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

加入 February 2019

319 正在关注 442.2K 粉丝

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.

显示更多