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🧠 AI + Blockchain: Nvidia Partners With Avalanche
New frontier for decentralized AI models. Huge long-term potential.
#AI #Nvidia #Avalanche #BlockchainAI #Web3Innovation #salma6422
New frontier for decentralized AI models. Huge long-term potential.
#AI #Nvidia #Avalanche #BlockchainAI #Web3Innovation #salma6422
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$AMD(AMD)$ 【AMD Strikes at NVLink: Can the Open Helios Cabinet Disrupt the AI Landscape?】
Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters.
AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform.
💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors?
Not an investment suggestion.
#AMD #NVIDIA
Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters.
AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform.
💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors?
Not an investment suggestion.
#AMD #NVIDIA
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Bitcoin mining company IREN raises 450 million USD in convertible bonds: A transformation into a new force
IREN (formerly Iris Energy), a Bitcoin mining company, has successfully raised 450 million USD through a convertible bond issuance maturing in 2030, with an attractive interest rate of only 3.25% per year. This capital will be used to limit equity dilution, repurchase outstanding shares, and most importantly, expand AI data centers.
The attraction of significant cash flow is not coincidental. The company operates large data centers in the US and Canada with a total connected capacity of up to 2,910 MW.
The attraction of significant cash flow is not coincidental. The company operates large data centers in the US and Canada with a total connected capacity of up to 2,910 MW.
#NVIDIA
📈 NVIDIA (NVDA): The AI King – Growth or Overvaluation? 👑
💡 NVIDIA has become the face of AI, powering everything from ChatGPT to autonomous vehicles. With a market cap now rivaling tech giants, NVDA stock has skyrocketed over 230% in the last 12 months.
But as the hype builds, so do the questions:
⚠️ Is NVDA’s valuation sustainable?
With a P/E ratio over 70 and soaring demand for AI chips, some investors see unstoppable growth. Others fear we're in bubble territory.
🚀 Bull Case:
Dominates the AI GPU market (80%+ share)
Strategic moves in data centers & software (CUDA, Omniverse)
Earnings beating Wall Street expectations quarter after quarter
🐻 Bear Case:
– Sky-high valuation vs. historical averages
– Rising competition from AMD, Intel & custom AI chips (e.g. from Google & Tesla)
– AI adoption may not monetize as fast as stock price implies
📊 TL;DR:
NVDA is undeniably the AI leader, but is Wall Street pricing in too much future too soon?
🔍 Your Turn:
Are you bullish on NVDA's dominance, or do you smell a correction brewing?
👇 Drop your thoughts in the comments!
#NVIDIA #TechStocks #Binance #AIRevolution
📈 NVIDIA (NVDA): The AI King – Growth or Overvaluation? 👑
💡 NVIDIA has become the face of AI, powering everything from ChatGPT to autonomous vehicles. With a market cap now rivaling tech giants, NVDA stock has skyrocketed over 230% in the last 12 months.
But as the hype builds, so do the questions:
⚠️ Is NVDA’s valuation sustainable?
With a P/E ratio over 70 and soaring demand for AI chips, some investors see unstoppable growth. Others fear we're in bubble territory.
🚀 Bull Case:
Dominates the AI GPU market (80%+ share)
Strategic moves in data centers & software (CUDA, Omniverse)
Earnings beating Wall Street expectations quarter after quarter
🐻 Bear Case:
– Sky-high valuation vs. historical averages
– Rising competition from AMD, Intel & custom AI chips (e.g. from Google & Tesla)
– AI adoption may not monetize as fast as stock price implies
📊 TL;DR:
NVDA is undeniably the AI leader, but is Wall Street pricing in too much future too soon?
🔍 Your Turn:
Are you bullish on NVDA's dominance, or do you smell a correction brewing?
👇 Drop your thoughts in the comments!
#NVIDIA #TechStocks #Binance #AIRevolution
🚨 AI + Crypto = Explosive Growth!
NVIDIA just hit a $3 trillion market cap — and AI-based crypto tokens like FET, OCEAN, and RNDR are taking off! 🚀
💡 Experts say this could be the start of the next altseason led by AI-powered projects.
📊 Don't miss the wave — explore, invest, and earn.
🪙 #AICrypto #NVIDIA #FET #RNDR #Write2Earn #Binance #AltcoinSeason #CryptoNews #Inkerner
NVIDIA just hit a $3 trillion market cap — and AI-based crypto tokens like FET, OCEAN, and RNDR are taking off! 🚀
💡 Experts say this could be the start of the next altseason led by AI-powered projects.
📊 Don't miss the wave — explore, invest, and earn.
🪙 #AICrypto #NVIDIA #FET #RNDR #Write2Earn #Binance #AltcoinSeason #CryptoNews #Inkerner
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Nvidia surpasses Microsoft and becomes the highest market value globally at $3.4 trillion
#NVIDIA
The smart chip design company, Nvidia, has regained the title of the most valuable company in the global stock market, surpassing Microsoft and Apple.
The giant artificial intelligence chipmaker, led by its CEO Jensen Huang, surpassed Microsoft after its stock jumped by 3 percent, reaching $141.2.
The smart chip design company, Nvidia, has regained the title of the most valuable company in the global stock market, surpassing Microsoft and Apple.
The giant artificial intelligence chipmaker, led by its CEO Jensen Huang, surpassed Microsoft after its stock jumped by 3 percent, reaching $141.2.
$TAO
#Nvidia $44 Billion Quarter: Why AI Coins RENDER, FET, and TAO Deserve Attention.
NVIDIA’s Q1 earnings mark a 69% year-over-year increase, driven by strong AI chip demand
FET is part of the Artificial Superintelligence Alliance, whose goal is to integrate AI with blockchain for autonomous agent-based services
TAO has the biggest market cap out of the three, with $3.77 billion
#Nvidia $44 Billion Quarter: Why AI Coins RENDER, FET, and TAO Deserve Attention.
NVIDIA’s Q1 earnings mark a 69% year-over-year increase, driven by strong AI chip demand
FET is part of the Artificial Superintelligence Alliance, whose goal is to integrate AI with blockchain for autonomous agent-based services
TAO has the biggest market cap out of the three, with $3.77 billion
🚨 BLOOMBERG: Nvidia announces it will build supercomputers entirely in the U.S. 🇺🇸
🌐 A major win for domestic tech & AI infrastructure.
🚀 Silicon Valley just leveled up.
#NVIDIA #Aİ #Supercomputers #TechNews
🌐 A major win for domestic tech & AI infrastructure.
🚀 Silicon Valley just leveled up.
#NVIDIA #Aİ #Supercomputers #TechNews
Fundamental vs. Technical Analysis: Which One is Better for You? 🏆📊
Which is Better?
It Depends on Your Goals!
If you're a long-term investor: 🏦 Go for Fundamental Analysis. It's like planting a tree and watching it grow over time. 🌳If you're a short-term trader: 🚀 Go for Technical Analysis. It's like surfing the waves for quick wins. 🏄♂️
Example:
Long-term: Invest in a strong company like NVIDIA Corporation (NVDA) using FA to ensure it's a good, healthy company. 📈Short-term: Trade Bitcoin (BTC) using TA to predict price spikes and dips, making quick profits. 📉🔄📈
Hybrid Strategy:
Why not both? Many successful investors use a combination of FA and TA for a balanced approach. 📊🤝📉
Note: Detailed explanations of both Fundamental and Technical Analysis are covered in separate posts.
Disclaimer: I am not responsible for any trading decisions you make. Always do your own research or consult with a financial advisor before making investment decisions. 🚨
#nvidia #BTC☀ #NVIDIABlackwell
Which is Better?
It Depends on Your Goals!
If you're a long-term investor: 🏦 Go for Fundamental Analysis. It's like planting a tree and watching it grow over time. 🌳If you're a short-term trader: 🚀 Go for Technical Analysis. It's like surfing the waves for quick wins. 🏄♂️
Example:
Long-term: Invest in a strong company like NVIDIA Corporation (NVDA) using FA to ensure it's a good, healthy company. 📈Short-term: Trade Bitcoin (BTC) using TA to predict price spikes and dips, making quick profits. 📉🔄📈
Hybrid Strategy:
Why not both? Many successful investors use a combination of FA and TA for a balanced approach. 📊🤝📉
Note: Detailed explanations of both Fundamental and Technical Analysis are covered in separate posts.
Disclaimer: I am not responsible for any trading decisions you make. Always do your own research or consult with a financial advisor before making investment decisions. 🚨
#nvidia #BTC☀ #NVIDIABlackwell
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Today NVIDIA's earnings report will be announced. The results of the report will be significant for cryptocurrencies.
Last month, a record drop reaching $589 billion occurred with an impact of #DeepSeek at #NVIDIA . This drop affected all cryptocurrencies, especially $BTC and $ETH.
News suggesting that the DeepSeek AI model is cheaper and better than ChatGPT had a strong impact on NVIDIA shares.
🔔 ChaptGPT uses NVIDIA's latest technology chips. The disclosure that DeepSeek provides this service with cheaper cost chips brought about the $589 billion drop. Subsequently, a sharp recovery was experienced.
The results of the earnings report to be shared today will clearly affect the U.S. and cryptocurrency markets.
#Altcoins #BTCDipOrRebound $BTC
Last month, a record drop reaching $589 billion occurred with an impact of #DeepSeek at #NVIDIA . This drop affected all cryptocurrencies, especially $BTC and $ETH.
News suggesting that the DeepSeek AI model is cheaper and better than ChatGPT had a strong impact on NVIDIA shares.
🔔 ChaptGPT uses NVIDIA's latest technology chips. The disclosure that DeepSeek provides this service with cheaper cost chips brought about the $589 billion drop. Subsequently, a sharp recovery was experienced.
The results of the earnings report to be shared today will clearly affect the U.S. and cryptocurrency markets.
#Altcoins #BTCDipOrRebound $BTC
🚨🇺🇸MARKETS OPEN IN THE RED AS CHIP CURBS SLAM TECH GIANTS
🔹S&P 500 down 0.89%, Nasdaq -0.45% at open
🔹NVIDIA sinks 7% after US tightens chip export rules to China
🔹"Magnificent Seven" tech stocks all down 1%+
🔹Bitcoin drops 0.31% as risk-off mood kicks in
#NVIDIA #TechStocks #Semiconductors #Bitcoin #Geopolitics
-RT, Yahoo$ETH
🔹S&P 500 down 0.89%, Nasdaq -0.45% at open
🔹NVIDIA sinks 7% after US tightens chip export rules to China
🔹"Magnificent Seven" tech stocks all down 1%+
🔹Bitcoin drops 0.31% as risk-off mood kicks in
#NVIDIA #TechStocks #Semiconductors #Bitcoin #Geopolitics
-RT, Yahoo$ETH
🚨China 🇨🇳 now reportedly faces up to a 245% tariff on imports to the United States 🇺🇸, according to this White House PR
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Deepseek 'overthrows' OpenAI with low costs, US and Crypto markets in turmoil
The Chinese AI company #Deepseek has caused a stir by creating an AI product that directly competes with OpenAI but at an extremely low cost. This success not only raises significant questions about the ability of American AI 'giants' to maintain their advantages but also creates negative sentiment in the US stock market, particularly for AI-related stocks such as #NVIDIA .
The widespread consequences of this information have also led to a decline in the Crypto market, as investors are concerned about the impact of fluctuations in the global technology sector. This event once again highlights China's increasingly significant influence in the global AI race.
The Chinese AI company #Deepseek has caused a stir by creating an AI product that directly competes with OpenAI but at an extremely low cost. This success not only raises significant questions about the ability of American AI 'giants' to maintain their advantages but also creates negative sentiment in the US stock market, particularly for AI-related stocks such as #NVIDIA .
The widespread consequences of this information have also led to a decline in the Crypto market, as investors are concerned about the impact of fluctuations in the global technology sector. This event once again highlights China's increasingly significant influence in the global AI race.
Nvidia Endorses DeepSeek’s AI Innovation Amid Stock Market Turmoil
Nvidia experienced a sharp 16.9% plunge in its stock price today, marking its most significant drop since March 2020. This downturn was triggered by groundbreaking developments from Chinese AI firm DeepSeek, which cast doubt on the dominance of U.S. technology companies in the AI space. The ripple effects of Nvidia's decline were felt across the tech sector, with companies like Micron and Arm Holdings dropping over 11% and 10%, while Advanced Micro Devices (AMD) and Broadcom suffered losses of 6% and 17%. Power infrastructure firms tied to AI also faced severe setbacks, with Constellation Energy and Vistra plummeting 20% and 28%, respectively.
DeepSeek’s recent strides in AI shook the industry. The company unveiled a free, open-source large language model built in just two months on a modest $6 million budget, a stark contrast to the billions typically spent by Western tech giants. Moreover, DeepSeek introduced a reasoning model that reportedly outperformed OpenAI’s latest offerings in third-party evaluations.
Nvidia Applauds DeepSeek’s Breakthrough
Despite the market turmoil, Nvidia issued a positive statement acknowledging DeepSeek’s contributions. According to CNBC, Nvidia described DeepSeek as “an excellent AI advancement and a testament to Test Time Scaling.” Nvidia emphasized that while DeepSeek’s models demonstrate innovative scaling laws, their deployment still relies heavily on Nvidia’s GPUs and high-performance networking infrastructure.
Industry leaders, including Marc Andreessen, co-founder of Andreessen Horowitz, praised DeepSeek's advancements, calling them “some of the most impressive innovations ever seen.” Wall Street analysts, however, expressed concern over the implications for U.S. dominance in AI. Citi analysts pointed out that DeepSeek’s success highlights how the cost of computing has become a critical factor in AI development.
The Future of AI Infrastructure
While DeepSeek’s achievements raise questions about the cost-efficiency of AI models, experts agree that the demand for high-end GPUs, such as those manufactured by Nvidia, will remain strong. The $500 billion Stargate AI project announced last week underscores this trend, reinforcing Nvidia’s vital role in the industry despite new competition.
Analysts from Bernstein and JPMorgan Chase provided a balanced perspective. Bernstein questioned the feasibility of DeepSeek’s reported $6 million budget, suggesting it might exclude earlier research. Meanwhile, JPMorgan noted that U.S. restrictions on AI-related exports might have inadvertently spurred faster innovation in China, allowing companies like DeepSeek to thrive.
This unfolding story signifies a turning point for the global AI sector. While Nvidia’s stock has taken a hit, the company’s infrastructure remains indispensable, and the industry’s evolution could open doors for further innovation and collaboration. The long-term outlook suggests a resilient market, with opportunities for those who adapt to the changing landscape.
#Nvidia #DeepSeekAI #TechInnovation #AILeadership #AIRevolution
DeepSeek’s recent strides in AI shook the industry. The company unveiled a free, open-source large language model built in just two months on a modest $6 million budget, a stark contrast to the billions typically spent by Western tech giants. Moreover, DeepSeek introduced a reasoning model that reportedly outperformed OpenAI’s latest offerings in third-party evaluations.
Nvidia Applauds DeepSeek’s Breakthrough
Despite the market turmoil, Nvidia issued a positive statement acknowledging DeepSeek’s contributions. According to CNBC, Nvidia described DeepSeek as “an excellent AI advancement and a testament to Test Time Scaling.” Nvidia emphasized that while DeepSeek’s models demonstrate innovative scaling laws, their deployment still relies heavily on Nvidia’s GPUs and high-performance networking infrastructure.
Industry leaders, including Marc Andreessen, co-founder of Andreessen Horowitz, praised DeepSeek's advancements, calling them “some of the most impressive innovations ever seen.” Wall Street analysts, however, expressed concern over the implications for U.S. dominance in AI. Citi analysts pointed out that DeepSeek’s success highlights how the cost of computing has become a critical factor in AI development.
The Future of AI Infrastructure
While DeepSeek’s achievements raise questions about the cost-efficiency of AI models, experts agree that the demand for high-end GPUs, such as those manufactured by Nvidia, will remain strong. The $500 billion Stargate AI project announced last week underscores this trend, reinforcing Nvidia’s vital role in the industry despite new competition.
Analysts from Bernstein and JPMorgan Chase provided a balanced perspective. Bernstein questioned the feasibility of DeepSeek’s reported $6 million budget, suggesting it might exclude earlier research. Meanwhile, JPMorgan noted that U.S. restrictions on AI-related exports might have inadvertently spurred faster innovation in China, allowing companies like DeepSeek to thrive.
This unfolding story signifies a turning point for the global AI sector. While Nvidia’s stock has taken a hit, the company’s infrastructure remains indispensable, and the industry’s evolution could open doors for further innovation and collaboration. The long-term outlook suggests a resilient market, with opportunities for those who adapt to the changing landscape.
#Nvidia #DeepSeekAI #TechInnovation #AILeadership #AIRevolution
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Nvidia Invests $500 Billion in AI Supercomputers: A Bright Future for the Long-Term Crypto Market
On April 14, 2025, Nvidia announced plans to produce a complete AI supercomputer in the United States, aiming to build $500 billion worth of AI infrastructure over the next four years. This is a positive signal not only for the AI industry but also for the cryptocurrency market in the long term.
Nvidia and AI Infrastructure: A Catalyst for Blockchain
CEO Jensen Huang emphasized that this plan will strengthen the supply chain, meet the growing demand for AI, and enhance the adaptability of #NVIDIA . AI supercomputers, with their superior computing power, will support various fields, including blockchain and cryptocurrency. AI technology can be used to optimize Bitcoin mining, develop complex smart contracts, and enhance security for crypto transactions.
Nvidia and AI Infrastructure: A Catalyst for Blockchain
CEO Jensen Huang emphasized that this plan will strengthen the supply chain, meet the growing demand for AI, and enhance the adaptability of #NVIDIA . AI supercomputers, with their superior computing power, will support various fields, including blockchain and cryptocurrency. AI technology can be used to optimize Bitcoin mining, develop complex smart contracts, and enhance security for crypto transactions.
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