According to @sama, a new partnership will use AMD chips to serve users, and this is incremental to ongoing work with NVIDIA, indicating added demand across both suppliers. Source: @sama on X, Oct 6, 2025, https://twitter.com/sama/status/1975185516225278428 According to @sama, NVIDIA purchasing is planned to rise over time, flagging continued accelerator procurement that equity traders can monitor via AMD and NVIDIA order flow and options activity. Source: @sama on X, Oct 6, 2025, https://twitter.com/sama/status/1975185516225278428 According to @sama, the statement that the world needs much more compute underscores expanding AI compute requirements, but no cryptocurrencies were mentioned, so any crypto market implications are indirect and sentiment-driven rather than explicit. Source: @sama on X, Oct 6, 2025, https://twitter.com/sama/status/1975185516225278428

According to @CNBC, Nvidia's market cap topped $4.5 trillion following a string of AI infrastructure deals, marking a new valuation milestone for NVDA and the broader AI equity theme (source: CNBC). According to @CNBC, the report focuses on Nvidia's valuation and AI infrastructure agreements and does not detail cryptocurrency market moves (source: CNBC).

According to @ReutersBiz, Nvidia announced a $100 billion investment in OpenAI, and Janet Mui of RBC Brewin Dolphin told Reuters this shows insatiable demand for computing power, source: Reuters Business. @ReutersBiz also reports Mui warned that profits from AI may be concentrated in a small number of companies, a concentration risk traders should factor into positioning and risk management, source: Reuters Business.

According to Soumith Chintala, a 10GW AI build equates to roughly $340B of Nvidia H100s at $30,000 per GPU, assuming 20% of power is reserved for non-GPU components (source: Soumith Chintala on X, Sep 23, 2025). He further estimates a 30% volume discount would reduce OpenAI’s outlay to about $230B (source: Soumith Chintala on X, Sep 23, 2025). Chintala contrasts the discounted scenario with a hypothetical where OpenAI pays full price and Nvidia reinvests the implied $100B delta into OpenAI equity, highlighting how deal structure could shift realized revenue versus strategic upside for NVDA (source: Soumith Chintala on X, Sep 23, 2025). For trading, the two price paths frame NVDA sensitivity to pricing power, gross margin mix, and potential strategic financing; if the 10GW plan referenced by OpenAI Newsroom on X guided actual orders, the magnitude implies a multi-hundred-billion-dollar pipeline that would be material for semis and AI-infrastructure equities while reinforcing AI-compute scarcity narratives that can influence crypto-adjacent GPU plays (sources: Soumith Chintala on X, Sep 23, 2025; OpenAI Newsroom on X as linked by Chintala).

According to @StockMarketNerd, NVIDIA (NVDA) has invested $100B in OpenAI and would sell significantly more GPUs to the company (source: @StockMarketNerd on X, Sep 22, 2025). The post includes no links, filings, or official statements to verify the claim, so it should be treated as unconfirmed information (source: @StockMarketNerd on X). Traders should wait for confirmation via NVIDIA investor relations, SEC filings, or an OpenAI announcement before repositioning, and monitor NVDA and AI-linked risk assets for potential volatility if confirmation arrives (source: lack of verification in the original post by @StockMarketNerd).

According to @stocktalkweekly, NVIDIA signed a letter of intent for a strategic partnership with OpenAI to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s AI infrastructure, with NVIDIA intending to invest up to $100 billion progressively as each gigawatt is deployed; the post references ticker $NVDA, source: @stocktalkweekly. The post quotes NVIDIA CEO Jensen Huang calling the investment and infrastructure partnership the next leap forward, targeting deployment of 10 gigawatts to power the next era of intelligence, source: @stocktalkweekly. The post also quotes OpenAI CEO Sam Altman stating that compute infrastructure will underpin the future economy and that OpenAI will utilize what it is building with NVIDIA to deliver AI breakthroughs at scale, source: @stocktalkweekly. For traders, the progressive per-gigawatt structure indicates a milestone-based deployment cadence rather than a single upfront outlay, derived from the staged framework described in the post; the post does not mention any cryptocurrencies, source: @stocktalkweekly.

According to @StockMKTNewz, Nvidia (NVDA) may generate more free cash flow than any other U.S. company next year, as stated in an X post dated Sep 20, 2025 (source: @StockMKTNewz). According to @StockMKTNewz, the claim highlights potential free cash flow leadership for NVDA, a key metric equity and options traders monitor for valuation and capital return capacity, though no figures or methodology were provided in the source (source: @StockMKTNewz). According to @StockMKTNewz, the post did not include additional catalysts, timelines beyond next year, or any mention of crypto market implications (source: @StockMKTNewz).

According to @StockMKTNewz, China’s antitrust regulator said a preliminary investigation found Nvidia (NVDA) violated the country’s antimonopoly law tied to an acquisition completed in 2020, citing WSJ as the report source. Source: @StockMKTNewz; WSJ. According to @StockMKTNewz, the United States and China are holding trade talks in Spain, adding a concurrent macro backdrop to the regulatory headline. Source: @StockMKTNewz. Trading implications focus on headline risk around NVDA and AI chip supply chain exposure to China, with potential short-term volatility as markets price regulatory and trade developments into AI equities and related risk assets. Source: independent analysis based on @StockMKTNewz; WSJ.

According to @KobeissiLetter, Nvidia’s Q2 revenue from other categories totaled 2.75 billion USD, marking a sharp jump. According to @KobeissiLetter, with H20 chip sales to China halted, customers in China leaned on non-restricted product categories. According to @KobeissiLetter, this revenue mix underscores very strong demand for Nvidia chips and is a data point traders can monitor when assessing NVDA, semiconductor peers with China exposure, and AI-theme crypto market sentiment.

According to The Kobeissi Letter, Nvidia’s base-case for the next quarter assumes zero H20 chip sales to China, implying that models should anchor to no China H20 revenue near term (source: The Kobeissi Letter). According to The Kobeissi Letter, any improvement in US-China relations or any resumption of China-bound chip shipments would be an upside catalyst and could render NVDA shares cheap versus current expectations (source: The Kobeissi Letter). According to The Kobeissi Letter, the key trading variable is policy-driven export outcomes to China, and positioning should reflect zero H20 sales as the default while treating any positive China headlines as incremental upside risk to the guide and multiple (source: The Kobeissi Letter).

According to DeepLearning.AI, after the U.S. cleared Nvidia and AMD to resume AI chip sales, Chinese authorities ordered a security review of Nvidia's H20 and urged local firms to buy domestic GPUs (source: DeepLearning.AI tweet, Aug 22, 2025). Officials also probed alleged backdoor risks in the H20, which Nvidia disputes (source: DeepLearning.AI tweet, Aug 22, 2025). The source highlights concrete actions by Chinese authorities toward Nvidia's H20 and procurement guidance for local firms that are directly tied to AI chip sales into China (source: DeepLearning.AI tweet, Aug 22, 2025).

According to @StockMKTNewz, he has not sold a single share of Nvidia (NVDA), indicating his continued personal holding in the stock (source: X post by @StockMKTNewz on Aug 13, 2025). The post adds no price targets, valuation rationale, risk parameters, or selling plan beyond this holding update, providing no additional timing guidance for traders (source: X post by @StockMKTNewz on Aug 13, 2025). The statement focuses solely on NVDA equity and does not mention cryptocurrencies or digital assets, so no crypto market impact is stated by the author (source: X post by @StockMKTNewz on Aug 13, 2025). The post contains no trade recommendations or signals beyond disclosure of ongoing ownership (source: X post by @StockMKTNewz on Aug 13, 2025).

According to @WatcherGuru, Nvidia CEO Jensen Huang stated that Nvidia's technology is a generation ahead of Huawei, emphasizing the company's leadership in AI chips. However, Huang warned that if the United States limits participation in China, Huawei will fully meet China's AI technology needs. This statement has direct implications for NVDA stock performance and the broader AI sector, potentially impacting investor sentiment in both equities and cryptocurrency markets linked to AI development and US-China tech competition (source: @WatcherGuru).

According to StockMKTNewz, Nvidia CEO Jensen Huang stated that the United Kingdom has the largest AI ecosystem in the world without its own dedicated infrastructure and confirmed that Nvidia will invest to fill this gap (Source: StockMKTNewz, June 9, 2025). For crypto traders, this move signals potential acceleration in AI-powered blockchain development and increased demand for AI chips, which could positively impact both Nvidia stock and AI-related crypto tokens. The announcement also highlights the UK's emergence as a global AI and tech hub, likely attracting further institutional investment in AI and Web3 projects.

According to Crypto Rover on Twitter, Nvidia ($NVDA) reported $44.1 billion in revenue for Q2 2025, surpassing analyst expectations (source: Crypto Rover, Twitter, May 29, 2025). This record-breaking financial result is significant for crypto traders, as Nvidia's GPU products are critical for blockchain and AI-based mining operations. Higher-than-expected earnings could indicate strong demand for AI and crypto mining hardware, potentially bolstering sentiment in related altcoin markets and influencing GPU supply trends. Traders should monitor price movements in both Nvidia stock and GPU-dependent crypto assets following this announcement.

According to StockMKTNewz, Nvidia’s Q1 2025 earnings report exceeded analyst expectations with record revenue of $28.5 billion, driven by strong AI chip demand (source: StockMKTNewz, May 28, 2025). This robust performance is fueling increased institutional confidence in AI infrastructure, which is closely tied to blockchain and cryptocurrency mining technologies. Traders should note that positive Nvidia results often correlate with bullish sentiment in GPU-reliant crypto assets and tokens linked to AI and high-performance computing sectors.

According to @StockMKTNewz, NVIDIA CEO Jensen Huang stated that 'the age of AI is here,' highlighting the company's readiness across AI infrastructures, sovereign AI, enterprise AI, and industrial AI (source: @StockMKTNewz, May 28, 2025). This concrete commitment signals continued demand for NVIDIA's AI chips, which play a central role in both stock momentum (NVDA) and the cryptocurrency mining sector. Traders should note that NVIDIA’s advanced GPUs are essential for AI model training and blockchain operations, potentially impacting crypto token valuations and GPU-based mining profitability.

According to Brad Freeman (@StockMarketNerd), NVIDIA's ($NVDA) data center revenue ramp is unprecedented, strongly driven by soaring demand for AI and machine learning infrastructure. This explosive growth directly impacts the cryptocurrency market, as more advanced GPUs and data center hardware are vital for both AI-driven trading algorithms and crypto mining operations. Traders should monitor NVIDIA's quarterly earnings and data center segment for signals of further hardware supply shifts, which could influence the pricing and availability of mining equipment, potentially affecting crypto asset volatility and long-term market trends. (Source: https://twitter.com/StockMarketNerd/status/1927848566518612450)

According to Stock Talk (@stocktalkweekly), Nvidia's Q2 guidance reveals a strong underlying performance, as the company projected $45B in revenue—slightly below expectations due to an $8B impairment related to the H20 chip. Excluding this impairment, revenue guidance would have been $53B, indicating robust AI chip demand. The market reaction has been positive for $NVDA, and traders are closely tracking the stock's moves due to its influence on AI-driven cryptocurrencies such as RNDR and FET. Source: Stock Talk (@stocktalkweekly), May 28, 2025.

According to Brad Freeman (@StockMarketNerd), Nvidia (NVDA) and SentinelOne (S) are set to release their earnings reports tonight, with a NVDA snapshot expected around 4:30. These earnings are highly anticipated due to Nvidia's pivotal role in AI hardware and its influence on crypto mining efficiency, as well as SentinelOne's relevance in cybersecurity for digital assets. Crypto traders should monitor NVDA's financial results for potential impacts on GPU supply and mining profitability, while SentinelOne's performance could signal shifts in security trends affecting blockchain infrastructure (source: @StockMarketNerd).