英伟达
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US-China Chip Reconciliation? 25% Profit Share Turns Trade War into 'Business'
Trump allows NVIDIA's H200 chip to be exported to China, charging a 25% profit share, marking a shift in the US-China trade war into 'transaction mode'.
For the US, this could inject billions of dollars into the economy, supporting manufacturing and jobs; for China, it alleviates chip shortages and promotes AI industry upgrades. However, the 25% profit share may raise prices, testing the resilience of Chinese enterprises.
In the long run, this could reshape the global supply chain, stimulate domestic chip investments, and avoid over-reliance.
#TRUMP #英伟达 #芯片
Trump allows NVIDIA's H200 chip to be exported to China, charging a 25% profit share, marking a shift in the US-China trade war into 'transaction mode'.
For the US, this could inject billions of dollars into the economy, supporting manufacturing and jobs; for China, it alleviates chip shortages and promotes AI industry upgrades. However, the 25% profit share may raise prices, testing the resilience of Chinese enterprises.
In the long run, this could reshape the global supply chain, stimulate domestic chip investments, and avoid over-reliance.
#TRUMP #英伟达 #芯片
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US Chip Stocks Market Update
US chip stocks performed quite well in pre-market trading today! Overall, there was an upward trend, with Nvidia leading the way, rising as much as 5.6%.
On May 28, after the US stock market closed, Nvidia's Q1 fiscal year 2026 earnings report was nothing short of stunning. The data showed that the revenue for the quarter was approximately $44.1 billion, a 12% quarter-over-quarter increase and a significant 69% year-over-year increase, far exceeding the previously expected $43 billion. The gross margins calculated according to Generally Accepted Accounting Principles (GAAP) and Non-GAAP were 60.5% and 61.0%, respectively. Nvidia's founder and CEO Jensen Huang stated that the 'thinking machine' designed specifically for inference — the Blackwell NVL72 AI supercomputer — has now fully entered production, with strong global demand for Nvidia's AI infrastructure. Although the US government has imposed restrictions on the export of its H20 products to the Chinese market, resulting in $4.5 billion in costs for the quarter and affecting approximately $8 billion in revenue for the next quarter, this does not seem to have dampened investor enthusiasm.
On May 28, after the US stock market closed, Nvidia's Q1 fiscal year 2026 earnings report was nothing short of stunning. The data showed that the revenue for the quarter was approximately $44.1 billion, a 12% quarter-over-quarter increase and a significant 69% year-over-year increase, far exceeding the previously expected $43 billion. The gross margins calculated according to Generally Accepted Accounting Principles (GAAP) and Non-GAAP were 60.5% and 61.0%, respectively. Nvidia's founder and CEO Jensen Huang stated that the 'thinking machine' designed specifically for inference — the Blackwell NVL72 AI supercomputer — has now fully entered production, with strong global demand for Nvidia's AI infrastructure. Although the US government has imposed restrictions on the export of its H20 products to the Chinese market, resulting in $4.5 billion in costs for the quarter and affecting approximately $8 billion in revenue for the next quarter, this does not seem to have dampened investor enthusiasm.
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The earning effect is not good, I'm too lazy to post tweets, alpha is like this now, it's not much different from going bankrupt. $MYX
#英伟达
#英伟达
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[Gamefi+Ai is a big plus: the Global Game Developers Conference (GDC) and the NVIDIA GTC Artificial Intelligence Conference are held concurrently (3.18-3.22), with the theme "Ai+Games"]
"2024 will be the year of robots, the year of game AI, and the year of simulation." NVIDIA senior research scientist Jim Fan previously judged this.
The new strategy is edited according to the Cailian News: The Global Game Developers Conference 2024 (Game Developers Conference 2024) will be held in San Francisco from March 18-22. Also opening with GDC is the Nvidia GTC Conference.
As the largest and most influential industry summit in the global gaming industry, this year's GDC uses "AI" as the keyword. Microsoft, Google, Nvidia, Meta, Adobe, Epic, Unity, Roblox, Tencent, NetEase, and Pico will participate in relevant conferences. Activity.
In addition to 16 AI themed summits, game companies and AI technology and tool providers will also participate in forum sharing to showcase the latest progress in AI-empowered games.
As can be seen from the theme of this year's GDC key conference, AI has penetrated into more aspects of the game field, and the results are quite remarkable. This year's GDC conference will host hundreds of sessions covering topics such as AI, VR, AR, audio, vision, programming, narrative, product management, etc.
AI has penetrated into more production links, including improving frame rate/definition, game content review, training and teaching, etc.; on the other hand, AI has also penetrated into more game categories, such as MMO, social networking, fighting, etc.
The NVIDIA GTC conference will also open with GDC on March 18. Games will also be one of the focus categories of this conference. Nvidia’s official website shows that in the field of games, this GTC conference will explore how to use generative AI and path tracing to create virtual characters and worlds.
Last year's GDC conference gave a surprising answer to "AI+ games". Let us wait and see how it performs this year.
#链游 #英伟达 #人工智能 #热门话题
$RNDR $VANRY
"2024 will be the year of robots, the year of game AI, and the year of simulation." NVIDIA senior research scientist Jim Fan previously judged this.
The new strategy is edited according to the Cailian News: The Global Game Developers Conference 2024 (Game Developers Conference 2024) will be held in San Francisco from March 18-22. Also opening with GDC is the Nvidia GTC Conference.
As the largest and most influential industry summit in the global gaming industry, this year's GDC uses "AI" as the keyword. Microsoft, Google, Nvidia, Meta, Adobe, Epic, Unity, Roblox, Tencent, NetEase, and Pico will participate in relevant conferences. Activity.
In addition to 16 AI themed summits, game companies and AI technology and tool providers will also participate in forum sharing to showcase the latest progress in AI-empowered games.
As can be seen from the theme of this year's GDC key conference, AI has penetrated into more aspects of the game field, and the results are quite remarkable. This year's GDC conference will host hundreds of sessions covering topics such as AI, VR, AR, audio, vision, programming, narrative, product management, etc.
AI has penetrated into more production links, including improving frame rate/definition, game content review, training and teaching, etc.; on the other hand, AI has also penetrated into more game categories, such as MMO, social networking, fighting, etc.
The NVIDIA GTC conference will also open with GDC on March 18. Games will also be one of the focus categories of this conference. Nvidia’s official website shows that in the field of games, this GTC conference will explore how to use generative AI and path tracing to create virtual characters and worlds.
Last year's GDC conference gave a surprising answer to "AI+ games". Let us wait and see how it performs this year.
#链游 #英伟达 #人工智能 #热门话题
$RNDR $VANRY
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[Shocked] Nvidia's surge helps Bitcoin hit the $100,000 mark!
Has the BTC bull market started? 🔥🚀
Nvidia hit a new record high, breaking through the $3 trillion club, becoming the third company to reach this milestone!
The strong performance of technology stocks has triggered a bull market wave for cryptocurrencies such as Bitcoin. Nvidia's stock price soared to $1,224.50, a feat that greatly increased the possibility of Bitcoin hitting $100,000! 📈💥
Analyst Markus Thielen said that Nvidia's rise indicates that Bitcoin prices will rise rapidly and even break through $100,000. With optimism in the technology and crypto markets, BTC is expected to reach a new historical high next week! BTC is currently priced at $70,915 and may rebound to $75,000 in the short term, closing short positions of $1.5 billion! 💸
Nvidia's brilliant achievements highlight investors' enthusiasm for companies at the forefront of the artificial intelligence (AI) revolution. This trend has driven the simultaneous rise of Bitcoin and technology stocks, heralding a bright future for the cryptocurrency market. 🔮
Multiple online data suggest that Bitcoin prices are about to rebound sharply. Institutional investors are reaccumulating, the NVT golden cross suggests a local bottom, and the Bitcoin Volatility Index and Adjusted MVRV indicators show that price fluctuations are slowing down, and the rally is ready to go! 🔍
#比特币走势分析 #BTC突破7万大关 #英伟达 #NVIDIA's #美国4月核心PCE指标显示通胀放缓
Has the BTC bull market started? 🔥🚀
Nvidia hit a new record high, breaking through the $3 trillion club, becoming the third company to reach this milestone!
The strong performance of technology stocks has triggered a bull market wave for cryptocurrencies such as Bitcoin. Nvidia's stock price soared to $1,224.50, a feat that greatly increased the possibility of Bitcoin hitting $100,000! 📈💥
Analyst Markus Thielen said that Nvidia's rise indicates that Bitcoin prices will rise rapidly and even break through $100,000. With optimism in the technology and crypto markets, BTC is expected to reach a new historical high next week! BTC is currently priced at $70,915 and may rebound to $75,000 in the short term, closing short positions of $1.5 billion! 💸
Nvidia's brilliant achievements highlight investors' enthusiasm for companies at the forefront of the artificial intelligence (AI) revolution. This trend has driven the simultaneous rise of Bitcoin and technology stocks, heralding a bright future for the cryptocurrency market. 🔮
Multiple online data suggest that Bitcoin prices are about to rebound sharply. Institutional investors are reaccumulating, the NVT golden cross suggests a local bottom, and the Bitcoin Volatility Index and Adjusted MVRV indicators show that price fluctuations are slowing down, and the rally is ready to go! 🔍
#比特币走势分析 #BTC突破7万大关 #英伟达 #NVIDIA's #美国4月核心PCE指标显示通胀放缓
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#英伟达 #MicroStrategy增持BTC
NVIDIA plummeted, the cryptocurrency market was in a state of misery, have you been cut off?
The financial market is like a war without gunpowder, with ever-changing and thrilling changes!
The soaring momentum of NVIDIA's stock price per share has now collapsed and ushered in a sharp drop!
This huge change, like a depth bomb, instantly set off a storm in the investment field.
Just two days ago, Douyin was full of people showing off their NVIDIA profit orders, and they seemed to have made a lot of money in this carnival.
However, this short-lived glory instantly turned into a bubble.
Looking at the cryptocurrency circle again, WIF, a highly anticipated currency, once held the bottom line of $2, but now it has fallen to $1.6, and there are obvious signs of the banker's withdrawal.
Fortunately, Brother Jiu had already stopped the short-term profit of io and wif in the previous two days! $IO $WIF
NVIDIA plummeted, the cryptocurrency market was in a state of misery, have you been cut off?
The financial market is like a war without gunpowder, with ever-changing and thrilling changes!
The soaring momentum of NVIDIA's stock price per share has now collapsed and ushered in a sharp drop!
This huge change, like a depth bomb, instantly set off a storm in the investment field.
Just two days ago, Douyin was full of people showing off their NVIDIA profit orders, and they seemed to have made a lot of money in this carnival.
However, this short-lived glory instantly turned into a bubble.
Looking at the cryptocurrency circle again, WIF, a highly anticipated currency, once held the bottom line of $2, but now it has fallen to $1.6, and there are obvious signs of the banker's withdrawal.
Fortunately, Brother Jiu had already stopped the short-term profit of io and wif in the previous two days! $IO $WIF
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The situation has changed. The bank finally fell sharply.
Yesterday, the last topic was about Haitong's vice president Jiang Chengjun, who was repatriated after fleeing for only one month. Today, I saw more information. He worked as the company's secretary for six years and was promoted to vice president in September last year, in charge of investment banking business.
There were rumors about him being suspected of occupational embezzlement at the beginning of this year. After he found out that he was under border control, he secretly prepared to escape (which is actually another way of saying smuggling out of the country). Because he couldn't get on a plane, his destination for the land route was the neighboring countries in the southwest. His destination was Laos. Usually people go there first, activate their tourist visas, and then find ways to move to other countries.
There were rumors about him being suspected of occupational embezzlement at the beginning of this year. After he found out that he was under border control, he secretly prepared to escape (which is actually another way of saying smuggling out of the country). Because he couldn't get on a plane, his destination for the land route was the neighboring countries in the southwest. His destination was Laos. Usually people go there first, activate their tourist visas, and then find ways to move to other countries.
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Nvidia becomes the world's first company to reach a market value of $5 trillion 🚀
Nvidia has once again set a historic milestone, officially becoming the **first company in the world to exceed a market value of $5 trillion (approximately £3.8 trillion)**.
This American chip giant has rapidly grown from a niche business focused on graphics chip design to a leader in the era of artificial intelligence. As the global enthusiasm for AI potential continues to heat up, the demand for Nvidia chips has soared, driving its stock price to record highs.
Nvidia first broke the $1 trillion market value in June 2023, and it took only three months to reach $4 trillion.
On Wednesday morning, Nvidia's stock price rose by 5.6% to surpass $212, benefiting from investors' optimistic expectations regarding its sales prospects in the Chinese market—despite the ongoing geopolitical focus on Sino-American relations.
#英伟达 #AI芯片 #人工智能 #科技股 #全球市值冠军
Nvidia has once again set a historic milestone, officially becoming the **first company in the world to exceed a market value of $5 trillion (approximately £3.8 trillion)**.
This American chip giant has rapidly grown from a niche business focused on graphics chip design to a leader in the era of artificial intelligence. As the global enthusiasm for AI potential continues to heat up, the demand for Nvidia chips has soared, driving its stock price to record highs.
Nvidia first broke the $1 trillion market value in June 2023, and it took only three months to reach $4 trillion.
On Wednesday morning, Nvidia's stock price rose by 5.6% to surpass $212, benefiting from investors' optimistic expectations regarding its sales prospects in the Chinese market—despite the ongoing geopolitical focus on Sino-American relations.
#英伟达 #AI芯片 #人工智能 #科技股 #全球市值冠军
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NVIDIA's performance exceeded expectations + US stocks surged, boosting the overall sentiment for risk assets, and cryptocurrencies ($BTC , $ETH ) will also benefit from this – the previous oversold market will temporarily ease, showing a slight rebound (for example, BTC rebounding from 88,000 to 91,000).
The enthusiasm for tech stocks will indirectly transfer to the crypto market (especially for coins related to AI + blockchain), and short-term capital may flow from US stocks to cryptocurrencies.
This US stock market trend is a short-term positive sentiment for cryptocurrencies, but long-term support is limited.
#英伟达 #美股行情 #btc走勢
The enthusiasm for tech stocks will indirectly transfer to the crypto market (especially for coins related to AI + blockchain), and short-term capital may flow from US stocks to cryptocurrencies.
This US stock market trend is a short-term positive sentiment for cryptocurrencies, but long-term support is limited.
#英伟达 #美股行情 #btc走勢
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Nvidia has made new moves.
On June 2, NVIDIA announced at Computex that 28 million developers around the world can download NVIDIA NIM (Nvidia Inference Microservices) to deploy AI models in the cloud, data centers, or workstations, and easily build generative AI applications such as Copilot (an AI assistant) and ChatGPT chatbots. This product will reduce the model deployment time from weeks to just a few minutes.
NVIDIA NIM is an optimized cloud-native microservice launched by NVIDIA in March this year, designed to facilitate the deployment of AI services by enterprises of all sizes. A Securities Times reporter checked NVIDIA's official website and found that NVIDIA NIM has been launched on the official website and is available for users to download and deploy.
NVIDIA NIM is an optimized cloud-native microservice launched by NVIDIA in March this year, designed to facilitate the deployment of AI services by enterprises of all sizes. A Securities Times reporter checked NVIDIA's official website and found that NVIDIA NIM has been launched on the official website and is available for users to download and deploy.
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🔥The market is in a panic? SoftBank has liquidated its holdings in Nvidia and shifted focus to OpenAI! The stock price plummeted by 10%
Da Chen's Currency · 3-Minute Overview
SoftBank has once again shocked the global capital market.
The tech investment giant has just cleared all its holdings in Nvidia, priced at $5.83 billion, and turned its attention to AI ecosystem projects like OpenAI and Oracle. As soon as the news broke, SoftBank's stock price fell by 10% during the Asian trading session on Wednesday, reaching a one-month low.
SoftBank stated that this sale is not due to a bearish outlook on Nvidia, but rather to raise more cash to increase investments in AI infrastructure—especially the Stargate data center project being constructed in collaboration with OpenAI and Oracle.
This reflects a new signal in the market:
"The AI war has shifted from a competition of computing power to ecological layout."
Despite SoftBank announcing better-than-expected quarterly results and a 1-for-4 stock split plan, it still failed to save the stock price. Investors are concerned that the AI investment boom is entering a bubble phase, with giants like Meta and Google expected to collectively invest over $1 trillion in the coming years.
Citi analyst Keiichi Yoneshima stated: "Short-term fluctuations are inevitable, but SoftBank's net assets are expanding, and the market will eventually reprice the value of its AI layout."
In fact, this is not the first time SoftBank has made such a move.
In 2019, it cleared its holdings in Nvidia, and in 2020, it made a small re-entry, now exiting for the second time. Just from this transaction alone, the returns are considerable: since entering the market, Nvidia's market value has increased by over $2 trillion, and SoftBank has made billions in profit.
The latest financial report shows that SoftBank's net profit for the second fiscal quarter is 25 trillion yen (approximately $16.2 billion), far exceeding market expectations. Its CFO, Yoshimasa Goto, revealed that since SoftBank's investment, OpenAI's valuation has risen by $14.6 billion.
In summary:
SoftBank is betting on the next phase of the AI industry with a strategy of "high-level liquidation + strategic shift"—moving from chips to computing centers and data sovereignty.
#AI投资 #英伟达 #OpenAI #币安HODLer空投ALLO #市场观察
Da Chen's Currency · 3-Minute Overview
SoftBank has once again shocked the global capital market.
The tech investment giant has just cleared all its holdings in Nvidia, priced at $5.83 billion, and turned its attention to AI ecosystem projects like OpenAI and Oracle. As soon as the news broke, SoftBank's stock price fell by 10% during the Asian trading session on Wednesday, reaching a one-month low.
SoftBank stated that this sale is not due to a bearish outlook on Nvidia, but rather to raise more cash to increase investments in AI infrastructure—especially the Stargate data center project being constructed in collaboration with OpenAI and Oracle.
This reflects a new signal in the market:
"The AI war has shifted from a competition of computing power to ecological layout."
Despite SoftBank announcing better-than-expected quarterly results and a 1-for-4 stock split plan, it still failed to save the stock price. Investors are concerned that the AI investment boom is entering a bubble phase, with giants like Meta and Google expected to collectively invest over $1 trillion in the coming years.
Citi analyst Keiichi Yoneshima stated: "Short-term fluctuations are inevitable, but SoftBank's net assets are expanding, and the market will eventually reprice the value of its AI layout."
In fact, this is not the first time SoftBank has made such a move.
In 2019, it cleared its holdings in Nvidia, and in 2020, it made a small re-entry, now exiting for the second time. Just from this transaction alone, the returns are considerable: since entering the market, Nvidia's market value has increased by over $2 trillion, and SoftBank has made billions in profit.
The latest financial report shows that SoftBank's net profit for the second fiscal quarter is 25 trillion yen (approximately $16.2 billion), far exceeding market expectations. Its CFO, Yoshimasa Goto, revealed that since SoftBank's investment, OpenAI's valuation has risen by $14.6 billion.
In summary:
SoftBank is betting on the next phase of the AI industry with a strategy of "high-level liquidation + strategic shift"—moving from chips to computing centers and data sovereignty.
#AI投资 #英伟达 #OpenAI #币安HODLer空投ALLO #市场观察
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#英伟达 's financial report saved the precarious situation of Bitcoin
The performance exceeded expectations again, with the financial report released after the U.S. stock market closed, rising 2.85% before soaring over 5% in after-hours trading.
Taking the entire industry’s stocks along for a rebound, NVIDIA's cloud computing favorite Coreweave surged over 10% in after-hours.
It feels like all the money in the AI industry has been absorbed by this one company.
$BTC's rebound today is relatively strong, but the momentum is weakening, and it is estimated that a breakthrough won't happen until tonight's employment data.
As for the interest rate cut data in September, it has little impact on the expectations for December; what the market really needs now is a set of employment data to stimulate risk assets.
The performance exceeded expectations again, with the financial report released after the U.S. stock market closed, rising 2.85% before soaring over 5% in after-hours trading.
Taking the entire industry’s stocks along for a rebound, NVIDIA's cloud computing favorite Coreweave surged over 10% in after-hours.
It feels like all the money in the AI industry has been absorbed by this one company.
$BTC's rebound today is relatively strong, but the momentum is weakening, and it is estimated that a breakthrough won't happen until tonight's employment data.
As for the interest rate cut data in September, it has little impact on the expectations for December; what the market really needs now is a set of employment data to stimulate risk assets.
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Next week on May 22, Nvidia will release its Q1 earnings report. Of the 40 analysts currently in the semiconductor field, 35 analysts recommend "strong buy", two recommend "moderate buy", and three recommend "hold"!
The market generally predicts that Nvidia's sales in Q1 will increase by 237% to $24.27 billion, compared with $7.19 billion in the same period last year. Earnings per share will increase by 425% to $5.15
#英伟达
The market generally predicts that Nvidia's sales in Q1 will increase by 237% to $24.27 billion, compared with $7.19 billion in the same period last year. Earnings per share will increase by 425% to $5.15
#英伟达
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