UPDATE >>> Elon Musk's AI company, xAI, has secured priority access to Nvidia's GB200 Blackwell deliveries scheduled for January 2025 by agreeing to pay a premium
$NVDA
Amazon is spending billions to make sure it doesn’t fall behind in AI
The company’s $75 billion capital splurge shows no signs of slowing in 2025. Source: Quartr
$NVDA Q3 2025 by Quartr >>>
"The age of AI is in full steam, propelling a global shift to NVIDIA computing" - Jensen Huang Revenue +94% *Data Center +112% *Gaming +15% *Professional Vis. +17% *Automotive +72% EBIT +110% *marg. 62% (57) EPS +111%
Interesting point by Barclays on AI stocks
Source: Barclays
As highlighted by Andrea Lisi, CFA on X, market participants and policymakers have not fully understood the heavy toll artificial intelligence will take on our Electrical grid.
As shown on the chart below, a single Google search query typically uses about 0.3 watt-hours (Wh) of electricity. On the other hand, each ChatGPT query is estimated to consume around 2.9 watt-hours of electricity, which means 9.66 times more energy than a Google query! To run AI at scale, both the private and public sectors will have to invest a significant amount of money to strengthen the electricity grid.
Could The Blockchain Group become the french / european MicroStrategy ???
Could The Blockchain Group become the French / European MicroStrategy ???
🚨 BREAKING NEWS: Will $NVDA Nvidia SPOIL THE PARTY?
NVIDIA IS REPORTEDLY REROUTING ORDERS WHICH WERE PREVIOUSLY PLACED BY $SMCI WHICH WAS NVDA’S 3’RD LARGEST CUSTOMER TO OTHER SUPPLIERS TO CONTROL THE “ISSUE” NVDA MAY BE IN DEEP TROUBLE AND THERES SIGNS OF THEM CRACKING ALREADY
$META is developing an AI search engine to lessen reliance on Google and Microsoft.
#meta #nvda #googl
