$NVIDIA (NVDA.US)$
According to today's report from The Information, OpenAI supported by Microsoft (NASDAQ: MSFT) has recently explored the possibility of building a humanoid robot capable of performing a wide range of tasks.
This will bring OpenAI to the minds of other leaders in the AI revolution such as Nvidia (NASDAQ: NVDA) and Tesla (NASDAQ: TSLA).
OpenAI is reported to have discussed the construction of humanoid robots, as reported by The Information, citing two sources close to the issue.
However, according to the same sources, the construction of humanoid robots with two arms and two legs is lower priority for OpenAI compared to the continuous development of AI models.
Last week, OpenAI announced the latest frontier models, o3 and o3-mini. Currently, they are only available for testing purposes.
Nvidia is leveraging GPU and AI technology to run robot companies...

$NVIDIA (NVDA.US)$
The recent o3 breakthrough from OpenAI indicates significant demand for Nvidia Corporation's inference GPUs over the next few years.
Nvidia currently has two major vectors for scaling to drive demand. These are pre-training computations and inference computations.
Considering the cutting-edge Technology and expertise in the Options Chain, NVDA is in an optimal position to leverage the increasing demand for inference GPUs.
Despite Nvidia's dominance, competition is intensifying significantly as hyperscalers begin making substantial investments in the Hardware sector.

$NVIDIA (NVDA.US)$
HIVE Digital Technologies (NASDAQ:HIVE) has announced a $30 million investment in NVIDIA (NASDAQ:NVDA) GPU clusters in Quebec. This includes 248 units of H100 GPUs and 508 units of H200 GPUs.
The H100 cluster is expected to be operational by the end of 2024, generating an estimated annual revenue of 15 million dollars. Meanwhile, the H200 cluster is expected to arrive in January 2025, with revenue expected to exceed 20 million dollars by the second quarter of 2025.
HIVE is launching a new supercomputing cluster to meet the global demand for AI computing power.
The company is focusing on high-margin cloud computing and AI model training services, aiming for annual operating revenue exceeding $20 million by the second quarter of 2025.

NVIDIA is planning to establish a Global headquarters in Taiwan that rivals its USA headquarters, seeking a 3-hectare campus site. December 24, 2024.
NVIDIA is progressing with plans to establish a second Global headquarters in Taiwan. This plan aims to build facilities of a scale comparable to the headquarters in Silicon Valley and is considering acquiring over 3 hectares of land. CEO Jensen Huang views Taiwan as a crucial element in the company's success.
Is NVIDIA planning to build an overseas headquarters in Taiwan On 2024.12.23 at 03:00, Lu Xuehui, Taiwan Business Times.
Focusing on the northern region, prioritizing the northern city. The required land area is up to 3 hectares. The northern city government will fully support the central government.
There are rumors that the American AI technology giant NVIDIA is planning to build an overseas headquarters in Taiwan, based in Silicon Valley, USA, with the support of Huidat's Taiwan employees to construct a beautiful headquarters. Huang Renxun, CEO of Huidat, has proposed prioritizing Taipei City as the site for the overseas headquarters construction, suggesting that the required land for the headquarters would be 3 hectares (9,000+).

$NVIDIA (NVDA.US)$
I am Bullish on the company due to its solid growth drivers in AI, Datacenter, and the rapidly growing Nvidia Omniverse.
Nvidia has a dominant position in the GPU market, ensuring sustained competitive advantage and pricing power through continuous innovation such as the Blackwell B200 chip.
The Datacenter division, driven by demand for AI chips, currently accounts for approximately 88% of Nvidia's revenue and is showing significant growth.
Nvidia's Omniverse platform, through its unique features and integration with AI, opens up new sources of revenue and positions itself favorably for future growth.

$NVIDIA (NVDA.US)$
Data generation involving CoT categorized in the first part.
Reinforcement learning in the third part Policy-based recognition model in the ■ section.
There is a dedicated model for determining policies in data generation and reinforcement learning, which essentially cannot be done without a GPU when combined.

$NVIDIA (NVDA.US)$
It's time to consider what's scheduled for January 6th. It's CES 2025, also known as the Consumer Electronics Show in Las Vegas, where Nvidia's CEO Jensen Huang will deliver a keynote speech. From January 7th to January 10th, Nvidia will meet with journalists and analysts, attend the show floor, and participants can see how the company is enhancing its current and future products.
In the past, Nvidia has provided an early look at its technology at CES (such as the Nvidia Shield streaming media device and the Nvidia Drive platform for self-driving cars). The report from Wccftech, citing Nvidia partner Inno3D, suggests that Nvidia may introduce AI innovations like "neural rendering" in the consumer gaming GPU market this time, even though the chip giant may not provide hints.

$NVIDIA (NVDA.US)$
OpenAI Continuous Announcement Event; Here is a summary of the contents of the 12th day announcement:
① Introduction of the new frontier models o3 and o3 mini: - o3 achieves performance surpassing human expert levels in mathematics, programming, and scientific fields with advanced reasoning capabilities. - o3 mini provides the 'Adaptive Thinking Time' feature, which excels in cost efficiency and allows adjustment of thinking time (low, medium, high) freely.
② Overwhelming performance in challenging benchmarks: - Significant performance improvements in various high-difficulty tests, surpassing the previous model (o1 series). - Especially in the ARC-AGI benchmark, it achieved a 87.5% accurate rate comparable to or exceeding human levels with increased computational complexity.
Enhancement of safety and "Deliberative Alignment": The model itself conducts detailed thinking internally to achieve more accurate safety determinations. Public safety tests are conducted, providing early access to researchers. Aim to establish a new safety protocol.
Future developments: o3 mini is planned to be publicly available at the end of January 2024, followed by o3. Further improvements and testing will ensure a high-reliability and powerful AI...

$NVIDIA (NVDA.US)$
The $NVDA stock price (black) hit a bottom several times near the previous NTM EPS line (blue).
Will history repeat itself?