T-Rex 2X Long NVIDIA Daily Target ETF(NVDX.US)

Last Updated 19:00:00 ET
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T-Rex 2X Long NVIDIA Daily Target ETF
NVDX.US
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Jensen Huang's full speech at CES is here! Rubin is fully operational, computing power has surged by 5 times, breaking down the barriers to intelligent driving, all in the physical world

NVIDIA's Vera Rubin platform has fully entered production, enhancing AI inference performance by 5 times and reducing costs to 1/10 through "extreme collaborative design," directly addressing the pain points of intelligent agents that "cannot afford" and "cannot remember." Jensen Huang announced that AI has entered the second half of "thinking," exclaiming that "the moment of physical AI's ChatGPT is near." Through the open-source intelligent driving model Alpamayo and collaboration with Siemens, NVIDIA showcased a full-stack puzzle from chips to robots

Wallstreetcn·
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NVDA
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NVDL
-8.95%
HK
07788
-2.34%
Wallstreetcn·
US
NVDA
-4.38%
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NVDL
-8.95%
HK
07788
-2.34%

The United States has relaxed export controls on NVIDIA H200 chips to China

The United States has relaxed export regulations on NVIDIA's H200 chip to China, allowing its sale of the artificial intelligence chip to China. This sale will be subject to approval and security review by the U.S. Department of Commerce, which will charge relevant fees

Wallstreetcn·
US
NVDA
-4.38%
US
NVDL
-8.95%
HK
07788
-2.34%
Wallstreetcn·
US
NVDA
-4.38%
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NVDL
-8.95%
HK
07788
-2.34%

At the "Medical Spring Festival," NVIDIA elaborated on "How to Implement AI in Healthcare"

JP Morgan stated that NVIDIA is making a "full-stack" layout in AI healthcare, building a closed loop from chips to tools to domain models, known as the "dry lab - wet lab" flywheel. At the same time, AI is transitioning from "pilot" to "employed," with the deployment speed of commercial AI in the U.S. healthcare industry being three times that of the overall economy. At the physical laboratory level, NVIDIA is collaborating with Thermo Fisher Scientific, and the industrialization process of drug discovery is also accelerating

Wallstreetcn·
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TMO
+0.05%
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NVDL
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+0.05%
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EXCLUSIVE -China's customs agents told Nvidia's H200 chips are not permitted, sources say

Chinese customs authorities have reportedly informed agents that Nvidia's H200 AI chips are not permitted to enter China, raising concerns about a potential ban. The motives behind this directive remain unclear, with speculation that it may be aimed at promoting domestic chip companies or as a bargaining tactic in U.S.-China relations. The U.S. recently approved H200 exports to China, but restrictions on high-end chip exports have been in place since 2022. Chinese firms have placed significant orders for the H200, which is considered crucial for AI development.

Reuters·
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NVDA
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NVDL
-8.95%
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-2.34%
Reuters·
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NVDA
-4.38%
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NVDL
-8.95%
HK
07788
-2.34%

What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
-4.38%
US
MU
+0.62%
Wallstreetcn·
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NVDA
-4.38%
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MU
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