Nvidia News
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Jensen is presenting a keynote in Paris this morning (10am). Expect some tasty DC deals with our European neighbours to drop.
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Mistal and Nvidia re building an AI cloud-breaking news. Nvidia CEO talking to Macron(Paris later)
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separated Jensen teased, stating full details will be announced on Friday. This is part of their Industrial Revolution 2.0 where all industries will be transformed . Designed in the Universe and automated via Robotics and Autonomous Vehicles (anything that moves). Be in no doubt. Heavy industry, design and logistics will change and Nvidia is a the very heart of it all.
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Interesting thoughts from JH
We know demand is massive -this number equates to around 30GW. I thought 15GW. Obviously they can't supply it right now but they will over the next few years. Slow down, anyone?Asics are the TPUs used by AWS/GOOG and to an extent Meta. They are chips designed for one task only. Generally, whilst the market is big in $ terms, GPU $ is about 12X that of Asics . That won't change. Jensen thinks his GPUs are actually more cost effective, even when performing the tasks Asics chips were designed to do.
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During GTC France this week Jensen mentioned that he would announce some data centre deals relating to Europe on Friday. Being the stalker that I am, I see he met German Chancellor Friedrich Merz. I'm speculating but this could be a massive German initiative, multi billions. Let's see what drops
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Nvidia Europe DC deals announced today. When fully scaled it's quoted as 2GW across 4 countries incl Germany, Italy France, UK. Details are emerging but we know that 1GW is 40-50 billion.
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Why we won't be rushing to buy AMD
. Not sure about their math 3-4% and 400 billion.AMD claim GPU as fast as Nvidia (next year. .)-a lab chip which they can't make in volume, demand is weak due to 'No Cuda' and can only be networked to 10k chips vs Nvidia 100s of thousands. As we have said before 1 chip is meaningless . How good is your total solution. Still years behind.
I find it baffling why some investors hold both stocks. AMD are not a credible competitor imo
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The Nvidia B40 (also known as the RTX Pro 6000D) is being positioned as the replacement for the H20 GPU in China, following U.S. export restrictions on advanced AI chips. It is based on Nvidia's Blackwell architecture and uses GDDR7 memory, allowing it to comply with trade controls.
Availability: Production began in June 2025, with general rollout expected in July and throughout Q3. Technically this will catch the current quarter((Q2) being May-July so potential for additional revenue.
Price: Estimated at $6,500–$8,000 USD per unit, making it more affordable than the H20, which exceeded $10,000 USD.
Sales potential: Analysts expect B40 shipments could reach $1–3 billion USD in revenue per quarter, depending on demand and licensing constraints. -
I see that AMD are giving it large at a conference in California….the report goes on and poses the question is it the end for Nvidia ….