#nvidia
nvidia
Просмотров: 3.2M
6,541 обсуждают
Популярные
Новые
·
--
NVIDIA’s BILLION-DOLLAR AI MOVE! 🚀
NVIDIA is reportedly negotiating billions in credit support for a cloud provider’s $45 billion Anthropic deal. This highlights NVIDIA’s growing influence beyond AI chips, as major players race to secure computing power and data-center infrastructure.
The AI competition is shifting from building smarter models to controlling the infrastructure that powers them. This could be another major step in NVIDIA’s AI dominance.
#NVIDIA #Anthropic #AI
NVIDIA’s BILLION-DOLLAR AI MOVE! 🚀
NVIDIA is reportedly negotiating billions in credit support for a cloud provider’s $45 billion Anthropic deal. This highlights NVIDIA’s growing influence beyond AI chips, as major players race to secure computing power and data-center infrastructure.
The AI competition is shifting from building smarter models to controlling the infrastructure that powers them. This could be another major step in NVIDIA’s AI dominance.
#NVIDIA #Anthropic #AI
NVIDIA is reportedly negotiating billions in credit support for a cloud provider’s $45 billion Anthropic deal. This highlights NVIDIA’s growing influence beyond AI chips, as major players race to secure computing power and data-center infrastructure.
The AI competition is shifting from building smarter models to controlling the infrastructure that powers them. This could be another major step in NVIDIA’s AI dominance.
#NVIDIA #Anthropic #AI
1
206
🔥 THE AI BOOM ISN'T OVER — BUT IS NVIDIA STOCK OVERVALUED?
$NVDAB remains a major player in AI chips and data-center technology. The big question is whether future growth justifies its valuation.
📊 Watch earnings, AI demand, and price momentum.
🚨 Great companies can still have market corrections!
👇 Is NVDA still worth watching? Check the latest data and share your outlook!
$NVDAB
#NVIDIA #NVDA #AIStocks #BinanceSquare
🔥 THE AI BOOM ISN'T OVER — BUT IS NVIDIA STOCK OVERVALUED?
$NVDAB remains a major player in AI chips and data-center technology. The big question is whether future growth justifies its valuation.
📊 Watch earnings, AI demand, and price momentum.
🚨 Great companies can still have market corrections!
👇 Is NVDA still worth watching? Check the latest data and share your outlook!
$NVDAB
#NVIDIA #NVDA #AIStocks #BinanceSquare
$NVDAB remains a major player in AI chips and data-center technology. The big question is whether future growth justifies its valuation.
📊 Watch earnings, AI demand, and price momentum.
🚨 Great companies can still have market corrections!
👇 Is NVDA still worth watching? Check the latest data and share your outlook!
$NVDAB
#NVIDIA #NVDA #AIStocks #BinanceSquare
30
NVIDIA CEO Faces Spotlight as US–China Tech Tensions Intensify
U.S. intelligence agencies reportedly alleged that a Chinese businesswoman who had contact with NVIDIA CEO Jensen Huang was passing information to Beijing.
China denied the allegation, while NVIDIA disputed the characterization of the information shared, stating that it involved routine business matters rather than trade secrets or information related to national security.
Why This Matters
- The allegations highlight growing scrutiny of international business relationships.
- US–China tensions continue to create challenges for the global semiconductor industry.
- NVIDIA ($NVDA ) operates in a technology sector increasingly affected by geopolitical competition and national security concerns.
These are allegations, not established facts. The differing statements underline the importance of distinguishing claims from verified information.
Do you think rising geopolitical tensions will change how global technology companies operate internationally?
#NVIDIA #NVDA #Geopolitics
$LSK
{future}(LSKUSDT)
$HYPE
{future}(HYPEUSDT)
NVIDIA CEO Faces Spotlight as US–China Tech Tensions Intensify
U.S. intelligence agencies reportedly alleged that a Chinese businesswoman who had contact with NVIDIA CEO Jensen Huang was passing information to Beijing.
China denied the allegation, while NVIDIA disputed the characterization of the information shared, stating that it involved routine business matters rather than trade secrets or information related to national security.
Why This Matters
- The allegations highlight growing scrutiny of international business relationships.
- US–China tensions continue to create challenges for the global semiconductor industry.
- NVIDIA ($NVDA ) operates in a technology sector increasingly affected by geopolitical competition and national security concerns.
These are allegations, not established facts. The differing statements underline the importance of distinguishing claims from verified information.
Do you think rising geopolitical tensions will change how global technology companies operate internationally?
#NVIDIA #NVDA #Geopolitics
$LSK
$HYPE
U.S. intelligence agencies reportedly alleged that a Chinese businesswoman who had contact with NVIDIA CEO Jensen Huang was passing information to Beijing.
China denied the allegation, while NVIDIA disputed the characterization of the information shared, stating that it involved routine business matters rather than trade secrets or information related to national security.
Why This Matters
- The allegations highlight growing scrutiny of international business relationships.
- US–China tensions continue to create challenges for the global semiconductor industry.
- NVIDIA ($NVDA ) operates in a technology sector increasingly affected by geopolitical competition and national security concerns.
These are allegations, not established facts. The differing statements underline the importance of distinguishing claims from verified information.
Do you think rising geopolitical tensions will change how global technology companies operate internationally?
#NVIDIA #NVDA #Geopolitics
$LSK
$HYPE
426
NVIDIA IS INVESTING $3 BILLION IN META’S AI FUNDRAISE 👀
NVIDIA and Meta are expanding their AI partnership and NVIDIA plans to invest $3 billion in Meta’s share offering.
Meta says its current stock and preferred-share offerings total about $35 billion, with a separate share-sale programme of up to $60 billion planned for 2027. The money will help fund Meta’s AI infrastructure buildout.
Here’s the question investors are asking: Could this create a circular flow of capital?
NVIDIA supplies the chips powering Meta’s AI ambitions, while also investing in Meta as it raises money to expand that infrastructure. That does not prove anything is wrong, but it does make the economics worth watching.
The real test is whether AI revenue can eventually justify the massive spending.
Smart move to secure the AI partnership, or a warning sign about how expensive the AI race has become?
#NVIDIA #Meta #Aİ #TechStocks #Investing
NVIDIA IS INVESTING $3 BILLION IN META’S AI FUNDRAISE 👀
NVIDIA and Meta are expanding their AI partnership and NVIDIA plans to invest $3 billion in Meta’s share offering.
Meta says its current stock and preferred-share offerings total about $35 billion, with a separate share-sale programme of up to $60 billion planned for 2027. The money will help fund Meta’s AI infrastructure buildout.
Here’s the question investors are asking: Could this create a circular flow of capital?
NVIDIA supplies the chips powering Meta’s AI ambitions, while also investing in Meta as it raises money to expand that infrastructure. That does not prove anything is wrong, but it does make the economics worth watching.
The real test is whether AI revenue can eventually justify the massive spending.
Smart move to secure the AI partnership, or a warning sign about how expensive the AI race has become?
#NVIDIA #Meta #Aİ #TechStocks #Investing
NVIDIA and Meta are expanding their AI partnership and NVIDIA plans to invest $3 billion in Meta’s share offering.
Meta says its current stock and preferred-share offerings total about $35 billion, with a separate share-sale programme of up to $60 billion planned for 2027. The money will help fund Meta’s AI infrastructure buildout.
Here’s the question investors are asking: Could this create a circular flow of capital?
NVIDIA supplies the chips powering Meta’s AI ambitions, while also investing in Meta as it raises money to expand that infrastructure. That does not prove anything is wrong, but it does make the economics worth watching.
The real test is whether AI revenue can eventually justify the massive spending.
Smart move to secure the AI partnership, or a warning sign about how expensive the AI race has become?
#NVIDIA #Meta #Aİ #TechStocks #Investing
119
·
--
Рост
A Major Development in AI and Technology!
According to the report, SpaceX’s reported $40 billion lease deal is designed to bring Nvidia’s next-generation Vera Rubin chips into its data center infrastructure. The key point: leasing could help SpaceX expand its computing capacity without paying the full cost upfront.
Financial takeaway: Potential demand for Nvidia, while SpaceX takes on substantial capital commitments and lease payments. The actual impact depends on the deal’s verification and execution.
#NVIDIA #SpaceX #AI #Finance
$NVDAB
{spot}(NVDABUSDT)
$SPCXB
{spot}(SPCXBUSDT)
A Major Development in AI and Technology!
According to the report, SpaceX’s reported $40 billion lease deal is designed to bring Nvidia’s next-generation Vera Rubin chips into its data center infrastructure. The key point: leasing could help SpaceX expand its computing capacity without paying the full cost upfront.
Financial takeaway: Potential demand for Nvidia, while SpaceX takes on substantial capital commitments and lease payments. The actual impact depends on the deal’s verification and execution.
#NVIDIA #SpaceX #AI #Finance
$NVDAB
$SPCXB
According to the report, SpaceX’s reported $40 billion lease deal is designed to bring Nvidia’s next-generation Vera Rubin chips into its data center infrastructure. The key point: leasing could help SpaceX expand its computing capacity without paying the full cost upfront.
Financial takeaway: Potential demand for Nvidia, while SpaceX takes on substantial capital commitments and lease payments. The actual impact depends on the deal’s verification and execution.
#NVIDIA #SpaceX #AI #Finance
$NVDAB
$SPCXB
127
NVIDIA (NVDA) is around $217.94, up about 2.4% today.
NVIDIA and Meta just expanded their AI partnership: Meta plans to deploy more NVIDIA systems, and NVIDIA will invest $3B in Meta.
That’s a powerful vote of confidence in AI agents—but when a supplier also invests in a major customer, investors may ask how much demand is truly independent.
My lean: bullish on the expanding AI ecosystem, with that customer-funding question worth watching.
Does this deal confirm durable demand—or blur the line between customer growth and supplier support?
#NVDA #NVIDIA #Semiconductors #meta
NVIDIA (NVDA) is around $217.94, up about 2.4% today.
NVIDIA and Meta just expanded their AI partnership: Meta plans to deploy more NVIDIA systems, and NVIDIA will invest $3B in Meta.
That’s a powerful vote of confidence in AI agents—but when a supplier also invests in a major customer, investors may ask how much demand is truly independent.
My lean: bullish on the expanding AI ecosystem, with that customer-funding question worth watching.
Does this deal confirm durable demand—or blur the line between customer growth and supplier support?
#NVDA #NVIDIA #Semiconductors #meta
NVIDIA and Meta just expanded their AI partnership: Meta plans to deploy more NVIDIA systems, and NVIDIA will invest $3B in Meta.
That’s a powerful vote of confidence in AI agents—but when a supplier also invests in a major customer, investors may ask how much demand is truly independent.
My lean: bullish on the expanding AI ecosystem, with that customer-funding question worth watching.
Does this deal confirm durable demand—or blur the line between customer growth and supplier support?
#NVDA #NVIDIA #Semiconductors #meta
116
·
--
Рост
$NVDA is trading at $215.93, down just 0.02%. Despite the slight decline, the company remains a major player in AI computing and advanced chips. Market participants are watching demand trends and future growth opportunities. What will
$NVDA
{future}(NVDAUSDT)
#BinancePick #BitmineAdds10452ETH #Write2Earn! #NVDA #NVIDIA
$NVDA is trading at $215.93, down just 0.02%. Despite the slight decline, the company remains a major player in AI computing and advanced chips. Market participants are watching demand trends and future growth opportunities. What will
$NVDA
#BinancePick #BitmineAdds10452ETH #Write2Earn! #NVDA #NVIDIA
$NVDA
#BinancePick #BitmineAdds10452ETH #Write2Earn! #NVDA #NVIDIA
1
118
NVIDIA 新品发布：Nemotron 3.5 Super VL 与 Bolt 模型解析
NVIDIA 最新推出的 Nemotron 3.5 Super VL 和 Bolt 模型，Super VL 以120亿参数领先，速度与准确性并重；Bolt 模型则平衡智能与速度，优化智能体工作。技术分析，看智能体新篇章。#NVIDIA #Nemotron3.5
NVIDIA 新品发布：Nemotron 3.5 Super VL 与 Bolt 模型解析
NVIDIA 最新推出的 Nemotron 3.5 Super VL 和 Bolt 模型，Super VL 以120亿参数领先，速度与准确性并重；Bolt 模型则平衡智能与速度，优化智能体工作。技术分析，看智能体新篇章。#NVIDIA #Nemotron3.5
NVIDIA 最新推出的 Nemotron 3.5 Super VL 和 Bolt 模型，Super VL 以120亿参数领先，速度与准确性并重；Bolt 模型则平衡智能与速度，优化智能体工作。技术分析，看智能体新篇章。#NVIDIA #Nemotron3.5
·
--
英伟达想买下 AI 圈的「GitHub」，DOJ 先来敲门了 👀
10-28 Reuters 独家（CNBC 随后向知情人士确认）：美国司法部正在问询 Nvidia 以 $12.93B 收购 Hugging Face 这笔交易，会不会伤害 AI 竞争。
几个硬信息：
1️⃣ DOJ 关心的核心问题：这笔交易会不会让 Nvidia 拿下 AI 的一个「基础分发入口」，以及会不会借此打压对手、获得额外筹码；官员还在打听 Hugging Face 的竞争对手情况
2️⃣ 这是一个更大调查的一部分：问询范围覆盖 Nvidia 的收购、投资、销售方式，以及有没有向客户施压。调查从 Biden 时期开始，到 Trump 政府继续推进
3️⃣ 被翻出来的旧账：SchedMD、Run:ai，还有 Groq 技术授权那笔交易——官员在看 Nvidia 是否用 AI 芯片配额去捆绑网络设备和 Groq 处理器
4️⃣ Hugging Face 体量：按 Nvidia 9 月公告，超过 1800 万人、20 万家公司在上面分享至少 300 万个模型和 50 万个数据集
5️⃣ Nvidia 预计 2027 上半年完成交割，并表示 Hugging Face 会继续支持各家芯片、云和 AI 厂商。Nvidia 拒绝置评，DOJ 也不评论具体案件
我的看法：
调查 ≠ 违法，也不一定走到起诉，Reuters 原文也这么写。真正值得盯的是「开源模型的分发入口归谁」——卖铲子的想把铲子店也买下，监管多看两眼很正常。
对 AI 叙事和美股长期逻辑，我的判断不变：Nasdaq-100 这台机器靠的就是这些公司在竞争和监管里一路被打磨。短线情绪归情绪，别拿一条问询新闻去做空科技文明 😂
链上这边 AI agent、开源模型赛道的朋友，可以顺便关注一下 Hugging Face 中立性会不会被写进交易条件。
来源：Reuters（10-28 独家）、CNBC、Bloomberg 转述
不构成投资建议，DYOR。
#Nvidia #AI #HuggingFace #美股
英伟达想买下 AI 圈的「GitHub」，DOJ 先来敲门了 👀
10-28 Reuters 独家（CNBC 随后向知情人士确认）：美国司法部正在问询 Nvidia 以 $12.93B 收购 Hugging Face 这笔交易，会不会伤害 AI 竞争。
几个硬信息：
1️⃣ DOJ 关心的核心问题：这笔交易会不会让 Nvidia 拿下 AI 的一个「基础分发入口」，以及会不会借此打压对手、获得额外筹码；官员还在打听 Hugging Face 的竞争对手情况
2️⃣ 这是一个更大调查的一部分：问询范围覆盖 Nvidia 的收购、投资、销售方式，以及有没有向客户施压。调查从 Biden 时期开始，到 Trump 政府继续推进
3️⃣ 被翻出来的旧账：SchedMD、Run:ai，还有 Groq 技术授权那笔交易——官员在看 Nvidia 是否用 AI 芯片配额去捆绑网络设备和 Groq 处理器
4️⃣ Hugging Face 体量：按 Nvidia 9 月公告，超过 1800 万人、20 万家公司在上面分享至少 300 万个模型和 50 万个数据集
5️⃣ Nvidia 预计 2027 上半年完成交割，并表示 Hugging Face 会继续支持各家芯片、云和 AI 厂商。Nvidia 拒绝置评，DOJ 也不评论具体案件
我的看法：
调查 ≠ 违法，也不一定走到起诉，Reuters 原文也这么写。真正值得盯的是「开源模型的分发入口归谁」——卖铲子的想把铲子店也买下，监管多看两眼很正常。
对 AI 叙事和美股长期逻辑，我的判断不变：Nasdaq-100 这台机器靠的就是这些公司在竞争和监管里一路被打磨。短线情绪归情绪，别拿一条问询新闻去做空科技文明 😂
链上这边 AI agent、开源模型赛道的朋友，可以顺便关注一下 Hugging Face 中立性会不会被写进交易条件。
来源：Reuters（10-28 独家）、CNBC、Bloomberg 转述
不构成投资建议，DYOR。
#Nvidia #AI #HuggingFace #美股
10-28 Reuters 独家（CNBC 随后向知情人士确认）：美国司法部正在问询 Nvidia 以 $12.93B 收购 Hugging Face 这笔交易，会不会伤害 AI 竞争。
几个硬信息：
1️⃣ DOJ 关心的核心问题：这笔交易会不会让 Nvidia 拿下 AI 的一个「基础分发入口」，以及会不会借此打压对手、获得额外筹码；官员还在打听 Hugging Face 的竞争对手情况
2️⃣ 这是一个更大调查的一部分：问询范围覆盖 Nvidia 的收购、投资、销售方式，以及有没有向客户施压。调查从 Biden 时期开始，到 Trump 政府继续推进
3️⃣ 被翻出来的旧账：SchedMD、Run:ai，还有 Groq 技术授权那笔交易——官员在看 Nvidia 是否用 AI 芯片配额去捆绑网络设备和 Groq 处理器
4️⃣ Hugging Face 体量：按 Nvidia 9 月公告，超过 1800 万人、20 万家公司在上面分享至少 300 万个模型和 50 万个数据集
5️⃣ Nvidia 预计 2027 上半年完成交割，并表示 Hugging Face 会继续支持各家芯片、云和 AI 厂商。Nvidia 拒绝置评，DOJ 也不评论具体案件
我的看法：
调查 ≠ 违法，也不一定走到起诉，Reuters 原文也这么写。真正值得盯的是「开源模型的分发入口归谁」——卖铲子的想把铲子店也买下，监管多看两眼很正常。
对 AI 叙事和美股长期逻辑，我的判断不变：Nasdaq-100 这台机器靠的就是这些公司在竞争和监管里一路被打磨。短线情绪归情绪，别拿一条问询新闻去做空科技文明 😂
链上这边 AI agent、开源模型赛道的朋友，可以顺便关注一下 Hugging Face 中立性会不会被写进交易条件。
来源：Reuters（10-28 独家）、CNBC、Bloomberg 转述
不构成投资建议，DYOR。
#Nvidia #AI #HuggingFace #美股
190
🚨 #NVIDIA Could Be More Than a Chipmaker in Meta’s $95 Billion Plan!
CNBC reports that Meta Platforms plans to raise up to $95 billion through public equity offerings and an at-the-market program. NVIDIA, AMD, and Broadcom were named as potential cornerstone investors, with the group potentially contributing up to $5 billion. In the supplied market data, $NVDA gained 2.85% to $217.03.
{stock_us}(NVDA.US)
📊 The bigger story is how AI infrastructure is being financed. NVIDIA could benefit if this strengthens its relationship with major AI customers, but investors will also question whether financing arrangements create circular exposure across the AI supply chain.
🎯 Watch for NVIDIA’s confirmed participation, hyperscaler spending plans, order growth, and margins. Financing headlines can spark momentum, but sustainable demand must support valuations.
Is NVIDIA becoming both an AI supplier and a key player in funding the AI boom?
$NVDAB $METAB $AMDB #CoinVahini #NVIDIA #ArtificialIntelligence #StockMarket
🚨 #NVIDIA Could Be More Than a Chipmaker in Meta’s $95 Billion Plan!
CNBC reports that Meta Platforms plans to raise up to $95 billion through public equity offerings and an at-the-market program. NVIDIA, AMD, and Broadcom were named as potential cornerstone investors, with the group potentially contributing up to $5 billion. In the supplied market data, $NVDA gained 2.85% to $217.03.
📊 The bigger story is how AI infrastructure is being financed. NVIDIA could benefit if this strengthens its relationship with major AI customers, but investors will also question whether financing arrangements create circular exposure across the AI supply chain.
🎯 Watch for NVIDIA’s confirmed participation, hyperscaler spending plans, order growth, and margins. Financing headlines can spark momentum, but sustainable demand must support valuations.
Is NVIDIA becoming both an AI supplier and a key player in funding the AI boom?
$NVDAB $METAB $AMDB #CoinVahini #NVIDIA #ArtificialIntelligence #StockMarket
CNBC reports that Meta Platforms plans to raise up to $95 billion through public equity offerings and an at-the-market program. NVIDIA, AMD, and Broadcom were named as potential cornerstone investors, with the group potentially contributing up to $5 billion. In the supplied market data, $NVDA gained 2.85% to $217.03.
📊 The bigger story is how AI infrastructure is being financed. NVIDIA could benefit if this strengthens its relationship with major AI customers, but investors will also question whether financing arrangements create circular exposure across the AI supply chain.
🎯 Watch for NVIDIA’s confirmed participation, hyperscaler spending plans, order growth, and margins. Financing headlines can spark momentum, but sustainable demand must support valuations.
Is NVIDIA becoming both an AI supplier and a key player in funding the AI boom?
$NVDAB $METAB $AMDB #CoinVahini #NVIDIA #ArtificialIntelligence #StockMarket
25
·
--
Статья
NVIDIA Stock: Can AI Growth Drive the Next Rally $NVDAB 🚀
NVIDIA (NVDA) remains a major company to watch in the artificial intelligence (AI) industry. Its GPUs power AI models, data centers, and advanced computing systems.
Growing demand for AI infrastructure could support NVIDIA’s long-term growth. However, competition, market volatility, and high stock valuations remain important risks for investors.
My view: NVIDIA has strong AI potential, but investors should research current prices and company results before making any decision. No stock guarantees profit.
💬 Question: Do you think NVIDIA can continue leading the AI revolution?
#NVIDIA #NVDA #Aİ #stockmarket #Investing
— Miraj Misu
{spot}(NVDABUSDT)
NVIDIA Stock: Can AI Growth Drive the Next Rally
$NVDAB 🚀
NVIDIA (NVDA) remains a major company to watch in the artificial intelligence (AI) industry. Its GPUs power AI models, data centers, and advanced computing systems.
Growing demand for AI infrastructure could support NVIDIA’s long-term growth. However, competition, market volatility, and high stock valuations remain important risks for investors.
My view: NVIDIA has strong AI potential, but investors should research current prices and company results before making any decision. No stock guarantees profit.
💬 Question: Do you think NVIDIA can continue leading the AI revolution?
#NVIDIA #NVDA #Aİ #stockmarket #Investing
— Miraj Misu
NVIDIA (NVDA) remains a major company to watch in the artificial intelligence (AI) industry. Its GPUs power AI models, data centers, and advanced computing systems.
Growing demand for AI infrastructure could support NVIDIA’s long-term growth. However, competition, market volatility, and high stock valuations remain important risks for investors.
My view: NVIDIA has strong AI potential, but investors should research current prices and company results before making any decision. No stock guarantees profit.
💬 Question: Do you think NVIDIA can continue leading the AI revolution?
#NVIDIA #NVDA #Aİ #stockmarket #Investing
— Miraj Misu
6
NVIDIA Nemotron 3.5 带来多语言转录新篇章
NVIDIA最新发布Nemotron 3.5，新增Granary v2数据管道，支持多语言转录、说话人识别、翻译及音频问答。技术驱动，功能全面，专业分析必备。#NVIDIA #AI转录
NVIDIA Nemotron 3.5 带来多语言转录新篇章
NVIDIA最新发布Nemotron 3.5，新增Granary v2数据管道，支持多语言转录、说话人识别、翻译及音频问答。技术驱动，功能全面，专业分析必备。#NVIDIA #AI转录
NVIDIA最新发布Nemotron 3.5，新增Granary v2数据管道，支持多语言转录、说话人识别、翻译及音频问答。技术驱动，功能全面，专业分析必备。#NVIDIA #AI转录
·
--
Статья
Nvidia Has Lost The China AI Accelerator MarketNvidia has lost its AI accelerator market in China, according to coverage of the company's position in the region.
The loss follows export controls that restrict the sale of advanced AI chips to Chinese customers, pushing buyers toward domestic alternatives.
China was historically a significant revenue pool. Losing it changes the shape of the addressable market even as demand elsewhere keeps growing.
The competitive consequence is the more important part: a restricted market is where domestic chipmakers iterate fastest, with guaranteed volume and no foreign competitor at the high end.
Nvidia has not framed this as permanent, and the policy environment is the variable that would determine any reversal.
What is harder to rebuild: market share or supply chain? $NVDA #Nvidia #AI #Chips #BinanceSquare
Nvidia Has Lost The China AI Accelerator Market
Nvidia has lost its AI accelerator market in China, according to coverage of the company's position in the region.
The loss follows export controls that restrict the sale of advanced AI chips to Chinese customers, pushing buyers toward domestic alternatives.
China was historically a significant revenue pool. Losing it changes the shape of the addressable market even as demand elsewhere keeps growing.
The competitive consequence is the more important part: a restricted market is where domestic chipmakers iterate fastest, with guaranteed volume and no foreign competitor at the high end.
Nvidia has not framed this as permanent, and the policy environment is the variable that would determine any reversal.
What is harder to rebuild: market share or supply chain? $NVDA #Nvidia #AI #Chips #BinanceSquare
The loss follows export controls that restrict the sale of advanced AI chips to Chinese customers, pushing buyers toward domestic alternatives.
China was historically a significant revenue pool. Losing it changes the shape of the addressable market even as demand elsewhere keeps growing.
The competitive consequence is the more important part: a restricted market is where domestic chipmakers iterate fastest, with guaranteed volume and no foreign competitor at the high end.
Nvidia has not framed this as permanent, and the policy environment is the variable that would determine any reversal.
What is harder to rebuild: market share or supply chain? $NVDA #Nvidia #AI #Chips #BinanceSquare
106
·
--
NVIDIA × META | KOLABORASI AI
🚀EKOSISTEM AI TERUS BERKEMBANG!
Kolaborasi Nvidia dan Meta menyoroti besarnya kebutuhan komputasi untuk pengembangan AI. Ekspansi infrastruktur dan pusat data berpotensi membuka peluang bagi perusahaan teknologi terkait.
🎯Saham yang perlu dipantau:
- NVDA: Chip dan komputasi AI.
- META: Pengembangan AI dan pusat data.
- CRWV: Infrastruktur cloud berbasis GPU.
💡Fokus pasar: Permintaan chip AI, belanja pusat data, dan prospek pertumbuhan bisnis.
⚠️Pantau volatilitas dan lakukan riset sebelum mengambil keputusan investasi. #NVIDIA #META #CRWV #AI
NVIDIA × META | KOLABORASI AI
🚀EKOSISTEM AI TERUS BERKEMBANG!
Kolaborasi Nvidia dan Meta menyoroti besarnya kebutuhan komputasi untuk pengembangan AI. Ekspansi infrastruktur dan pusat data berpotensi membuka peluang bagi perusahaan teknologi terkait.
🎯Saham yang perlu dipantau:
- NVDA: Chip dan komputasi AI.
- META: Pengembangan AI dan pusat data.
- CRWV: Infrastruktur cloud berbasis GPU.
💡Fokus pasar: Permintaan chip AI, belanja pusat data, dan prospek pertumbuhan bisnis.
⚠️Pantau volatilitas dan lakukan riset sebelum mengambil keputusan investasi. #NVIDIA #META #CRWV #AI
🚀EKOSISTEM AI TERUS BERKEMBANG!
Kolaborasi Nvidia dan Meta menyoroti besarnya kebutuhan komputasi untuk pengembangan AI. Ekspansi infrastruktur dan pusat data berpotensi membuka peluang bagi perusahaan teknologi terkait.
🎯Saham yang perlu dipantau:
- NVDA: Chip dan komputasi AI.
- META: Pengembangan AI dan pusat data.
- CRWV: Infrastruktur cloud berbasis GPU.
💡Fokus pasar: Permintaan chip AI, belanja pusat data, dan prospek pertumbuhan bisnis.
⚠️Pantau volatilitas dan lakukan riset sebelum mengambil keputusan investasi. #NVIDIA #META #CRWV #AI
104
·
--
Рост
🚨 الجميع يتحدث عن فقاعة الذكاء الاصطناعي فهل اقترب الانفجار؟
بصراحة، أرى أن الحديث عن انفجار الفقاعة قد يكون سابقا لأوانه. تكلمت عن هذا الموضوع قبل أشهر، وما زلت أرى أن الخطر موجود، وقد يكون أحد الأحداث السوداء القادمة للأسواق، لكن ليس بالضرورة الآن.
الذكاء الاصطناعي ما زال يتطور بسرعة، والشركات تواصل إطلاق منتجات وتحديثات جديدة، كما أن نتائجها الفصلية تظهر نموا في أعمال الحوسبة السحابية والطلب على خدمات AI.
المشكلة الحقيقية ليست في الذكاء الاصطناعي نفسه، بل في حجم الأموال التي تضخ فيه، وهل ستتحول هذه الاستثمارات إلى أرباح وتدفقات نقدية كافية. لذلك أصبحت الأسواق تراقب العائد من الإنفاق، وليس النمو وحده.
👀 غدا، الأربعاء، موعد مهم: إعلان نتائج أرباح $GOOGL و$MSFT ، وسنراقب نمو Google Cloud وAzure، وحجم الإنفاق على مراكز البيانات، وما إذا كانت الشركات قادرة على تحويل هذا الإنفاق إلى عوائد فعلية.
لكن الاختبار الأكبر بالنسبة لي سيكون مع نتائج $NVDA في 18 نوفمبر. إنفيديا في قلب منظومة شرائح الذكاء الاصطناعي، ونتائجها وتوقعاتها ستعطينا صورة مهمة عن استمرار الطلب وقد تكون محركا كبيرا للأسهم والكريبتو 📈
#CanMicrosoftDeliverOnAI
#CanGoogleDefindItsCore
#NVIDIA #CryptoNews
{spot}(NVDABUSDT)
{spot}(MSFTBUSDT)
{spot}(GOOGLBUSDT)
🚨 الجميع يتحدث عن فقاعة الذكاء الاصطناعي فهل اقترب الانفجار؟
بصراحة، أرى أن الحديث عن انفجار الفقاعة قد يكون سابقا لأوانه. تكلمت عن هذا الموضوع قبل أشهر، وما زلت أرى أن الخطر موجود، وقد يكون أحد الأحداث السوداء القادمة للأسواق، لكن ليس بالضرورة الآن.
الذكاء الاصطناعي ما زال يتطور بسرعة، والشركات تواصل إطلاق منتجات وتحديثات جديدة، كما أن نتائجها الفصلية تظهر نموا في أعمال الحوسبة السحابية والطلب على خدمات AI.
المشكلة الحقيقية ليست في الذكاء الاصطناعي نفسه، بل في حجم الأموال التي تضخ فيه، وهل ستتحول هذه الاستثمارات إلى أرباح وتدفقات نقدية كافية. لذلك أصبحت الأسواق تراقب العائد من الإنفاق، وليس النمو وحده.
👀 غدا، الأربعاء، موعد مهم: إعلان نتائج أرباح $GOOGL و$MSFT ، وسنراقب نمو Google Cloud وAzure، وحجم الإنفاق على مراكز البيانات، وما إذا كانت الشركات قادرة على تحويل هذا الإنفاق إلى عوائد فعلية.
لكن الاختبار الأكبر بالنسبة لي سيكون مع نتائج $NVDA في 18 نوفمبر. إنفيديا في قلب منظومة شرائح الذكاء الاصطناعي، ونتائجها وتوقعاتها ستعطينا صورة مهمة عن استمرار الطلب وقد تكون محركا كبيرا للأسهم والكريبتو 📈
#CanMicrosoftDeliverOnAI
#CanGoogleDefindItsCore
#NVIDIA #CryptoNews
بصراحة، أرى أن الحديث عن انفجار الفقاعة قد يكون سابقا لأوانه. تكلمت عن هذا الموضوع قبل أشهر، وما زلت أرى أن الخطر موجود، وقد يكون أحد الأحداث السوداء القادمة للأسواق، لكن ليس بالضرورة الآن.
الذكاء الاصطناعي ما زال يتطور بسرعة، والشركات تواصل إطلاق منتجات وتحديثات جديدة، كما أن نتائجها الفصلية تظهر نموا في أعمال الحوسبة السحابية والطلب على خدمات AI.
المشكلة الحقيقية ليست في الذكاء الاصطناعي نفسه، بل في حجم الأموال التي تضخ فيه، وهل ستتحول هذه الاستثمارات إلى أرباح وتدفقات نقدية كافية. لذلك أصبحت الأسواق تراقب العائد من الإنفاق، وليس النمو وحده.
👀 غدا، الأربعاء، موعد مهم: إعلان نتائج أرباح $GOOGL و$MSFT ، وسنراقب نمو Google Cloud وAzure، وحجم الإنفاق على مراكز البيانات، وما إذا كانت الشركات قادرة على تحويل هذا الإنفاق إلى عوائد فعلية.
لكن الاختبار الأكبر بالنسبة لي سيكون مع نتائج $NVDA في 18 نوفمبر. إنفيديا في قلب منظومة شرائح الذكاء الاصطناعي، ونتائجها وتوقعاتها ستعطينا صورة مهمة عن استمرار الطلب وقد تكون محركا كبيرا للأسهم والكريبتو 📈
#CanMicrosoftDeliverOnAI
#CanGoogleDefindItsCore
#NVIDIA #CryptoNews
1
3
858
NVIDIA (NVDA) is around $210.96, down about 0.6% today and nearly 7.5% this month.
The AI trade is cooling, but the business behind it still has momentum: NVIDIA reported $96.2B in quarterly revenue, up 106% year over year. The question is whether demand can keep outpacing rising expectations.
My lean: cautiously bullish on the pullback, while watching for signs that AI spending is translating into continued growth.
Is this a buying opportunity—or a warning that the AI trade is crowded?
#NVDA #NVIDIA #Aİ
NVIDIA (NVDA) is around $210.96, down about 0.6% today and nearly 7.5% this month.
The AI trade is cooling, but the business behind it still has momentum: NVIDIA reported $96.2B in quarterly revenue, up 106% year over year. The question is whether demand can keep outpacing rising expectations.
My lean: cautiously bullish on the pullback, while watching for signs that AI spending is translating into continued growth.
Is this a buying opportunity—or a warning that the AI trade is crowded?
#NVDA #NVIDIA #Aİ
The AI trade is cooling, but the business behind it still has momentum: NVIDIA reported $96.2B in quarterly revenue, up 106% year over year. The question is whether demand can keep outpacing rising expectations.
My lean: cautiously bullish on the pullback, while watching for signs that AI spending is translating into continued growth.
Is this a buying opportunity—or a warning that the AI trade is crowded?
#NVDA #NVIDIA #Aİ
81
·
--
Статья
Jensen Huang Reaffirms His $4 Trillion AI Spending ProjectionNvidia CEO Jensen Huang has reaffirmed his projection that AI spending will reach $4 trillion, according to coverage of his recent remarks.
The number is a cumulative view of the infrastructure build-out needed to run AI at scale, not a revenue forecast for any single company.
The figure matters because it sets the bar for what chipmakers, data center operators and power providers are planning against. If the build-out tracks that path, the demand for accelerators and memory stays elevated.
It also sets up a wide gap between the projection and what is actually being spent today, which is where the debate lives.
Huang has made versions of this argument repeatedly, and the market has learned to treat it as a directional signal rather than a forecast.
Is $4 trillion realistic for AI infrastructure, or aspirational framing? $NVDA #Nvidia #AI #JensenHuang #BinanceSquare
Jensen Huang Reaffirms His $4 Trillion AI Spending Projection
Nvidia CEO Jensen Huang has reaffirmed his projection that AI spending will reach $4 trillion, according to coverage of his recent remarks.
The number is a cumulative view of the infrastructure build-out needed to run AI at scale, not a revenue forecast for any single company.
The figure matters because it sets the bar for what chipmakers, data center operators and power providers are planning against. If the build-out tracks that path, the demand for accelerators and memory stays elevated.
It also sets up a wide gap between the projection and what is actually being spent today, which is where the debate lives.
Huang has made versions of this argument repeatedly, and the market has learned to treat it as a directional signal rather than a forecast.
Is $4 trillion realistic for AI infrastructure, or aspirational framing? $NVDA #Nvidia #AI #JensenHuang #BinanceSquare
The number is a cumulative view of the infrastructure build-out needed to run AI at scale, not a revenue forecast for any single company.
The figure matters because it sets the bar for what chipmakers, data center operators and power providers are planning against. If the build-out tracks that path, the demand for accelerators and memory stays elevated.
It also sets up a wide gap between the projection and what is actually being spent today, which is where the debate lives.
Huang has made versions of this argument repeatedly, and the market has learned to treat it as a directional signal rather than a forecast.
Is $4 trillion realistic for AI infrastructure, or aspirational framing? $NVDA #Nvidia #AI #JensenHuang #BinanceSquare
60
Войдите, чтобы посмотреть больше материала
Присоединяйтесь к пользователям криптовалют по всему миру на Binance Square
⚡️ Получайте новейшую и полезную информацию о криптоактивах.
💬 Нам доверяет крупнейшая в мире криптобиржа.
👍 Получите достоверные аналитические данные от верифицированных создателей контента.
Эл. почта/номер телефона
В тренде
1
#FedWatch
Просмотров: 16.3M
39,405 обсуждают
2
#EarningsSeason
Просмотров: 6.4M
32,103 обсуждают
3
#USMidtermElections
Просмотров: 43,486
630 обсуждают
4
#BitcoinDropsBelow$80K
Просмотров: 29,346
120 обсуждают
5
#BoEOpensConsultationOnTokenizedCollateralForClearing
Просмотров: 636
30 обсуждают
6
#BrazilCryptoExchangesMustApplyForLicensesByFriday
Просмотров: 33,332
506 обсуждают
7
#ICEPartnersWithTradeXYZToBringPerpetualContractsToUS
Просмотров: 708
19 обсуждают
8
#SolidusLabsReportsSuspected$170MSpoofingOnHyperliquidOilContracts
Просмотров: 1,643
28 обсуждают
9
#StanDruckenmillerBecomesInvestorInTradeXYZ
Просмотров: 25,010
439 обсуждают
10
#RussiaProposedNonCustodialWalletLimitsExcludeIntlSettlements
Просмотров: 2,146
41 обсуждают