Tui Jude
08-29

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@Barcode：$NVIDIA(NVDA)$ 🚨 Nvidia $NVDA disclosed that one customer drove 23% of Q2 sales ($10.8B) and another 16% ($7.5B). That’s nearly $18.3B combined, all tied to Compute & Networking (data center). Huang "The age of physical AI has arrived unlocking entirely new industries in robotics, industrial automation, every industry in every industrial company, will need to build two factories." Rubin platform already in production: "six new chips...have all taped out to TSMC" representing "3rd generation NVLink Rack Scale AI supercomputer" with "much more mature and fully scaled up supply chain." "Rubin is gonna have a whole bunch of new ideas. I've got plenty of time between now & a year from now to tell about all the breakthroughs that Rubins are gonna bring." "This year is obviously a record breaking year. I expect next year to be a record breaking year" Huang expects massive continued growth with "very, very significant forecast" from large customers for next year. AI native startup funding surged from $100B last year to $180B this year, with revenues jumping from $2B to $20B - "next year, being 10 times higher than this year, is not inconceivable." Emphasized current supply constraints: "everything sold out. H100s sold out. H200s are sold out" with hyperscalers "renting capacity from other CSPs." Long-term sees growth into the $600B annual hyperscaler CapEx market through "the decade." "We're on an annual product cycle. And the reason why we're on an annual cycle is because we can do so to accelerate the cost reduction and maximize the revenue generation for our customers." He said Blackwell will be "the lion's share" of the $7B sequential data center growth - "you should expect Blackwell again to be the driver of the growth" for Q3 guidance beat. On Hopper demand: "we are still selling it. H100, H200s, we are" - noting they're sold as HGX systems alongside Blackwell ramp. 🇨🇳 "The China market, I've estimated, to be about $50 billion of opportunity for us this year" - expecting it to "grow say, 50% per year" like the rest of the AI market. "It is the second largest computing market in the world, and it is also the home of about 50% of the world's AI researchers, the vast majority of the leading open source models are created into China. And so it's fairly important, I think, for the American technology companies to be able to address that market." "I think the you know, the the opportunity for us to bring Blackwell to the China market is a real possibility. And so we just have to keep advocating the the sensibility of and the importance of American tech companies to be able to to, lead and win the AI race. And help make the American tech stack the global standard." "As a result of agentic AI and vision language models, we now are seeing a breakthrough in physical AI in robotics, autonomous systems" - noting enterprises are now "opened up" to AI automation. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
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