NVDA 仍是 AI 创新的主要受益者；近期股价走强以及 GPU 价格持续上涨表明该板块前景依旧可期。

Nvidia has changed the AI market once again, and I know what you're thinking , Jose, you say that every week. But today, I want to take a closer look at some of the amazing announcements happening with Nvidia.

if you're an investor in Nvidia, you probably had a great week, didn't you? The stock reached nearly $238 on Friday , hitting a sort of all-time high . The market capitalization is currently around $5.7 trillion .

I won't lie, we just received those dividends distributed last week. I am very, very excited to be a contributor to Nvidia. Although the stock has only risen by 23% since the beginning of the year so far, hasn't it?

These are impressive numbers. I know that sometimes investors, and people who don't own Nvidia stock, say that these are beginner numbers. 23% is a fantastic percentage in my opinion, especially for long-term shareholders.

Then when you get those amazing profits, I mean 25 cents , it's something, isn't it? It's something.

Now, in today's episode, we'll talk a little about some of the "oh my god" moments that I think Nvidia went through this week. I think there is a lot of great news that is impacting the artificial intelligence industry as a whole.

But now I want to talk about the “oh dear” moment that Nvidia caused for another player in the semiconductor field. Therefore, I believe that Nvidia is the destination and will continue to benefit from all kinds of AI innovations .

On October 1st, we saw a post on the Nvidia blog confirming that the ultra-fast GPT-6 Astra model runs on the Blackwell architecture. The ultra-fast Astra can deliver code generation up to 18 times faster than the standard version of Astra. This is extremely important, isn't it?

Because there were other competitors, other players in the semiconductor industry who said, "Look, Nvidia is good at these things, but it's not going to be good at speed." Now, in this blog, because Nvidia's graphics processing units are highly programmable and the entire system they created is very programmable, this allowed the AI model to help make that model better at ultrafast solutions.

However, Nvidia is adding a new configuration to its "DJX Park" device. For those who are not familiar, " DGX Park" is an artificial intelligence computer that I designed for developers.

They have added a new configuration with a capacity of 64 gigabytes. This device will arrive on October 23 through hardware partners with a starting price of around $5,000. That's interesting, isn't it?

Because the original version of it had a capacity of 128 gigabytes. Any weakness in the memory of this new configuration. But, due to a lack of memory, and not because of a price war, prices have become insane.

Therefore, I mentioned that the 64GB version costs around $5,000. Can you guess the price of the 128GB version when it was released a little less than a year ago? Its original cost was $4000, wasn't it?

So, this is crazy. Then in February, I think its price rose to around $4,700. And now, it is listed at a price of $7,000 or thereabouts.

For Nvidia, seeing this price increase, they say, " Look, we're introducing a 64GB model, which is half the memory and $1,000 more expensive." This tells you exactly what the market is like right now .

If they are doing that now , it is because prices have risen so dramatically and are not going to change anytime soon. I felt that if there had been a possibility of the situation changing within a quarter of a year or so, Nvidia would have postponed it.

It's as if she's saying, "You know what? We're launching this product three months from now." But this tells me that the situation will not change.

Now, the last topic I would like to take a closer look at concerns Nvidia's graphics processing units. Amazon has stated that starting October 2nd, some select AWS units will see a price increase; For B200 and B300, there will be an increase of approximately 15%, and for H100 and H200, there will also be an increase of approximately 15%.

As for the A100, it will also see some price increase. So, A100, right? It is a product that is over 6 years old and is still experiencing price increases.

This gives me again that optimistic indication that the supply and demand for tokens will continue to be in imbalance, which makes me think that this sector will be very promising for the cloud, semiconductor, and ultrascale centers.

Anyone with active energy will benefit greatly. More importantly, things like "dots" will continue to give me that optimistic outlook on these stocks.

I think this was a major, radical change for Nvidia. I mean, especially the ultra-fast solution, and more importantly, the continued rise in prices of graphics processing units, and indeed "dots", right ?