The AI revolution is fueled by

The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme.

Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages.

But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources.

This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use.

The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corporations, and industry leaders like NVIDIA, will determine the world we inherit tomorrow.

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?

DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?

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01-25
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Thanks for sharing hawshy 💪💪💪🍀🍀🍀

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Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources.\nThis demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use.\nThe GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corporations, and industry leaders like NVIDIA, will determine the world we inherit tomorrow.<img src=\"https://community-static.tradeup.com/news/89468a60ec3307ab23b026dbbc505624\" tg-width=\"822\" tg-height=\"548\"></body></html>","htmlText":"<html><head></head><body>The AI revolution is fueled by a global scramble for GPUs, with&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;reigning supreme.&nbsp;\nTech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages.&nbsp;\nBut the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources.\nThis demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use.\nThe GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corporations, and industry leaders like NVIDIA, will determine the world we inherit tomorrow.<img src=\"https://community-static.tradeup.com/news/89468a60ec3307ab23b026dbbc505624\" tg-width=\"822\" tg-height=\"548\"></body></html>","text":"The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme. Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages. But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. 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