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🚨 NVIDIA IS GETTING HIT FROM BOTH SIDES CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS CHINA WOULD RATHER BUILD ITS OWN AI SUPPLY CHAIN THAN DEPEND ON AMERICA AT THE SAME TIME, NVIDIA CUT ITS INITIAL SUPPORT... show more

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BAD NEWS FROM US-CHINA SUMMIT 🇺🇸🇨🇳 President Trump said China “chose not to buy” NVIDIA $NVDA H200 chips despite U.S. approval. China prefers to develop its own semiconductor chips rather than rely on foreign suppliers like NVIDIA.

BAD NEWS FROM US-CHINA SUMMIT 🇺🇸🇨🇳 President Trump said China “chose not to buy” NVIDIA $NVDA H200 chips despite U.S. approval. China prefers to develop its own semiconductor chips rather than rely on foreign suppliers like NVIDIA.

CryptoGoos

5,874,047 Aufrufe • vor 3 Monaten

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

Reuters Business

14,904 Aufrufe • vor 5 Monaten

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

Ricardo

159,345 Aufrufe • vor 3 Monaten

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

Eric Daugherty

74,098 Aufrufe • vor 9 Monaten

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.

Predictive History

77,603 Aufrufe • vor 3 Monaten

🚨 BREAKING 🇺🇸🇨🇳 PRESIDENT TRUMP JUST APPROVED 10 CHINESE COMPANIES TO BUY NVIDIA H200 CHIPS SOURCES REPORT THAT THE U.S. WILL OFFICIALLY LIFT ALL TRADING BANS AND RESUME SELLING AI CHIPS BEFORE THE SANCTIONS, CHINA GENERATED OVER 25% OF NVIDIA'S REVENUE $NVDA STOCK IS GOING PARABOLIC AGAIN!!

🚨 BREAKING 🇺🇸🇨🇳 PRESIDENT TRUMP JUST APPROVED 10 CHINESE COMPANIES TO BUY NVIDIA H200 CHIPS SOURCES REPORT THAT THE U.S. WILL OFFICIALLY LIFT ALL TRADING BANS AND RESUME SELLING AI CHIPS BEFORE THE SANCTIONS, CHINA GENERATED OVER 25% OF NVIDIA'S REVENUE $NVDA STOCK IS GOING PARABOLIC AGAIN!!

ᴛʀᴀᴄᴇʀ

46,412 Aufrufe • vor 3 Monaten

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

Mario Nawfal

240,579 Aufrufe • vor 9 Monaten

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC

Mario Nawfal

19,880 Aufrufe • vor 8 Monaten

Nvidia is renting their own chips back from Coreweave. It's not the first time and apparently they've been doing it for years. #AiMania $NVDA $CRWV

Nvidia is renting their own chips back from Coreweave. It's not the first time and apparently they've been doing it for years. #AiMania $NVDA $CRWV

Nobody Special

23,965 Aufrufe • vor 11 Monaten

Vera Rubin is in full production. We just kicked off the next generation of AI infrastructure with the NVIDIA Rubin platform, bringing together six new chips to deliver one AI supercomputer built for AI at scale. Here are the top 5 things to know 🧵

Vera Rubin is in full production. We just kicked off the next generation of AI infrastructure with the NVIDIA Rubin platform, bringing together six new chips to deliver one AI supercomputer built for AI at scale. Here are the top 5 things to know 🧵

NVIDIA

816,856 Aufrufe • vor 7 Monaten

💥BREAKING: 🇨🇳 🇺🇸 Sources say Chinese buyers approved to purchase Nvidia ($NVDA) chips. • Alibaba • ByteDance • Tencent • JD If true, this changes everything. Months of export restrictions, geopolitical tension, all flipped in a single headline. China gets its compute. Nvidia gets the biggest buyers on the planet back. The AI arms race is heating UP massively.

💥BREAKING: 🇨🇳 🇺🇸 Sources say Chinese buyers approved to purchase Nvidia ($NVDA) chips. • Alibaba • ByteDance • Tencent • JD If true, this changes everything. Months of export restrictions, geopolitical tension, all flipped in a single headline. China gets its compute. Nvidia gets the biggest buyers on the planet back. The AI arms race is heating UP massively.

Crypto Rover

467,707 Aufrufe • vor 3 Monaten

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox

Mario Nawfal

28,949 Aufrufe • vor 8 Monaten

"The platform that wins China is positioned to lead globally. Today, however, the $50 billion China market is effectively closed to US industry," says Nvidia CEO Jensen Huang on the company's Q1 earnings call. "China's AI moves on with or without US chips."

"The platform that wins China is positioned to lead globally. Today, however, the $50 billion China market is effectively closed to US industry," says Nvidia CEO Jensen Huang on the company's Q1 earnings call. "China's AI moves on with or without US chips."

Yahoo Finance

41,989 Aufrufe • vor 1 Jahr

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

NEXTA

38,160 Aufrufe • vor 3 Monaten

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,765 Aufrufe • vor 2 Monaten

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Kevin O'Leary aka Mr. Wonderful

12,462 Aufrufe • vor 3 Monaten