$NVDA $TSLA: Even after Nvidia’s $100B deal with OpenAI

来源: chyang98 于 2025-09-26 11:46:44 [档案] [旧帖] [给我悄悄话] 阅读数 : (1812 bytes)

本帖于 2025-09-26 11:55:26 时间, 由普通用户 chyang98 编辑

$NVDA $TSLA

Even after Nvidia’s $100B deal with OpenAI this week, Jensen believes that Elon will be a big winner…

“I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU.” pic.twitter.com/cSWSzj6NCO
— amit (@amitisinvesting) September 26, 2025

Jensen just explained how the TAM for NVIDIA AI could be $5T ANNUALLY. pic.twitter.com/X0w46TSsZS
— The AI Investor (@The_AI_Investor) September 26, 2025

1.21 Gigawatts of training @xAI !!! *****Ucv5VLr6Ne pic.twitter.com/KF5ANCUcEU
— Elon Musk (@elonmusk) September 26, 2025

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• 据说是55万颗英伟达的Blackwell晶片。一龙又拿到了政府的大单，肯定是黄仁勋的大客户 -ylad12231313- ♀ (0 bytes) () 09/26/2025 postreply 12:08:37

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