NVIDIA WKN: 918422 ISIN: US67066G1040 Forum: Aktien Thema: Hauptdiskussion

Also nie

Wer mal schauen möchte, Nvidia ab Minute 10.48 https://youtu.be/gcuxrWhGXo8?is=eUDIx4ltsrUXejAp

Mal eine allgemeine These von mir bitte meinung. Kreiswirschaft und kreuzfinanzierung immer komisches Gefühl aber.... Mit rubin verkauft nvidia nicht einmalig chips sondern auch ein jährliches abomodell wo kunden an ihr Ökosystem gebunden werden. Lauf ki bringt dieses abomodell einen Cashflow von 20 bis 40 miliarden jährlich ab Anfang 2028 wenn die Ziele von rubin erreicht werden. Alles was vor rubin passiert sehe ich an keuzinvestition auch sehr kritisch. Mit rubin ist es aber eher ein schenken und ein künstliches auf dem markt werfen von eigenen Produkten welche aber in Zukunft Cashflow unabhängig von zyklischen chipverkäufen liefern . Wie seht ihr das

Ob die 160 heute hält

Da hilft vorübergehend doppelte 🩲🩲

Markus Koch Wallstreet von gestern, interessant! YT

Melden die nicht heute Zahlen?

NVIDIA Signs $50 Billion Lease with Hut 8 for Texas Data Center GuruFocus News 07/28/2026 06:31 On July 27, 2026, NVIDIA Corp announced a significant lease agreement worth up to $50 billion with Hut 8 for a data center currently under construction in Texas, as reported by the Financial Times. This deal highlights NVIDIA's commitment to expanding its cloud computing and data infrastructure capabilities. What's Behind the News? The lease agreement with Hut 8 is a strategic move for NVIDIA as it seeks to bolster its data center footprint, which is increasingly essential for supporting its AI and cloud services. The demand for data processing capabilities has surged, driven by advancements in artificial intelligence and cloud computing. This partnership not only reinforces NVIDIA's position in the competitive landscape of data solutions but also aligns with the broader trend of tech companies investing heavily in infrastructure to meet growing customer needs. www.gurufocus.com/news/8981943/nvidia...

NVIDIA (NVDA) Partners with SK Hynix for AI Memory Supply Deals GuruFocus News 07/28/2026 06:11 On July 27, 2026, NVIDIA experienced a notable decline of 4.99% amidst significant market shifts following the announcement of major AI collaboration agreements during a South Korean government summit. In contrast, Broadcom (AVGO) saw a slight increase of 0.34%. This news comes as Samsung Electronics and SK Hynix faced substantial losses, both down 7.47%, as investors reacted to the implications of these partnerships on the memory chip supply chain. What's Behind the News? The recent announcements from the South Korean government summit highlight significant collaborations aimed at securing the supply of advanced memory chips critical for AI development. The largest agreement involves a memorandum of understanding between NVIDIA and SK Hynix, valued at over $500 billion, which includes plans to establish a 2GW AI factory by 2027. This strategic move is expected to bolster the supply chain for next-gen high-bandwidth memory (HBM) and reflects an aggressive strategy by major AI players to secure memory supplies ahead of rising demand. www.gurufocus.com/news/8981941/nvidia...