$NVIDIA(NVDA)$ I observe that $IREN Ltd(IREN)$ has announced agreements to purchase over 50,000 B300 GPUs from Nvidia, a move expected to expand its total GPU fleet to around 150,000 units.
Due to this brief "war", $NVIDIA(NVDA)$ is likely to sell millions more chips. $NVIDIA(NVDA)$ stands to make billions of dollars from this "war" as their chips will be destroyed with each launch.
What makes $NVIDIA(NVDA)$ hard to replace isn’t just GPU performance. It’s the integration with memory, networking, CUDA tooling, and hyperscaler architecture. That ecosystem lock-in doesn’t disappear in the short term.
$Advanced Micro Devices(AMD)$ Alright, everyone, calm down a bit and don't overreact. Oh dear, what a group of lightweight individuals! Markets fluctuate, stocks fluctuate. If you can't handle the pressure, then step away. Go ahead and secure your 3% return, sleep soundly, but watch inflation erode your wealth until you're broke. If you never take risks in life, you'll never achieve anything. Be brave!
$NVIDIA(NVDA)$ The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.
What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$ is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$ suffer? We should be in the high $190s. $Micron Technology(MU)$ and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$ performs exceptionally well. If not, we will sink further.
$NVIDIA(NVDA)$ might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$ for training and $Advanced Micro Devices(AMD)$ for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?