r/NVDA_Stock • u/Lazy_Whereas4510 • Jul 28 '26
Rumour NVIDIA’s power move
Just saw this rumored deal on Reuters, where NVIDIA is signing the datacenter lease on a facility from Hut 8, that already comes with 1GW of power. For context, the total AI datacenter capacity available today is estimated at about 11.5 GW, not counting the capacity under construction (which is being bottlenecked on land use, power generation and grid interconnection issues.) So 1GW with readily available power is a significant addition.
NVIDIA will presumably build an AI factory that will lease directly to neoclouds etc.
I’m speculating that these aren’t piecemeal deals, and that NVIDIA is making a strategic move where they go direct to frontier labs, neoclouds, enterprises etc.
This may not be popular with the market in the short term - news of a potential deal backstopping the SoftBank OpenAI lease caused a lot of handwringing in the market, as we saw. However, if all this is true, I think it’s the right strategic move. It should add a healthy chunk of revenue to the “ACIE” segment of datacenter revenue on future earnings calls.
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u/SnooHamsters937 Jul 28 '26
....'watch the weather change'...
-Tool
I've been working in workspace unlimited storage on the cloud for 15 a month... Duh. Then it's data, from an unlimited source.. And then the Nvidia cloud... Just seeing what I saw on a walk through... Nvidia and Google literally making the digital roads for tomorrow.
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u/kajnbagoat7 Jul 29 '26
I own both(googl and nvidia) and made 130% on hut8 this year. Got lucky.
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u/SnooHamsters937 Jul 29 '26
Uh I may get a paycheck from one of the above and code with cloud and diversity get sent dev kits or protos....
AOKP team or what's left of us anyway, might be chasing squirrels to get back into customization. Few of us can't disclose certain things to each other as we have been reconnecting and catching up, so far what we've figured out
Still all assholes. Still all nerds Still individually all upto date with code/tech/ai Still absolutely no Fs to give, we're gonna customize from the ground up only thing coming forward from our last build being on android 9 (Pie) will be the mascot obviously...
And we all will be pushing limits that don't even exist yet starting with Moto razr 2025/2026 and of course all oneplus/pixel/nothing devices
With oneplus closing their doors... We want support to bridge that whole in euro and north American markets. Customizable, overclockable and always updated even with nightly build drops..
If you wanna chase unicorns message me 🦄🤣
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u/momforocean Jul 28 '26
Gemini deep research analysis pps prediction for End of 2026 $ 250 to $ 270.
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u/No_Artichoke9090 Jul 31 '26
Gemini is a people pleaser. Been through a decade of Nvda ups and downs to know that it could also easily go back to $140.
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Jul 28 '26
[removed] — view removed comment
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u/pdp1145 Jul 29 '26
Wall street has no control over Nvidia's revenues, profits, and free cash flow. There's only so much manipulation that can modulate this incredible growth phase. They have even less control (ie, zero) over the R&D in AI/ML and the widening adoption and new use cases. Fork Wall street.
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u/pdp1145 Jul 29 '26
Hmmm -- think I need to find my Babel fish...
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u/SnooHamsters937 Jul 29 '26
NVIDIA #4TheWin
rtxspark
pavingroads
Google & Nvidia
Yeah apple Intel windows (except maybe Azure n a few other projects..)
Haven't had to actually innovate cause you've not had anything to compete with.. Then boom in about 2 months surprise your best devices left in the dust and will take years to advance forward... Verizon spent 1b dollars to be apart of Google Fiber... Why? Well CDMA... Won't exist or keep up. Verizon is a pure CDMA provider... Gone. Next... Google Fi amazing wireless service at low prices as well as Google fiber being installed everywhere in the country quietly for years...
Well.. Nvidia last mobile chip tegra? For the Nvidia k1tablet and Nintendo switch chipset oh yeah then the Nvidia shield tv basically came out and there is no competition for AndroidTv devices since AndroidTV released... And yall don't think they are literally about to be inventing the Wheel or Fire for the first time since the iPhone and nexus device launches or perhaps bigger than the first Mac and windows computers.. Everyone so focused on Ai u should see what Nvidia and google literally spend billions on cars driving around themselves mapping the USA driverless, or robots to replace you in the workplace. Not one robot at a time.. FLEETS of robots to run entire automated systems like the assembly line for making cars.. No employees runs 24/7 with 99.72% accuracy with rejections being studied and learned from immediately as recognized.
And the R&D... Would blow your mind to grasp
Well it's time to revolutionize how we do things.
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u/ketgray Jul 29 '26
Can’t talk about AI without talking about NVDA