OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 > acce

$NVIDIA(NVDA)$ aggressive expansion into Europe's AI landscape, highlighted by recent announcements at VivaTech in Paris, is less about altruism and more about cementing its financial dominance in the global AI race. The company's strategy to build a "sovereign AI" ecosystem, with significant investments in industrial AI clouds and DGX deployments, positions it to capture vast, untapped revenue streams. The commitment to a 10,000-GPU industrial AI cloud in Germany with Deutsche Telekom isn't just about manufacturing efficiency; it's about establishing a critical, defensible foothold in a burgeoning market. By embedding its technology within Europe's industrial backbone, NVIDIA is creating an ecosystem that will gener

Nvidia Makes Bold Move Into GPU Cloud Market, Challenging Big Three's Monopoly According to a recent article published by The Information on June 11, Nvidia has launched its own GPU cloud services, marking a significant move by the chip giant into the cloud market currently dominated by Amazon and Microsoft. The Information's report outlines two models for Nvidia's cloud services: The first model allows AI developers and companies to rent server chips directly from Nvidia. This approach actually began in 2023 when Nvidia introduced its first cloud service, DGX Cloud, aimed at renting GPU servers directly to large enterprises like SAP and Genentech for AI application development. The second model involves Nvidia's new customer service platform, DGX Cloud Lepton, which the company describes

Nvidia’s AI Factory Revolution: Redefining Industrial Intelligence with a European Edge As the world races toward an AI-driven future, Nvidia’s recent unveiling of the “AI Factory” at the GTC 2025 conference marks a transformative leap, particularly with its bold plan to establish 20 AI factories across Europe. Led by CEO Jensen Huang, this initiative promises to convert traditional data centers into intelligent, production-oriented AI hubs, blending quantum computing and agentic AI to push boundaries beyond mere recognition and generation. With a flagship facility in Germany boasting 10,000 GPUs, Nvidia is poised to reshape industrial manufacturing, but the journey comes with unique challenges and opportunities. Here’s a deep dive into this groundbreaking move and its implications. A New

Nvidia's AI Factory concept, spearheaded by CEO Jensen Huang, seems to be gaining traction. Here's what's happening¹ ²: - *AI Factory Concept*: Nvidia's AI Factory is a data center designed specifically for AI workloads, aiming to "manufacture intelligence" by training and running AI models. These factories will utilize Nvidia's advanced hardware, such as the GB200 NVL72 system. - *Global Expansion*: Nvidia is reportedly working on 100 AI factories worldwide, with partnerships in Europe, the US, and Asia. In Europe, Nvidia is launching its first industrial AI cloud in Germany to simulate, automate, and optimize manufacturing processes. - *Partnerships*: Nvidia is collaborating with European governments, telcos, and cloud providers to deploy its technologies across the region. In the UK, Nv

$NVIDIA(NVDA)$🌟 ☕📈💥☕️☕️☕️ A quick swing precision, no time to stall, $NVDA hit $144.83, a textbook call. MA5 kissed the wick, right where I played, snapped the profit, then coffee got paid. 📊 Chart lit green, with buyers in charge, rode the bounce off $MA10, trend still large. $144.76 closed near the top, bulls in formation, not ready to stop. 🔥 RSI firm, candles stacked tall, weekly breakout chasing that 52-week wall. $153.13 is the next big fight. If it clears that line, we ignite.  📰 Now cue the macro, a forecast shift. Nvidia cuts 🇨🇳 China from its gift. US chip rules tighten the guide. CEO says they’ll no longer confide. Source: THOMSON REUTERS via CNN. Geopolitical fog, but investors press on. AI demand? Still incredibly strong.  🪙

NVIDIA’s announcements at the GTC conference highlight transformative strategies across artificial intelligence (AI) factories, quantum computing, and agentic AI, as detailed by CEO Jensen Huang. The company revealed plans to establish 20 AI factories in Europe, reimagining traditional data centres into production-oriented, intelligent AI infrastructure. These AI factories are set to play a critical role in accelerating AI-driven innovation and integration. On the topic of quantum computing, Huang emphasised its pivotal moment in technological evolution, suggesting its increasing relevance in solving problems that challenge classical computing capabilities. The concept of agentic AI was a key focus, marking a new frontier where AI moves beyond recognition and generation to encompass capabi

Nvida is growing at a positive rate. 

On Thu, 29 May 2025 morning, after going through $NVIDIA(NVDA)$ Q1 2026 earnings, I thought it was safe to assume that the chip leader will close on a high by end May. Afterall, it has beaten Wall Street’s estimates for both top and bottom lines. (see below) NVDA’s Earnings. As per LSEG estimates: Revenue: surged to $44.1 billion vs $43.31 expected vs Q1 2025’s $26 billion This marked a +69% YoY gain. Earnings per share (adjusted): came in at $0.96 vs $0.93 expected vs Q1 2025’s $6.12 (pre 10-for-1 stock split). This is a +56.86% YoY gain. Net income: was $18.8 billion vs Q1 2025’s $14.9 billion, recording a +26.17% YoY gain. Gross margin: was 61% or 71.3% (exclude H20 charge) vs Q1 2025’s 78.4%, The good results came even though Nvidia took a $4.

$NVIDIA(NVDA)$ Nvidia’s back on top, snagging the crown as the world’s most valuable company with a market cap of $3.5 trillion. The stock’s riding high on two big waves: CEO Jensen Huang’s bold pledge to invest heavily in the UK’s AI boom and a glimmer of hope from US-China trade talks. Investors are buzzing—could Nvidia smash its all-time high, race to $150 per share, and become the first to hit a $4 trillion valuation? Let’s dive into the drivers, the hurdles, and what it’ll take for Nvidia to claim that historic milestone. UK’s “Goldilocks” Moment: Nvidia’s Big Bet Jensen Huang isn’t mincing words. At London Tech Week, he dubbed the UK a “Goldilocks” zone for AI—not too hot, not too cold, just right. He’s backing that up with action, pledging

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Nvidia’s stock is on fire again, and the buzz is deafening. With CEO Jensen Huang calling the UK a "Goldilocks moment" for AI investment and US-China trade talks delivering a dose of optimism, the chip giant’s shares are inching closer to a record high. Trading just shy of $142.40 in pre-market, Nvidia’s got its sights set on $150. Can it get there this week? Let’s dive into the forces at play, the risks lurking, and what it’ll take to smash that milestone. The Stage Is Set: Nvidia’s Momentum Builds Nvidia’s been a rollercoaster lately—dipping on trade fears, then roaring back as the clouds cleared. Huang’s bold pledge to invest heavily in the UK’s AI scene has investors

$NVIDIA(NVDA)$ Nvidia’s back on top, reclaiming its crown as the world’s most valuable company with a jaw-dropping $3.45 trillion market cap, edging out Microsoft. But just as the chip titan hit this milestone, director Mark Stevens cashed out big—dumping over 1 million shares across two transactions on Monday and Tuesday, raking in nearly $150 million, per an SEC filing on Wednesday. With the stock idling at $140, the buzz is electric: Is Nvidia running out of gas, or is this just a speed bump on its way to new highs? Can it shrug off insider sell-offs and charge to $150—or beyond? Let’s dive into the sell-off, the growth engine, and what’s next. Stevens’ Sell-Off: Storm Warning or Cash Grab? A million-share dump sounds ominous, but context is ev

I. Performance and Valuation of Global Equity Indices Data Sources: Bloomberg, Tiger Asset Management Key Highlights ◼ Last week, U.S. equities generally trended higher despite some turbulence. The May PMI data caused brief market panic, but stronger-than-expected employment data quickly reignited bullish sentiment. Moreover, a high-level phone call between Chinese and U.S. leaders officially marked the beginning of the second round of bilateral trade talks, helping to dispel earlier rumors. Driven by multiple positive catalysts, nearly all major global equity indices posted gains, with U.S., Hong Kong, and emerging markets leading the advance. ◼ Notably, ISM and S&P Global released two vastly different May PMI readings last week. ISM showed figures below previous values, expectations,

$NVIDIA(NVDA)$ has been a juggernaut in the tech world, riding the AI boom to a staggering $3.48 trillion market cap as of June 2025, making it the second most valuable company globally. After briefly overtaking Apple, Nvidia’s stock has faced volatility, with a 17% plunge in January 2025 wiping out nearly $600 billion in value—the largest single-day loss in U.S. history. Yet, the chipmaker’s resilience is undeniable, rebounding to $3.5 trillion amid renewed optimism. With analysts buzzing about a potential $4 trillion valuation, the question is: can Nvidia be the first to hit this milestone, or are headwinds too strong? Let’s dive into the drivers, risks, and what’s fuelling the hype. The Bull Case: AI Dominance and Global Demand Nvidia’s meteori

East Asia  $CSOP LOW CARBON US$(LCU.SI)$WTD return: +0.99% ·         Overall, Asian stocks gained WTD over optimism surrounding US-China trade talks as officials have signalled some progress after initial discussions. ·         LCU WTD gains in USD were led by IT, financials, and consumer discretionary by sector, Taiwan, Japan, and China by geography, and TSMC, Alibaba and Softbank by individual firm. ·         $Taiwan Semiconductor Manufacturing(TSM)$ gained on robust May revenue growth (+40% YoY), strengthening confidence of a revenue beat. Furthermore, it has stockpiled chips to

As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.