Shay Boloor(@StockSavvyShay):$NVDA says Blackwell software optimizations improved DeepSeek V4 performance by ~5x in one month cutting token costs to ~20% of prior levels. Nvidia’s value keeps compounding after deployment as software, CUDA, networking and hardware drive more throughput from the same GPUs.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.06.30 16:46

$NVDA says Blackwell software optimizations improved DeepSeek V4 performance by ~5x in one month cutting token costs to ~20% of prior levels. Nvidia’s value keeps compounding after deployment as software, CUDA, networking and hardware drive more throughput from the same GPUs.