to affect systems shipping early 2027, including servers using NVIDIA’s Vera Rubin and Grace Blackwell platforms.
The final price increase will depend on the NVIDIA chip and memory configuration used.
📌 Rising memory costs could make AI infrastructure significantly more expensive.
#NVIDIA
Nvidia Raises AI Server Prices 15%+ - Is AI Demand Really That Strong? 🤖🔥
Nvidia’s biggest customers are reportedly being warned: AI servers powered by Blackwell and Vera Rubin could cost 15%+ more from early 2027 as memory prices surge.
But here’s the interesting part:
1️⃣ Pricing power or warning sign?
Microsoft, Google and Oracle are spending billions on AI infrastructure. If they absorb higher prices without cutting orders, Nvidia’s pricing power may be even stronger than expected.
2️⃣ The real test comes August 26.
Nvidia earnings will show whether AI demand is still accelerating - or whether higher component costs are starting to pressure margins.
3️⃣ Why crypto traders should care:
Nvidia remains one of the biggest symbols of the global AI trade. A strong earnings reaction could support broader risk sentiment and the AI-token narrative, while disappointment could increase volatility across tech and crypto.
⚠️ The 15% price increase itself isn't automatically bullish or bearish. What matters is whether demand survives the higher price.
Watch Nvidia earnings, hyperscaler AI spending and broader market liquidity.
$NVDAB $BTC $ETH
#Nvidia #NVDA #AITokens #TechStocks #BinanceSquar
Disclaimer: This post is for educational and informational purposes only and is not financial advice. Markets are volatile. Always DYOR before making trading decisions 🤝
Nvidia’s biggest customers are reportedly being warned: AI servers powered by Blackwell and Vera Rubin could cost 15%+ more from early 2027 as memory prices surge.
But here’s the interesting part:
1️⃣ Pricing power or warning sign?
Microsoft, Google and Oracle are spending billions on AI infrastructure. If they absorb higher prices without cutting orders, Nvidia’s pricing power may be even stronger than expected.
2️⃣ The real test comes August 26.
Nvidia earnings will show whether AI demand is still accelerating - or whether higher component costs are starting to pressure margins.
3️⃣ Why crypto traders should care:
Nvidia remains one of the biggest symbols of the global AI trade. A strong earnings reaction could support broader risk sentiment and the AI-token narrative, while disappointment could increase volatility across tech and crypto.
⚠️ The 15% price increase itself isn't automatically bullish or bearish. What matters is whether demand survives the higher price.
Watch Nvidia earnings, hyperscaler AI spending and broader market liquidity.
$NVDAB $BTC $ETH
#Nvidia #NVDA #AITokens #TechStocks #BinanceSquar
Disclaimer: This post is for educational and informational purposes only and is not financial advice. Markets are volatile. Always DYOR before making trading decisions 🤝
#NvidiaAIServerPricesRiseOver15%
#NVIDIA diberi tahu bahwa harga server AI akan naik lebih dari 15% dalam banyak kasus, terutama karena biaya chip memori melonjak. Kenaikan diperkirakan berlaku untuk sistem yang dikirim awal 2027, termasuk platform Vera Rubin dan Grace Blackwell. Reuters mencatat laporan ini belum bisa diverifikasi secara independen dan NVIDIA belum memberi komentar resmi.
$NVDAB
#NVIDIA diberi tahu bahwa harga server AI akan naik lebih dari 15% dalam banyak kasus, terutama karena biaya chip memori melonjak. Kenaikan diperkirakan berlaku untuk sistem yang dikirim awal 2027, termasuk platform Vera Rubin dan Grace Blackwell. Reuters mencatat laporan ini belum bisa diverifikasi secara independen dan NVIDIA belum memberi komentar resmi.
$NVDAB
$NVDAB Is Getting Ready For A Big Move 🔥🚀
$NVDA is back in focus as traders prepare for Nvidia’s upcoming earnings.
AI demand remains strong, and the earnings report could bring major volatility. If buyers step in strongly after the report, $NVDA could challenge its previous highs.
For now, I’m watching the price action closely. 👀
Big move coming?
@syedarslan4627
#NVDAUSDT #NVIDIA #stocks
$NVDA is back in focus as traders prepare for Nvidia’s upcoming earnings.
AI demand remains strong, and the earnings report could bring major volatility. If buyers step in strongly after the report, $NVDA could challenge its previous highs.
For now, I’m watching the price action closely. 👀
Big move coming?
@syedarslan4627
#NVDAUSDT #NVIDIA #stocks
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