$NVDA.US$
The total investment plan for NVIDIA GPUs in Japan has risen to over 450 billion yen. Of these, the amount of support from subsidies from the Ministry of Economy, Trade and Industry is 160 billion yen or more.
(9434) SoftBank
　　42.1 billion yen
(9449) GMO Internet Group
　　1.93 billion yen
(3778) Sakura Internet
　　50.1 billion yen
(9433) KDDI
　　10.24 billion yen

$NVDA.US$
Hey, isn't this recovering?
When I invested the full amount at $138 and dropped to $92, I was a little impatient when someone dropped to $60 or a future person showed up, but they still haven't sold it and I have it!
I want them to keep going up to $140

$NVDA.US$
Is execution still far away today?
Or the whim of the decapitators?
The NVIDIA stock that costs 136 dollars is bloody, but I'm going to enjoy going through hell until $140

$NVDA.US$
There was a problem with NVIDIA's GB200 yield, and in response to reports that mass supply would be delayed by 1 quarter, supply chain and securities analysts conducted an emergency investigation over the weekend. As a result, it was found that only the unofficial GB200 had an impact on supply, and the supply of the official GB200 was stable.
Source
udn.com/ money/s...

$NVDA.US$
It seems that there are people who are afraid that NVIDIA's stock price will drop further due to Blackwell's 3-month delay. As you can see when you're at a semiconductor trading company, the 3-month delivery date often falls backwards. Fab congestion, difficulty in obtaining raw materials, pandemics, earthquakes. In some cases, it may be delayed for half a year. It's normal.

$NVDA.US$
You can buy a Blackwell in large quantities, about 7 buns,
First glance says “Excuse me, one Blackwell...”
It would be ridiculous for them to say that and sell it to me.
If the H series is doing well, I wonder if demand for data centers is spreading beyond Magu 7?
Capital investment is competitive in a sense, so if everyone who bought the H series doesn't buy Blackwell someday, the calculation speed will be poor.
NVIDIA also does software, so GPUs are super expensive, but if you put them all together, it's actually a great deal
Wouldn't it be like that?
The reason behind the fact that the H series is selling so well in the August financial results is that NVIDIA's strategy is that if you don't start with the H series, it will be too late once you enter from Blackwell
↑ how is it? Leather jacket
is it there?

$NVDA.US$
huh?
Has the execution been postponed?
I wonder if this is the wonder I woke up and am still alive?
Happy that minus 10% was only 6%?
It's not easy 😭

$NVDA.US$
In the previous question, I asked if anyone still has 130, but do they still have them? I can't escape anymore, so I still have it...

$NVDA.US$ Once we get through this downward phase, why don't we all have an off-day meeting? 🤗