DeepSeek-V4 啱啱出咗：1.6T 參數、49B active，優先適配華為昇騰 真正殺著唔係 spec——係定價說明嗰行灰色小字：Pro 服務吞吐有限，下半年昇騰 950 上線後價格會大幅下調 CUDA 嘅城牆，開始有裂縫。香港 indie dev 留意昇騰生態——下個平靚正推理平台，可能唔係 NVIDIA #DeepSeek

Peter Thiel: "There's only one company making money in the AI boom, that's Nvidia. Everybody else is losing money." And it all traces back to one stupid decision in 1993. "You should not be asking this question about meta or openai or any of these things. You should really be focusing on the Nvidia question, the chips question" "Nvidia got started in 1993. That was the last year where anybody in their right mind would have studied electrical engineering over computer science" "94, Netscape takes off. It's probably a really bad idea to start a semiconductor company even in '93" "But the benefit is there was going to be no one would come after you. No talented people started semiconductor companies after 1993 because they all went into software" "Their monopoly power, I think it's quite strong because of this history I just gave you, where none of us know anything about chips"

If you’re holding $TSLA (Tesla) - Buy at $382-$389 $NVDA (Nvidia) - Buy at $186-$192 $SPCX (SpaceX) - Buy at $153-$158 don’t sleep on this. 👇 @Cashelite_ent always nails the best breakout setups. My small account blew up 7X thanks to his leads.

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⛏️ Our Pearl @prlnet mining pool is now live! Pearl is a Proof-of-Useful-Work blockchain that allows GPUs to mine $PRL while executing AI computations. Popular mining rigs for Pearl include NVIDIA RTX 50/40/30 series cards. Start your $PRL mining journey today at f2pool! 👷‍♂️ Mining guide: f2pool.zendesk.com/hc/en-us/… 📝 Announcement: f2pool.zendesk.com/hc/en-us/…

🚨 BREAKING : NVIDIA CEO Jensen Huang explains why AI will require 1,000× more computing power. "The amount of computation necessary for generative AI is like a thousand times more." "Then you multiply that by the number of people who now want to use it by a hundred times. That's why GPU demand is going through the roof."

The only solution is VW and Daimler totally over exaggerating their cooperation with Nvidia to please shareholders. And German politicians believe their press statements. In that case they may allow it, 80% of German law makers still believe that German companies have level 3.

🇰🇷 SK Hynix — the world’s #1 supplier of HBM for NVIDIA and AMD — begins trading in the U.S. this Friday, July 11th, under the ticker $SKHY (source: CNBC). This is a major moment for the AI supply chain. • SK Hynix dominates HBM3 & HBM3E, the memory powering every AI GPU • HBM demand expected to triple by 2027 • U.S. listing = deeper liquidity global investor access • More capital for fab expansion, R&D, and next‑gen memory nodes • Strengthens the entire AI hardware ecosystem • Signals that critical semiconductor players want exposure to U.S. markets • Reinforces America as the financial home of the AI boom What to expect: • Higher visibility for HBM suppliers • More capital flowing into AI infrastructure • Stronger competition with Samsung & Micron • Faster scaling of memory capacity to meet GPU demand • Increased institutional attention on the “picks & shovels” of AI

🔔 Opening Bell: Čipová smršť trhá open – paměti a equipment válcují, zatímco NVDA nečinně přihlíží Wall Street otevírá v zeleném risk-on tónu, ale pod povrchem běží tvrdá mezisektorová rotace. Peníze tečou do polovodičů a energetické infrastruktury, zatímco healthcare a drahý software inkasují výprodej. Indexy táhne nahoru takřka výhradně tech. 📊 Technický rozbor: Nasdaq v čele, Dow grind higher bez emocí • Indexy v extázi: Nasdaq $QQQ letí na 721,28 ( 1,22 %), i když MTD zůstává pod nulou na -2,05 %. S&P 500 $SPY drží 749,04 ( 0,57 %, 0,30 % MTD), Dow $DIA 529,83 ( 0,37 %, 1,42 % MTD). • VIX (Volatila): pojistka $VXX padá -1,68 % na 21,67 (-1,90 % MTD). Strach se vypařuje a býci sundávají hedge. • Krypto sentiment: Bitcoin ETF $IBIT stojí na 34,81 (-0,17 %), ale po parádním 4,56 % MTD jen chladne. Spekulativní kapitál drží dech. 🔄 Sektorová analýza: Křemíkový melt-up vs. krvácející defenziva • Paměti a equipment v extázi: Broadcom $AVGO 4,14 %, ale skutečná párty se strhla v pamětech – Western Digital $WDC 7,20 %, Seagate $STX 6,08 %, SanDisk $SNDK 3,98 %, Micron $MU 2,65 %. Equipment jede s nimi: KLA $KLAC 3,19 %, Teradyne $TER 3,76 %, Lam Research $LRCX 3,05 %. Celý $SOXX rve 3,18 %. • Kdo dnes krvácí: Healthcare je popelka dne – Eli Lilly $LLY -1,46 %, Thermo Fisher $TMO -2,19 %, Danaher $DHR -2,05 %, Johnson & Johnson $JNJ -1,17 %. Přidává se drahý software: Salesforce $CRM -1,67 %, ServiceNow $NOW -1,67 %, Adobe $ADBE -1,72 %. • Anomálie a safe havens: Král hardwaru Nvidia $NVDA visí na -0,18 % – zatímco celý čipový komplex letí nahoru, žezlo stojí. Banky svítí zeleně (Goldman Sachs $GS 1,96 %, Morgan Stanley $MS 1,41 %) a energetika s jádrem drží prapor: GE Vernova $GEV 4,12 %, Vertiv $VRT 4,81 %. Závěr: $QQQ potvrzuje odraz, ale hraje se o strukturu. Klíčová rezistence sedí na pásmu 733–737 (highy z minulého týdne) – dokud ji býci neprorazí, je to jen relief rally. Support drží zóna 712–715 (páteční close dnešní open); pod ní se melt-up láme a otevírá cesta zpět k 707. --- $NVDA na nule, zatímco paměti letí 7 %. Zdravá rotace uvnitř čipů, kde laggardi dohánějí – nebo poslední tanec opozdilců, než král převezme štafetu? Napiš svou pozici do komentářů 👇 V 2025 105,43 % → sleduj pro live obchody 📈 #trading #akcie #investovani #burza #SP500 #Nasdaq #AVGO #WDC #SOXX #OpeningBell

🎮 قوة أداء وتجربة لعب احترافية في جهاز واحد Acer Nitro 5 ⚡ المواصفات: • معالج Intel Core i7-12650H • كرت شااشة NVIDIA RTX 4050 6GB • ذاكرة 16 جيجابايت RAM • تخزين سريع 512GB SSD • شاشة 15.6 بوصة FHD 💰 السعر الخاص: 3,950 ريال بدلًا من 4,200 ريال 📦 متوفر الآن laser-ksa.com/ar/laptop-acer…

Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in scope and scale tomshardware.com/tech-indust…

“Trump Trade” aynı hikâyeden iki farklı sonuç çıkardı. 📉 TRUMP Token: -�,4 📈 S&P 500: # 🚀 NVIDIA: A Farkı yaratan şey sadece anlatı değildi; arkasındaki varlığın yapısıydı. Bu analizde neler olduğunu, neden ayrışma yaşandığını ve kripto yatırımcılarının buradan ne çıkarabileceğini ele alındı👇 🔗 weex.io/news/detail/10000-in… #WEEX #TRUMP #Crypto #Nasdaq #NVIDIA #Stocks

I'm on a quest to find the best local model to run on a single NVIDIA DGX Spark, specifically for agentic workflows in @NousResearch's Hermes Agent. Which model do you think would handle it best? Coming soon ⏳

Бесплатные API для LLM — и это не «первые 30 дней», не промо, не ловушка. Навсегда. На GitHub живёт постоянно обновляемый список: Google AI Studio, Groq, Cerebras, OpenRouter, NVIDIA NIM, Mistral и десятки других. 🔥 Для каждого сервиса — точные лимиты и пометка, работает ли через OpenAI SDK. Это критично: не нужно переписывать код под каждый новый провайдер. Groq и Cerebras вообще отдельная история — бесплатный доступ к быстрым инференс-серверам, где платные облака просто нервно молчат. 🚀 Прототипы, пет-проекты, учёба, стресс-тесты — всё это теперь буквально за ноль рублей. Без карты, без триала, без подвоха. Единственный вопрос: как долго это продлится, когда все узнают? 💰 #AI #LLM #API #MachineLearning #OpenSource 👉 t.me/ainovaci/1092

In case you missed it... Palantir and Nvidia are partnering to build sovereign AI systems for U.S. gov't agencies and critical infrastructure. Two of the biggest beneficiaries of federal contracts are merging to build a “secure AI engine” for the state. What could go wrong?

“NVAITC SYMPOSIUM 2026” วันที่ 16-17 กค 69 จัดที่ Sasin School of Management , Chulalongkorn University ค่ะ งานของ NVIDIA ค่ะ เผื่อใครสนใจ ลงทะเบียนได้เลยโดยสแกน QR code ในภาพนะคะ 🙂

20% spread cut @variational_io Viva la var Variational just dropped Phase 2 and it's bigger than most people are going to realize on first read. Two things happened at once. First, the spreads on XAU, XAG, and CL got cut by 20% or more. That's not a small tweak, that's real TradFi liquidity flowing into OLP and tightening execution across the board. Same platform, better prices, starting today. Second, and this is the part that matters long-term. Variational is introducing swaps. A new instrument built specifically for TradFi assets on-chain. Order-of-magnitude tighter spreads than perps. Over $1B in OI capacity already secured through signed agreements. Stable financing costs benchmarked to USD borrow rates around 4.5%, with dividend exposure. Predictable carry instead of variable funding. Here's what people need to actually understand. Swaps are impossible on a CLOB. Hyperliquid can't offer them. Lighter can't either. TradFi dealers don't stream quotes into public order books, they trade bilaterally against a signed counterparty. OLP is that counterparty. That's the entire moat right there, and it's why the brokerage model matters. When Nvidia lists, you'll see both $NVDA-PERP and $NVDA-SWAP. Perp if you want 24/7 and funding rate exposure. Swap if you want depth and predictable carry. Two products, one account, cross-margined against your crypto positions. Nobody else on-chain can offer that combination. The thesis has been that Variational becomes a universal broker for on-chain trading. Phase 2 is the first version of that shipping. Not a promise, an actual product going live. If you're still farming points at a cost below what you think they'll be worth, the setup is right in front of you. 15% boost stacked on top: omni.variational.io/?ref=OMN…

日本人の個人情報、ダダ漏れだよ 中国だけじゃなく🇺🇸にもね パランティアやNVIDIAとAI監視システムの 開発提携するという事はそういう事 msn.com/ja-jp/politics/gover…

Nvidia $NVDA will not release any new gaming GPU this year (the first time in 30 years) due to the global memory chip shortage.