Message is there is unprecedented demand of $intc AI chips and CPUs. Foundry customers liking what they see with 14A and 18A-P

Hard to believe, but the hottest market on earth, AI compute, has no real exchange. Deals are OTC, by phone and PDF, like oil in 1983. It cannot go on an order book: GPUs are heterogeneous like oil, an H100 on InfiniBand in Virginia is not an H100 in Jakarta, and perishable like electricity, an idle hour at 3am is gone forever. Nothing with both properties has ever traded cleanly. So H200 hours cost what they did at launch and the whole market clears over Signal. This is a NEAR Intents shaped problem. You cannot post an order for a thing with no standard grade, but you can post a need: a thousand GPUs of roughly this shape, this region, these weeks. Solvers who have it, or can stitch it from five clouds, come back with a price. The biggest market without an exchange will get one, and it will look like near:native Intents, not Nasdaq.

i’d love to trade $NVDA during this festive season, AI is literally everywhere rn, and nvidia is one of the biggest names behind the scenes, kinda exciting to see how all this AI hype translates into actual market moves, definitely one i’d love to keep an eye on #TradeTheMoment #WallStreetFestival

AI CAPEX spend for 2027 is going to be more than 2026 and people are going for the bubble to pop today?

$IREN just launched IREN Europe at NVDA GTC Berlin and secured a construction permit for a massive 300MW AI campus in Badajoz, Spain! 🇪🇸 Let that sink in. A single European campus represents 62.5% of IREN’s entire 480MW year-end 2026 AI cloud capacity target! $IREN ISN’T JUST BUILDING DATA CENTERS. IT’S BUILDING THE FOUNDATION OF THE AI ECONOMY.

This clearly means confirmed foundry customers. As ceo lipbu mentioned multiple times he will not spend a penny unless thete are external orders for 14A foundry $intc LFG!

$80B losses for the first half of the year and the threat of a possible bankruptcy (if they can't raise enough capital to fund the computing needs) surely demands a valuation of at least $3 Trillion. 👏👏 #Anthropic

The interesting part is that Nvidia doesn’t have to wait for humanoid robots to go mainstream. Training, simulation, and real-world deployment could all drive GPU demand along the way. The robotics boom might be a much bigger opportunity for $NVDA than the hardware we see today.

Six days earlier NVIDIA open-released Nemotron 3.5 Super VL: 120B parameters, open weights, open datasets, training recipes. Adopters already include Scale AI, Salesforce, CrowdStrike, Perplexity. The strategy is blunt: the model is the free gift, the infrastructure is the transaction. the models are free now. The scarce inputs are chips, watts, and grid connections, and they are being sold on 10% paper. Price per task is the only chart that matters in AI. Watch the power contracts, not the launch videos. One asset nobody can print, one machine that runs on borrowed billions. Two different bets on the same debasement trade. Position accordingly.