Nvidia is a bull case: containerized DSX/DGX AI-factory modules can cut build time from 6 months to 14 days, lowering customer and lender risk and removing an implementation obstacle competitors face; this should support sales expansion, and the speaker expects the modules to revolutionize the market.

Nvidia also announced some developments at its recent GTC Berlin conference. we see that Nvidia's stock has risen by approximately 2.5% in the market.

Unfortunately, we are seeing a slight decline after official trading hours, which I believe is due to some current global tensions and events , with Nvidia's stock falling by approximately 1.2%.

Now, I would like to start by talking about Nvidia. Nvidia held its annual GTC Berlin conference today. Frankly, much of what was shown was familiar. If you follow this channel, you will have heard of this before, right?

They talked about the safety of AI agents , about robots, about the different types of solutions offered by the Vera platform, and about the performance improvements you get by using Vera or Blackwell.

So, much of it was pretty similar if you were following this channel. I know that many people do not follow this channel, so this information may seem new to you.

But what really shocked and surprised me was that Nvidia is creating a DSX module . This is an illustrative image; I will show the video later. These are shipping containers, and these containers contain graphics processing units (GPUs).

This also greatly facilitates power delivery and cooling . The reason behind this is their ability to reduce the production time of an AI factory from 6 months to just 14 days.

I think this is a tremendous achievement, don't you ? Because one of the biggest problems with data centers is the time it takes before a center starts generating profits, due to the need to set up the system.

This is a problem that Jensen is trying to solve, which is to eliminate many of the additional costs. You won't even need to worry about how to build the computing unit; we will build and fully set it up, and ship it to you almost ready.

The great thing about this is that it greatly reduces financial risk. On the financial side, when you lend money to someone to build huge data centers , the waiting period can be up to six months , right?

We have seen that. Six months may have passed in which the data center company has paid for the computing, but has not yet started to generate revenue. Now, that won't be the case anymore , will it?

Instead of waiting six months before you start generating revenue, you will only have to wait a few weeks. Now, as a lender, you see that the risks are reduced if we use Nvidia products.

This is the important point; using Nvidia products is currently the only available option. By using Nvidia products, the risks are reduced, the opportunity to generate revenue becomes much easier, and the likelihood of you paying for this money increases.

Okay, here we'll see some of... (I think the picture is at the end). Let's begin. This is a type of shipping container. It starts with Vera Rubin and VO72. You connect an appropriate number of them together, then place them inside a shipping container that contains components such as power, some power infrastructure is pre-integrated, and the cooling structure is also integrated , then you ship them.

This is the standard concept, in my opinion, that we hear about a lot. It was astonishing when it reached a weight of approximately 30,000 kilograms. You can add a dry cooler, an 800V DC power solution , and now you have huge systems .

You can repeat this process over and over again . If you go to Ax, you will already find some companies that use this system. I think there is an interesting company. I can't find it now, but there was an interesting company showcasing how they do it and how this is a big win for them.

Oh my God, I wish I had found him here. It was Crush Cru-Cru-This. Cruso? Cruso? I don't even know how to pronounce it, but they have a clip of about three minutes about it, and this is their paragraph, or rather their version of it.

I think this is very exciting for the semiconductor sector in the field of artificial intelligence data centers. And again, it removes a lot of risks. So, it's a huge win for Nvidia.

Here you eliminate the implementation obstacle that competitors face, and ensure, as Nvidia, that all your customers are ultimately winners. Now you are able to expand and increase sales.

These are some of the stocks I wanted to take a closer look at today. I was very optimistic about Nvidia. There was one topic that I considered extremely exciting , and that was the DGX modules designed by Nvidia, because I believe they will revolutionize the market.