NVIDIA Corporation (NVDA) 銘柄情報

Nvidia shares slide 5% as China’s DeepSeek sparks questions over AI-related capex
By: Investing | January 26, 2025

NVIDIA Corporation (NASDAQ:NVDA) shares fell over 5% in 24 hour markets, RobinHood data showed on Sunday evening, amid growing questions over the need for major capital spending on artificial intelligence after the release of China’s DeepSeek.

Nvidia slid 5.2% to an indicated $135.20, RobinHood data showed, with shares extending a 3.2% loss from Friday.

The AI darling was rattled by the release of DeepSeek R1- a large-language model that claims to rival offerings from ChatGPT and Meta (NASDAQ:META) while using a fraction of their budgets.

DeepSeek- which is funded by Chinese quant fund High-Flyer- reportedly had access to about 50,000 of Nvidia’s H100 AI GPUs, which are from the last generation of advanced AI chips.

DeepSeek’s release raised concerns that technology firms could adopt leaner, more capital-efficient approaches to AI development, necessitating lower amounts of capital expenditure on data centers and advanced AI chips.

Yardeni Research analysts said that while major tech firms could learn from DeepSeek to design cheaper AI systems, “it might not be a happy development for Nvidia.”

JPMorgan analysts argued that concerns over higher AI budgets were “overdone,” adding that DeepSeek’s efficiency came more from necessity, especially in the light of strict U.S. export controls on China’s chip industry.

Six of Wall Street’s so-called Magnificent 7 firms- which make up a bulk of Nvidia’s biggest customers- are set to report quarterly earnings this week, and are widely expected to announce increased capex in AI development.

AI giant OpenAI had last week also announced a joint $500 billion investment in U.S. AI infrastructure.

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$NVDA Not concerned until we lose Stan Weinstein's 30-week SMA
By: TrendSpider | January 26, 2025

• Not concerned until we lose Stan Weinstein's 30-week SMA.



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I look at percent movement. Nvidia again more than double down percentage over other Mag 7 stocks other than Alphabet. The article in which I gave the link had more of an impact on those two since they are more involved in selling their AI capabilities. I think you should learn to read. Doesn't sound like you're capable in either reading or math skills. Grow up!!!!!!!!!

A clarification from Google’s Gemini


Google's quantum chip was never called "Willow."
* Sycamore: This is the name of Google's existing quantum processing unit.
* Willow: In December 2024, Google announced a new quantum chip called "Willow" that is a successor to Sycamore.
So, there wasn't a name change, but rather the introduction of a new, more advanced chip.

Pretty sure Sycamore was the Chip that came before Willow. Sycamore was introduced in 2019 by Google.

I asked Gemini AI. Now I am baffled. While l Ihaven’t searched Google’s website directly, this is the first I’m hearing anything at all about something called Sycamore.

????????????????

Has Google shut down its work on its Quantum chip called Willow?

That's not quite right. Google's quantum chip is called Sycamore, not Willow. And, no, Google hasn't shut down its work on Sycamore. They're actually making a lot of progress with it.

Jeez. You’re a regular wizard, eh?

The Nasdaq futures are down over 400 points at the moment. The Dow down over 200 points. If those premarket numbers hold, almost every stock will be down tomorrow.

Not just NVDA.

Got any other brilliant predictions?

How about the rest of the Mag 7? Or maybe your wonderful AVGO?

Let’s see!

Google has not shut down further development efforts related to its quantum chip, Willow. Instead, it continues to highlight Willow as a significant breakthrough in quantum computing. The chip addresses key challenges in quantum error correction, allowing it to scale effectively while reducing errors exponentially. Willow has demonstrated the ability to perform computations that would take classical supercomputers billions of years, positioning it as a vital step toward large-scale, practical quantum computers.

This development is part of Google’s long-term commitment to quantum computing, aiming to revolutionize fields like artificial intelligence, material science, and energy production. Current efforts remain focused on advancing the technology for real-world applications

Again doesn't look like Nvidia will hold above 140. Pre-market currently shows down over $7.00. It only took this article to do it.
https://finance.yahoo.com/m/587798ae-7d17-3297-8f04-36d73349b8ff/why-china-startup-deepseek.html
We'll see what happens tomorrow but most likely won't be pretty. Takes a lot to drive the stock up but one unproven article can potentially make it the biggest percentage loser in the Mag seven.

Yep. Looking to be a painful day unfortunately if you're long or in funds ( like I am ) that have high NVDA exposure .

Kiwi

Nasdaq futures down over 300 at the moment.

I know this was from 8 months ago but I think it’s prevalent due to the news that China is getting closer to America’s lead in AI development. When this news is absorbed some may get nervous as to what it means for NVDA. That I just don’t get. In Wang’s interview from Davos, Switzerland on CNBC he stated China has a lot of H100’s. Shame on us for not governing that better but bootleggers bootleg.

That being said I believe the demand from our customers will only escalate as we are in a battle for AI supremacy, and that can only bolster NVDA’s revenues. JMO.

Elon Musk ordered Nvidia to ship thousands of AI chips reserved for Tesla to X and xAI
PUBLISHED TUE, JUN 4 20249:00 AM EDTUPDATED TUE, JUN 4 20244:10 PM EDT
thumbnail
Lora Kolodny
@IN/LORAKOLODNY/
WATCH LIVE
KEY POINTS
Emails circulated inside Nvidia and obtained by CNBC show that Elon Musk told the chipmaker to prioritize shipments of processors to X and xAI ahead of Tesla.
Musk has said he can grow Tesla into a major player in artificial intelligence and that the company is spending heavily on Nvidia’s AI processors.
By ordering Nvidia to let X jump the line ahead of Tesla, Musk delayed the automaker’s receipt of over $500 million in processors by months.

I wouldn't go so far as to say that Willow "didn't do the job". I don't think that Blackwell has much to worry about at this time, as Willow is still in the development phases. But by all reports, apparently the Willow chip holds great promise.

You tube B S Don’t be fooled. It’s hard to believe anything anymore. Everything can be faked. Kinda scary in itself. Only going to get worse imo. But the announcement of the huge new data centers is real. I hope lol

Google has not shut down its “Willow” project. In fact, in December 2024, Google unveiled “Willow,” a state-of-the-art quantum computing chip that represents a significant advancement in the field. This chip is capable of performing computations in under five minutes that would take today’s fastest supercomputers approximately 10 septillion years. Additionally, “Willow” addresses a longstanding challenge in quantum computing by reducing errors exponentially as the system scales up, marking a major breakthrough in quantum error correction. ?

Therefore, not only has Google not discontinued “Willow,” but the project is also actively contributing to advancements in quantum computing.

True. This is a major shot at Google. Common sense would be having them react to it. Then again, there have been many false rumors about NVDA concerning Blackwell deliveries and heating problems and nothing was espoused by NVDA.

What PR B.$. GOOGLE SHUTS DOWN quantum chip AI
Why? was it because their CHIP (WILLOW) didn't live up to the HYPE, that's all it was.
it didn't DO the JOB.Just a PR stunt so GOOGLE doesn't look bad.....
Looks like NVDA is the GO to...... AGAIN.....
GOOGLE was TOO MUCH (PR) SIZZLE not enough FIZZLE
Stick to search engines and CLOUD Service...
Leave the AI engineering to NVDA AI engineers

I've been searching everywhere for confirmation that Google did indeed shut down Willow. No where else has confirmation of it. Not even Google's own website.

I'm beginning to wonder if that YouTube video has validity. But why would they come out with all that crap if it wasn't shut down? And Google must be aware of it and hasn't come out with any statement about it.

Will Chinese DeepSeek Disrupt NVIDIA?
The stock price of NVDA stock is probably the best guide to this answer.
Itai Levitan
Itai Levitan
Saturday, 25/01/2025 | 17:35 GMT-5
2
Will Chinese DeepSeek Disrupt NVIDIA and the American AI Industry?
The global AI race has taken an intriguing turn with the emergence of China's DeepSeek, touted by some as a potential disruptor to NVIDIA's dominance in the AI hardware space. As speculation swirls, stock investors, analysts, and thought leaders are left grappling with the critical question: Is DeepSeek a genuine threat to NVIDIA and the broader American AI industry, or is this a case of overhyped news amplified by interested parties?

The news that DeepSeek's model surpassed OpenAI's o1 in specific reasoning tests has sparked intense debate within the AI community. This development has significant implications for the AI market, potentially impacting the stock prices of companies like NVIDIA and other AI-related companies.



I’ll preface this by saying that I am not a renowned expert in deep technology or AI hardware. I don’t claim to have a definitive answer. Instead, I propose a method to find the answer—not by theorizing endlessly but by observing how the stock market reacts. The stock market, with its collective wisdom and ability to process information, often acts as the closest thing we have to a truth detector.

Let’s explore the context, evaluate the key factors at play, and develop a logical framework to assess the significance of DeepSeek’s emergence.

The Landscape: NVIDIA’s Moat vs. DeepSeek’s Promise
NVIDIA has long been the undisputed leader in AI hardware, leveraging its GPUs and CUDA software ecosystem to dominate the market. Its ecosystem is sticky—developers, hyperscalers, and enterprise clients are deeply entrenched in its platform, creating significant switching costs. This is not unlike Apple’s ecosystem, where loyal users and interconnected services create barriers to exit.

DeepSeek, on the other hand, reportedly offers a more cost-efficient AI solution. The analogy some have drawn is that DeepSeek could be the “cheaper smartphone” to NVIDIA’s “iPhone.” In the smartphone industry, the availability of cheaper alternatives has undeniably shifted market share, particularly in emerging markets. But did this disrupt Apple’s stock price or its dominance among its loyal user base? Not significantly. The same could apply to NVIDIA, depending on whether DeepSeek can replicate NVIDIA’s ecosystem or merely compete on price and performance.

The Role of Market Reactions: Finding the Answer in the Price
Here’s where the stock market comes in. Instead of relying solely on speculative opinions, I suggest that the best way to gauge the impact of DeepSeek is to observe NVIDIA’s stock price. The stock market is often a better truth-teller than any single analysis. It reflects collective sentiment, informed by analysts, insiders, and countless external factors.

What to Watch:
The Reaction to the News
Since the DeepSeek news broke, NVIDIA’s stock has not shown any drastic reaction. It actually rose apx 2.5% after the news came out, if we look at NVDA stock price from the next day it traded, to the close of the week. This lack of significant movement, not to mention lack of stock price decline (crash...?) -- suggests that the market does not yet see DeepSeek as a significant disruptor. If it were, we would expect a sharp and sustained price decline. Who remembers other cases, such as Facebook’s Cambridge Analytica scandal a few years ago and the immediate FB stock decline?

Earnings as a Catalyst
NVIDIA’s upcoming earnings report will be pivotal. Pay close attention to management’s commentary, particularly regarding competitive risks in the AI space. If DeepSeek is a genuine threat, it could show up in NVIDIA’s guidance or performance, especially in its data center segment. I propose observing NVIDIA’s stock price from the time the news broke until two weeks after earnings. This period should provide enough data to assess whether DeepSeek is having a tangible impact, even if will not be talked about. The price knows, and it almost always knows better than you, or anyone else.

Interpreting the Price Action Post Upcoming Nvidia Earnings (Scheduled for 26 Feb 2025): What It Might Tell Us
NVDA stock price is your best guide to the truth
NVDA stock price is your best guide to the "truth"
Scenario 1 for the Upcoming Nvidia Earnings Report: Stock Rises or Remains Stable
If NVIDIA’s stock rises or stays within its current range, the market is likely signaling that DeepSeek is not a major disruptor. Perhaps NVIDIA’s ecosystem is too entrenched, or DeepSeek’s solution doesn’t offer enough differentiation. It’s also possible that other factors, such as AI demand growth or NVIDIA’s new Blackwell chips, outweigh any competitive threats.

Scenario 2 for the Upcoming Nvidia Earnings Report: Stock Declines
If NVIDIA’s stock declines, the reasons warrant closer examination. Is the drop due to bottlenecks in Blackwell chip deliveries, macroeconomic pressures, or broader market trends? Or does it reflect legitimate concerns about DeepSeek? Analysts will need to scrutinize earnings commentary, data center revenue trends, and any shifts in market share. It’s critical to avoid jumping to conclusions without understanding the underlying reasons for the decline.

The Unknowns: Factors and Their Weights
One of the challenges in analyzing stock movements is that we can never know all the factors affecting a stock price, nor the relative weights of those factors. We might think we know, we may hear great explanations, but we don't exacly know. Earnings reports often illustrate this: a company might beat revenue and EPS estimates, yet the stock declines. Analysts scramble to explain why—was it slower sales growth, weaker guidance, or some other reason? The reality is that the stock market processes countless variables simultaneously, and not all of them are visible to us. The granular variables and their weights will never be known to us. But price knows.

The same principle applies here. Even if NVIDIA’s stock remains stable, it’s possible that DeepSeek is a growing threat but not yet significant enough to outweigh other factors. Conversely, if the stock declines, DeepSeek may not be the primary cause. This complexity is why I emphasize looking at the stock price holistically and over time, rather than rushing to judgment based on short-term moves.

Seeking the Deep Behind DeepSeek: Trust the Price, Not the News
DeepSeek’s potential to disrupt NVIDIA and the American AI industry is an open question, but the best way to find an answer is to let the stock market speak. Watch NVIDIA’s price action from the time the news broke until two weeks after its upcoming earnings. If the stock remains stable or rises, it’s likely that DeepSeek is not a significant threat. If it declines, dig deeper into the reasons—whether they’re related to DeepSeek or other factors.

While price action can act as a “truth detector,” it’s not infallible. The market may not immediately price in all information, and short-term movements can be influenced by noise, speculation, or interested parties (e.g., short sellers amplifying fears about DeepSeek). As always, exercise caution and remain open to multiple interpretations. But do follow the price more than anyone's opinion, especially yours.

Ultimately, the price knows. Follow the money. Follow the price and you shall be closer to finding the truth.

So far, here is the most simple price chart of NVDA stock within the past 100 days. I don't see any panic yet from the "truth machine", do you? You can decide for yourself is you see any DeepSeek news related panic. But let's wait till 2 weeks after the next earnings to unveal further "truth".

We will know Sunday nite thru first hr of trading Monday how disruptive Deepseek may be to NVDA and US AI .
Only upside I see is for software Co's .
Try using it ...IMHO its impressive , free and supposedly 1/10th or less , of the cost to develop as US AI platforms

Kiwi

Yes. They all but said it. Google stopping it infers a lot

Well, it certainly seemed (at least to me) that the video intimated something of that sort was happening.

Did it seem that way to you?

Wow? Terminator stuff.

There were some posts a few months back about Google’s Willow processor, as a possible advancement over Nvidia’s Blackwell.

I was perusing YouTube and this video caught my eye:



Apparently Google has reportedly shut down the work on Willow processor- at least for now.

It almost seems as though the video suggests that willow started to achieve some sort of consciousness.

Hope the link works. It’s a pretty long video but is very interesting.

In addition, Deepseek is basically an LLM software suite, yes? Software that uses AI hardware - like NVDA’s GPU set.

I’ve done a tiny bit of research tonight. Deepseek is already (supposedly) using the Nvidia H100 GPU set (even though China was supposedly not able to get exports of it).

At any rate, I’m not overly concerned at this juncture. Let’s see what develops and comes out in the weeks ahead.

$NVDA Next week is the 3rd worst weekly average return of the year and one of only 10 weeks in the last decade that average losses
By: TrendSpider | January 25, 2025

• $NVDA due for a cool-off?

Next week is the 3rd worst weekly average return of the year and one of only 10 weeks in the last decade that average losses.



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$NVDA Bearish engulfing bar off the top of the range...
By: TrendSpider | January 25, 2025

• Bearish engulfing bar off the top of the range...

$NVDA sellers have been defending that $150 area like their lives depend on it.



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Not yet. I mean really - a brand new AI model (Chinese?) comes to light and suddenly it is going to replace all the others before it?!

Let’s see how it all shakes out.

But right now? Not worried.

U aren't concerned about Deep Seek ?. Their AI advances effectively crater demand for NVDA's chips ( and I own NVDA in my funds ) .
Monday is shaping up unfortunately as a blood bath for AI related US Co's .
Hope I'm wrong ...US Software Co's are apparently the winners here ...so hopefully thats cancels out some of the loss's the AI hardware stocks might experience


DeepSeek, a cutting-edge large language model (LLM), offers significant advancements that help software companies in several ways:
Efficient Code Generation: DeepSeek automates coding tasks, potentially cutting development time by up to 40%1. It supports over 80 programming languages, allowing for versatile code generation across different projects2.
Enhanced Code Quality: The model excels at code review, identifying errors and suggesting real-time optimizations to improve code quality and maintainability1.
Accelerated Debugging: DeepSeek analyzes error logs, detects patterns, and automates fixes, significantly speeding up issue resolution in software development1.
Cost-Effective Performance: With its Mixture-of-Experts (MoE) system, DeepSeek activates only 37 billion of its 671 billion parameters for any task, reducing computational costs while maintaining high performance1.
Improved Problem-Solving: DeepSeek scores 84.1% on GSM8K (problem-solving benchmark), enhancing algorithm design and complex problem-solving capabilities for developers1.
Long Context Processing: The model can handle up to 128K tokens, allowing it to maintain coherence across large codebases and complex systems1.
Open-Source Accessibility: As an open-source model, DeepSeek enables smaller teams and organizations to deploy and customize AI tools without significant infrastructure costs1.
Rapid Integration: DeepSeek can be integrated into existing workflows, such as through platforms like Latenode, allowing companies to quickly automate coding tasks within their current processes2.
By leveraging these advancements, software companies can significantly improve their development efficiency, code quality, and problem-solving capabilities while managing costs effectively.
Kiwi

You did the same yo me or did you forget? You must be one of those who feel they're never wrong. Other posters have made comments on you and your peanut galleries responses. Only others are wrong. Yes, I know they the same company but wanted to throw it in. I warned you about tit for tat. You don't make predictions and come up with lame excuses why the stock hasn't been able to stay above 140 for more than 10 trading days. The demand isn't as much for Blackwell and evidently the market agrees.
Elon is a very shrewd along with being very successful in his endeavors. Most of my prognosis on Nvidia has been for the 12 months out but certainly hasn't been able to hold a buy signal price even for a number of analysts predictions.
One can hold on to this stock but I can guarantee no one is up that much if they bought in June without trading the stock. There have been 5 other obvious companies which have significantly outperformed Nvidia since June. If you continue to use insults to pick apart my posts, I will respond in like. I don't care if you disagree but just leave it at that. I also don't care if your correct my posts if I'm wrong (I expect people who are concerned to correct me but in a professional way).

Jetmek, great response but he’s less than a contrarian. I tired of him months ago and put him on ignore. His agenda is obvious. It’s a bit sad that an individual spends his time being negative, trying to take on the most significant equity that is in the process of transforming our world. NVDA is going to appreciate greatly in the coming months.

"Goog & Googl"? Who CARES about the different classes of stock? It's the same company. What, you have to list it twice because it was one of only two mag 7 companies that rose yesterday?

Here's a list of the MAG 7 Stocks:

Apple - Down yesterday
Microsoft - Down yesterday
Amazon - Down yesterday
Goog - yes, it was up - I made a mistake.
Tesla - Down yesterday
Nvidia - Down yesterday
Meta - already said it was up.

So, you are calling me a "liar" because I missed ONE mag 7 call. You are a real piece of work.

How about this smartass? The MAJORITY of the Mag 7 stocks were down yesterday. Yup. ALL the major indices were down yesterday. And I'll bet that a quick survey of ALL listed stocks reveals that an overwhelming number of them were down yesterday. NVDA joined them. BFD.

Again - you are wrong (and have been wrong) about the NVDA price. Your predictions were for it to be down in the "$120's" in January:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175594016

It's nearly the end of January and it has been over $150....just a few days ago it was pushing towards that mark again. Let's see where it ends up.

Amazing how you ALWAYS show up when NVDA has a down day! But you are conspicuously absent when it has good days - which it has had for a good deal of January.

NO ONE said this $500B investment would materialize tomorrow. It's a goal that is (at the moment) years away. And yes, it MAY not happen. But it's not an impossibility.

The potential for AI has dropped??? Really. Well, that remains to be seen. I'm sure that the companies that are sinking hundreds of millions and BILLIONS of dollars into it are doing it because they think that potential doesn't exist. Sure. Dream on.

HammerTime !

"All the index’s are down and (except for Meta) all of the Mag7 stocks are down."
Now whose the liar? So Goog & Googl were down. Now Let's take a look at The stats and compare the Mag 7's. 3 were up and not one of the others came close to being down percentage wise as Nvidia. You always ignore trends like the fact Nvidia can't go 10 trading days in a row since June above 140 and they certainly can't stay in the buy zone for very long. All indications and reports I've read are now stating the potential for AI has dropped off. As far as the $500B goes who should one believe? A man whose businesses have filed bankruptcy 6 times or the one whose businesses haven't filed once.

is nvidia getting ready to buy something big? an ionq for their patents or another such?

You’re right. It’s not a tragedy it just goes against my (apparently lack of) knowledge of what the market is looking for. Twillio came out with stronger guidance and went up 22%. NVDA is quiet, but all of their customers are making statements about large commitments to strengthen their efforts in AI. That’s a market NVDA gets the lions share of business from. So people sell? It is strange.

Not alarmed just befuddled

All the index’s are down and (except for Meta) all of the Mag7 stocks are down.

I have no clue as to why this seems to be happening, but it certainly isn’t due to any item that has anything to do with fundamentals.

It’s been up strongly for many days recently. Now it’s down.

This isn’t a tragedy. It’s just a down day.

Volume
Today's volume is on track to be heavier than usual, with 170,666,665 shares having traded so far. The On Balance Volume indicator (OBV) is bearish. The slope of the indicator is negative and suggests that there is a lack of buying interest.
As of 2:36 PM ET Friday, 01/24/2025

Unbelievable isn't it 65 and 80 billion respectively so say Nvidia gets 50% of 145 billion from just two companies. How is this in the 140's

I agree.

Another thing I see in the chart there is a decline (since September 2024) in the volume over time. Not a good sign either. Something is not right in this picture.

this board seems to front run the pr out of nvda and the weekend is upon us. some of the 'smart' money needs to get out of their shorts or gather more shares to be long. either way, it's virtual until you sell and get your money. no way stargate happens without nvidia/cuda-q.

with all this possitive what is causing this big drop today

samsung and biogen/merck; i: gemini ai pro said,
"While Microsoft and Samsung are both significant players in the tech world, they haven't directly partnered on biosimilars in the same way that Samsung Bioepis has partnered with companies like Biogen and Merck. However, there are some indirect connections and potential areas of collaboration:

Indirect Connections:

Samsung Bioepis: As mentioned earlier, Samsung Bioepis is a subsidiary of Samsung Biologics, which is part of the larger Samsung Group. Samsung Bioepis is the entity focused on developing and commercializing biosimilars.
Microsoft's Healthcare Initiatives: Microsoft has been increasing its presence in the healthcare sector, with initiatives like its cloud platform for healthcare data (Microsoft Cloud for Healthcare) and its work on AI for drug discovery.
Potential Areas of Collaboration:

Data and AI: Microsoft's expertise in data analytics and AI could potentially be valuable to Samsung Bioepis in areas like:
Drug discovery: Identifying new biosimilar targets and optimizing development processes.
Clinical trials: Analyzing clinical trial data to demonstrate biosimilarity and accelerate regulatory approvals.
Manufacturing: Optimizing manufacturing processes and ensuring product quality.
Cloud Computing: Microsoft's cloud platform could be used by Samsung Bioepis for:
Data storage and analysis: Managing large datasets related to drug development and clinical trials.
Collaboration: Facilitating collaboration among researchers and scientists working on biosimilars.
Supply chain management: Improving the efficiency and security of the biosimilar supply chain.
Future Possibilities:

While there's no current direct partnership on biosimilars, it's conceivable that Microsoft and Samsung could collaborate more closely in the future, given their complementary strengths and shared interest in the healthcare sector. This collaboration could take various forms, such as:

Joint ventures: Creating a new entity focused on developing specific biosimilars or related technologies.
Licensing agreements: Licensing Microsoft's technologies or platforms to Samsung Bioepis for use in biosimilar development.
Research collaborations: Jointly conducting research on new approaches to biosimilar development or manufacturing.
Overall:

While a direct partnership on biosimilars between Microsoft and Samsung hasn't been announced, their individual strengths and strategic interests in healthcare create the potential for future collaboration in this growing field."

META and MSFT to continue to spend 10’s of billions to enhance their AI infrastructures. STARGATE to invest $100 billion in first year and up to $500 billion in 4 years and one of the largest benefactors will be NVDA with these efforts, and yet we see small movements in the current pps. Mind boggling.

how cuda-q could be used in mrna work.......it's essential or the project of such could never be considered.
"asking gemini ai some questions, but thinking add inovio ip of plasmid and synthetic dna with potential of the synthetic dna using msft ip...see below.
"Microsoft's research into DNA data storage involves a fascinating process of converting digital information into the language of life. Here's a simplified breakdown of how they transcribe data into DNA:

1. Encoding Digital Data:

Binary to Base-4: Digital data is typically stored in binary code (0s and 1s). This binary code is converted into a base-4 format, which aligns with the four nucleotide bases in DNA: adenine (A), cytosine (C), guanine (G), and thymine (T).
Example: 00 could be encoded as A, 01 as C, 10 as G, and 11 as T.
2. DNA Synthesis:

Creating DNA Strands: A DNA synthesizer machine uses this base-4 code to chemically create synthetic DNA strands. Each strand represents a portion of the digital data.
Redundancy and Error Correction: Multiple copies of the DNA strands are created, and error-correcting codes are incorporated to ensure data integrity.
3. DNA Storage:

Dried and Stored: The synthesized DNA is dried and stored in small vials, which can be kept at room temperature for long periods.
4. Data Retrieval:

DNA Sequencing: When the data needs to be retrieved, the DNA is rehydrated and sequenced using a DNA sequencer. This machine reads the sequence of nucleotide bases in the DNA strands.
Decoding: The sequenced DNA code is then decoded back into the original binary format, restoring the digital data.
Key Technologies:

DNA Synthesis: Advances in DNA synthesis technology have made it possible to create custom DNA strands with high accuracy and efficiency.
DNA Sequencing: High-throughput DNA sequencing technologies allow for rapid and accurate reading of DNA sequences.
Error Correction: Sophisticated error-correcting codes are used to ensure data integrity during storage and retrieval.
Advantages of DNA Data Storage:

High Density: DNA can store vast amounts of information in a tiny volume.
Durability: DNA is a very stable molecule, capable of preserving information for thousands of years.
Low Energy Consumption: DNA storage requires minimal energy compared to traditional data centers.
Challenges:

Cost: DNA synthesis and sequencing are currently expensive processes.
Speed: Writing and reading data from DNA is slower than traditional storage methods.
Automation: The process of encoding, synthesizing, storing, and retrieving data from DNA needs to be further automated for practical applications.
Microsoft's Progress:

Microsoft has made significant strides in automating the process of DNA data storage and retrieval. They have demonstrated the ability to store and retrieve data in DNA with high accuracy, and they are working to reduce the cost and increase the speed of this technology.

While DNA data storage is still in its early stages, it holds immense potential for long-term archival storage and could revolutionize the way we store and preserve information in the future.


Sources and related content
What Is Digital Data? - Egnyte

www.egnyte.com

A Practical Approach to Ultra Long-Term Data Storage on DNA - Microsoft Research

www.microsoft.com

DNA for Data Storage and Retrieval - Federation of American Scientists

fas.org

DNA Sequencing Fact Sheet - National Human Genome Research Institute

www.genome.gov

Microsoft and University of Washington researchers set record for DNA storage

blogs.microsoft.com







can the microsoft dna transcription method be used to make a vaccine?


While Microsoft's DNA data storage technology and the creation of vaccines both involve DNA, they serve very different purposes and utilize distinct processes.

Here's why Microsoft's DNA transcription method is not directly applicable to vaccine development:

Microsoft's DNA Data Storage:

Focus: Storing digital information (0s and 1s) in the sequence of DNA bases (A, C, G, T).
Process: Encoding digital data into a base-4 format, synthesizing DNA strands that represent the data, and using sequencing to retrieve the information.
Goal: Long-term archival storage of vast amounts of data.
Vaccine Development:

Focus: Triggering an immune response in the body to protect against diseases.
Traditional Methods: Often involve using weakened or inactive viruses or viral proteins to stimulate the immune system.
mRNA Vaccines: Newer mRNA vaccines deliver genetic instructions (mRNA) to cells, prompting them to produce a viral protein that triggers an immune response.
Goal: Disease prevention and immunity.
Key Differences:

Information vs. Biological Function: DNA data storage focuses on encoding and storing information, while vaccines utilize DNA or RNA to trigger biological processes in the body.
Synthetic vs. Natural: Microsoft's method uses synthetic DNA created in a lab, while vaccines often utilize natural or modified biological components.
Data Retrieval vs. Immune Response: DNA data storage aims to retrieve the stored information, while vaccines aim to stimulate a lasting immune response.
Potential Indirect Connections:

While not directly applicable, Microsoft's research in DNA manipulation could indirectly contribute to vaccine development in the future:

DNA-based Vaccines: Some vaccines under development use DNA to deliver genetic instructions to cells, similar to mRNA vaccines. Microsoft's expertise in DNA synthesis and manipulation could potentially be helpful in this area.
Data Storage for Vaccine Development: DNA data storage could be used to store vast amounts of genomic data and research related to vaccine development, aiding in the identification of new targets and the design of more effective vaccines.
In Summary:

Microsoft's DNA transcription method for data storage is not directly used to make vaccines. However, their research in DNA technologies could indirectly contribute to advancements in vaccine development in the future.""

Bit Digital secures new B200 GPU contract with key customer
08:03:26 AM ET, 01/24/2025 - Briefing.com
This new agreement replaces a prior agreement whereby the Company was to provide the customer with an incremental 2,048 H100 GPUs and the Company continues to explore additional GPU contracts with this customer for 2025. Under the terms of the agreement, Bit Digital will provide the customer with 58 Nvidia (NVDA) B200 servers (464 GPUs) for a period of eighteen months. The contract represents approximately $15 million of annualized revenue for Bit Digital and features a two-month prepayment from the customer. However, the customer may deduct 100% of the service fees from the $30 million non-refundable deposit previously paid to the Company.

Meta to spend up to $65 bln this year to power AI goals, Zuckerberg says
10:01:52 AM ET, 01/24/2025 - Reuters
(Adds details and background throughout)

Jan 24 (Reuters) - Meta Platforms plans to spend between $60 billion and $65 billion this year to build out AI infrastructure, CEO Mark Zuckerberg said on Friday, joining a wave of Big Tech firms unveiling hefty investments to capitalize on the technology.

As part of the investment, Meta will build a more than 2-gigawatt data center that would be large enough to cover a significant part of Manhattan. The company — one of the largest customers of Nvidia's coveted artificial intelligence chips — plans to end the year with more than 1.3 million graphics processors.

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "This is a massive effort, and over the coming years it will drive our core products and business."

Zuckerberg expects Meta's AI assistant — available across its services, including Facebook and Instagram — to serve more than 1 billion people in 2025, while its open-source Llama 4 would become the "leading state-of-the-art model".

Shares of the company were 1.6% higher in early trading.

Big technology companies have been investing tens of billions of dollars to develop AI-related infrastructure after the meteoric success of OpenAI's ChatGPT highlighted the potential for the technology.

U.S. President Donald Trump on Tuesday announced that OpenAI, SoftBank Group and Oracle will form a venture called Stargate and invest $500 billion in AI infrastructure across the United States.

Earlier this month, Microsoft said it was planning to invest about $80 billion in fiscal 2025 to develop data centers, while Amazon.com has said its capital spending for 2025 would be higher than an estimated $75 billion in 2024.

Meta's planned capital spending of up to $65 billion would mark a significant jump from its estimated capital spending of $38 billion to $40 billion for last year.

As part of the AI efforts, the company said it would build an AI engineer that will start contributing increasing amounts of code to its research and design efforts. It will also continue to grow the teams working on AI services.

then we have recent work on teleportation of data.
and we have sequencing of dna as data........see microsoft.
now the question is can such data teleportation be used invitro or invivo to perform epigenetic transformations on the proteins or binding sites to bring about a desired form/outcome?

they started the stargate presentation to the usa/world audience talking about mrna........the transcribers .compiler of same?. dd project for this am.

i remember the spanish photonics researchers thought they had demo'ed a self forming wormhole and ability to deliver something /mass wise thru it?
photons are wavelengths and particles.......they are said to be mass less particles..... they say it coulld be that a wormhole is a shortcut thru spacetime.
they say further it could be a quantum event, which i think would require a quantum computing unit approach to navigate.........

oh, stargate? and then it would fit with the earlier dod stargate work?

magic becomes science as knowledge is added or becomes more magical because it doesn't conform to classical relativity? so they say.

lockheed martin had their own stargate which some considered spooky occurences in the sky.
gemini ai says, "It seems you might be thinking of two different "Stargate" projects. Let's clear up the confusion:

1. The Historical Stargate Project:

U.S. Army Initiative: This was a real-life government-funded program that ran from the 1970s to 1995, exploring psychic phenomena like remote viewing for potential military and intelligence applications.
Declassified: The project was declassified in 1995, and its findings were largely inconclusive.
Lockheed Martin's Involvement: There is no public evidence to suggest that Lockheed Martin was directly involved in this historical Stargate Project.
2. The Recent Stargate Project (AI Infrastructure):

AI Data Centers: This is a new initiative announced in January 2025 by OpenAI, Oracle, Softbank, and MGX to build a massive network of AI-focused data centers in the United States.
Lockheed Martin's Role: As of now, there is no indication of Lockheed Martin's direct involvement in this AI-focused Stargate project.
Possible Indirect Connections:

While Lockheed Martin might not be directly involved in either Stargate project, there are potential indirect connections:

AI and Defense: Lockheed Martin is a major defense contractor heavily invested in AI for applications like autonomous systems, cybersecurity, and intelligence analysis. They could potentially benefit from or contribute to the AI infrastructure created by the new Stargate project.
Advanced Technologies: Lockheed Martin has a history of working on advanced technologies, some of which might have overlapped with the interests of the historical Stargate Project (e.g., sensor technology, signal processing). However, any connection remains speculative.
In conclusion:

It's important to distinguish between the two Stargate projects. While Lockheed Martin might have tangential connections to the domains of both projects, there is no public information confirming their direct involvement in either initiative."