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The "NVIDIA Moment" is about to arrive: Under the impact of DeepSeek, can Jensen Huang deliver a satisfactory answer?
① After the market closes on February 26 Eastern Time, NVIDIA will release its Earnings Report for the fourth quarter of fiscal year 2025; ② This is NVIDIA's first Earnings Report since the launch of DeepSeek and also the first complete Earnings Report after the full production of the Blackwell chip. ③ Options Trading traders expect a 7.7% fluctuation in NVIDIA's stock price following the Earnings Report release, which equates to a massive market fluctuation of approximately $280 billion.
Is Zuckerberg coming to save the market? Reports indicate that Meta is planning a giant Datacenter worth 200 billion dollars.
According to reports, Meta is in discussions to establish a new Datacenter campus. Depending on the required number of chips and Electrical Utilities demand, the project could exceed 200 billion dollars, potentially becoming the largest of its kind. This Datacenter may ultimately require a power supply of 5-7 gigawatts. In comparison, OpenAI plans to acquire 8 gigawatts of power for the "Stargate" project by 2030.
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