News Made in the USA: Inside Nvidia's $500 billion server gambit

[Admin]

The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

Made in the USA: Inside Nvidia's $500 billion server gambit : Read more

 

[phead128]

Hype much?

$500 Billion StarGate here, $500 billion Nvidia AI data centers here. Not including Meta's $100 billion, Microsoft's $80 billion...

That's after DeepSeek has open sourced models and optimization techniques that requires less compute requirements to train equivalent performance.

This looks more like a valuation hype as Nvidia stock has been absolutely hammered since DeepSeek moment.