$NVIDIA (NVDA.US)$
Quoted below
According to the supply chain, Foxconn's factories in Taiwan and Vietnam operated during the Spring Festival period, with a total of over 5,000 people working at full capacity, achieving the delivery target for the GB200 set by NVIDIA by the end of January in the fiscal year.

$NVIDIA (NVDA.US)$
Chip-level cost performance ratio (the higher the value, the better).

$NVIDIA (NVDA.US)$ Since last year, Big Tech has invested heavily in LLM data centers, starting with the question of whether returns can be obtained, and there have also been fever issues and yield issues that have arisen many times. Also, comparisons between GPUs and ASICs mean that AVGO is the favorite over NVDA, and DeepSeek shock and concerns about the future potential of NVDA have come up many times, but in the end, it's safe to say that it was all an overreaction? I think so. It's still a bit high, but since there are no fundamentals issues, I think it's like a test because NVDA won alone. Feelings may be shaken when stock prices are sluggish, but let's all holders firmly hold NVDA and form assets 👍

$NVIDIA (NVDA.US)$
- YouTube
Mr. Satoshi Nakajima.
- YouTube

$NVIDIA (NVDA.US)$
The latest AI from China, "DeepSeek", is causing a huge reaction around the world. It has quality comparable to the top-tier service "ChatGPT Pro" from Open AI (monthly fee of 0.03 million yen), and it is free. However, the overseas media's praise-filled mood has drastically changed. Concerns have begun to arise about Outflow of personal information to the Chinese government.
On February 3, 2025, the logo of the Chinese AI assistant app "DeepSeek" displayed on a Smart Phone - Photo = ©Zakariya Yahya／IMAGESLIVE via ZUMA Press Wire／Kyodo News Images.
No one believed it could be completed.
The Chinese AI startup "DeepSeek" has developed the latest artificial intelligence model, "DeepSeek-R1." It has succeeded in creating an AI with performance equivalent to the latest model "o1" from American OpenAI at less than one-tenth the cost of competitors, generating significant buzz.
The founder of DeepSeek is the investment fund "High Flyer's"...

$NVIDIA (NVDA.US)$
On the 14th, Meta confirmed to employees the establishment of a new team. It is said that Mark Whitten, who resigned as CEO of General Motors' (GM) Self-Driving Cars division Cruise in February, will lead the new team. Whitten has experience as an executive at gaming company Unity Software and Amazon.com.
Meta plans large investments in the development of AI-powered humanoid robots – sources.

$NVIDIA (NVDA.US)$
Artificial Intelligence (AI) startup, U.S.Open AI was founded by former employees in 2021. It has attracted attention with investments from Amazon.com totaling 8 billion dollars (approximately 1.26 trillion yen). The board of directors (equivalent to the board) announced on the 14th that it officially rejected a buyout proposal valued at $97.4 billion (approximately 14 trillion 800 billion yen) from an investor group led by businessman Elon Mask, which aimed to take control of the nonprofit organization.
Chairman Brett Taylor of OpenAI explained in a statement, "OpenAI is not for sale, and the board unanimously rejected the latest attempt by Mask to hinder competition."
The OpenAI board of directors has formally rejected the 14.8 trillion yen acquisition proposal from Mr. Mask and others.

$NVIDIA (NVDA.US)$
The claims regarding the cost efficiency of DeepSeek initially raised concerns among Nvidia Corporation investors, but comprehensive analysis revealed that breaking the company's superiority in AI Chips would likely be difficult.
Despite long-term risks, Nvidia's strong ecosystem, innovation, and financial strength position the company to maintain leadership in the AI Chip market.
If the management's forecast for the first quarter of fiscal year 2026 exceeds Analyst Financial Estimates, many of the negative factors surrounding the company's stock due to DeepSeek will likely dissipate.
The buy rating for NVDA will be maintained for aggressive growth investors.
Nvidia Corporation (NASDAQ : NVDA The stock price of Nvidia Corporation has stagnated over the past few months due to concerns about its valuation, and the market has become sensitive to selling the stock if the company's high revenue growth and profitability are actually or perceived to be under threat. An example of a perceived threat to revenue growth is thatDeepSeek ( ...

$NVIDIA (NVDA.US)$
You can drink at least some milk🍼, right.
Drink this and hurry home★.