According to @KobeissiLetter, Nvidia’s Days Inventory Outstanding is surging while H20 chip sales have halted, citing a chart from Zerohedge and stating this positions Nvidia to deploy inventory once a deal is reached, source: @KobeissiLetter on X dated Aug 28, 2025. For traders, the post highlights NVDA headline risk around any H20-related deal and potential timing of inventory release as near-term catalysts, while noting the source provides no direct crypto market data, source: @KobeissiLetter on X dated Aug 28, 2025.

According to StockMKTNewz, NVIDIA ($NVDA) has surpassed Microsoft to become the largest company in the world by market capitalization as of June 3, 2025 (source: StockMKTNewz on Twitter). This milestone highlights NVIDIA’s dominance in the AI and semiconductor sectors, which are foundational for blockchain and cryptocurrency mining technology. Traders should note that increased investor confidence in NVIDIA often signals stronger demand for GPUs, directly influencing crypto mining efficiency and profitability. The shift in market leadership underscores the growing relevance of AI-linked stocks to the broader crypto ecosystem, potentially driving volatility and opportunity in related digital assets.