$NVIDIA (NVDA.US)$ At 3 am, NVIDIA's official website updated a small line of text: "DeepSeek large model certified through NVIDIA's full-stack technology".
This inconspicuous announcement is setting off a chain reaction in the AI arms race.
This is not certification, but the positioning of arms dealers.
When global technology giants are hoarding H100 chips madly, NVIDIA chooses to include DeepSeek in the official recommended list.
The underlying implication is deafening.
Global TOP 3 large model players have been included in NVIDIA's ecosystem
China's AI military competition has entered the era of 'designated suppliers'
Algorithm certification by hardware giants is restructuring the power structure of the industry
The fatal logic behind the GPU shortage.
OpenAI uses 0.017 million H100 units to train GPT-5.
DeepSeek's trillion-parameter model burns 3,000 A100 chips every day
Musk angrily hoards 0.03 million H100 chips to form a computing power fleet
Computing power hunger is devouring all AI companies - and this is precisely NVIDIA's key to dominance.
Data doesn't lie:
The demand for large-scale model computing power increases by 1000 times every year (ARK data)
NVIDIA's Datacenter revenue soared 409% year-on-year.
Each H100 unit has a gross margin of over 1000%.
While all AI companies are kneeling for computing power, NVIDIA is turning GPUs into the oil drilling platform of the digital era.
The Death Game in the Trillion Parameter Era
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$NVIDIA (NVDA.US)$ US want more money into the market so it can stimulate the economy. Since fed is not going to reduce the interest to make it happen. so i expect there are more bad news to affect the share market with the aim to reduce  share price.

$NVIDIA (NVDA.US)$ If you don't buy today, you are not suitable for stock trading.

$NVIDIA (NVDA.US)$ deepseek: DeepSeek's dominant use of the H100 over the H200 might cause **short-term concerns** about the H200's adoption rate, potentially leading to some volatility in NVIDIA's share price. However, this is unlikely to have a significant long-term impact on NVIDIA's market position or valuation, given the company's strong ecosystem, diversified revenue streams, and leadership in the AI hardware market. Investors are more likely to focus on NVIDIA's overall growth trajectory a...

$Tesla (TSLA.US)$ Keep it up, once you surpass $241 today, everything will be fine.

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At the end of this post, there is a chance for you to win points!Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
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Last week, $S&P 500 Index (.SPX.US)$ rose above 4,300 for the first time since A...

$Tesla (TSLA.US)$ why still up?

$Tesla (TSLA.US)$ Old horse, old horse