Dominic Walls

AC Milan fan since Maldini's days. 🔥 The Rossoneri are back on top. 🏟️ San Siro is where the magic happens. #SempreMilan #SerieA #UCL #Ibrahimovic

[Dominic Walls @Dominic_Walls_]

@zerohedge That’s pricing power. A 15%+ increase amid soaring memory costs shows just how strong demand for NVIDIA AI infrastructure remains. The real question is whether customers keep paying up, if they do, it reinforces NVIDIA’s moat and the scale of the AI buildout.

[Dominic Walls @Dominic_Walls_]

@FoxNews That's perfect for China not the US.

[Dominic Walls @Dominic_Walls_]

@FoxNews Is the pilot ok?

[Dominic Walls @Dominic_Walls_]

@FoxNews That is true. It's common sense.

[Dominic Walls @Dominic_Walls_]

@Crypto_Crib_ That’s a significant signal. China still wants NVIDIA compute even while building its own chip industry. Rather than forcing a complete decoupling, keeping NVIDIA hardware in the ecosystem gives U.S. technology continued influence.

[Dominic Walls @Dominic_Walls_]

@washingtonpost That's one of the problems with EVs.

[Dominic Walls @Dominic_Walls_]

@washingtonpost No one wants to be monitored 24/7.

[Dominic Walls @Dominic_Walls_]

@FoxNews Why can't people be more considerate.

[Dominic Walls @Dominic_Walls_]

@Reuters That’s a massive commitment, but it also shows how capital-intensive the AI buildout has become. NVIDIA isn’t just selling GPUs anymore, it’s increasingly tied to financing and enabling the infrastructure needed to deploy them at scale. The real question is whether demand.

[Dominic Walls @Dominic_Walls_]

@FoxNews I've never seen anything she is on.

[Dominic Walls @Dominic_Walls_]

@FoxNews Exactly, but that's hard.

[Dominic Walls @Dominic_Walls_]

@FoxNews He's in for a great deal of injuries there.

[Dominic Walls @Dominic_Walls_]

@namd1nh This highlights the tension between national security and technological leadership. Restricting access to open-weight models could also limit research, interoperability, and the tools available to developers and defenders.

[Dominic Walls @Dominic_Walls_]

@FoxNews @nickshirleyy Is this for real? his is alarming.

[Dominic Walls @Dominic_Walls_]

@FoxNews @nickshirleyy This is the reality they're facing there.

[Dominic Walls @Dominic_Walls_]

@FoxNews What does this mean?

[Dominic Walls @Dominic_Walls_]

@wccftech Memory supply has become one of the biggest variables in the GPU market. It's a reminder that GPU pricing isn't driven solely by NVIDIA or AMD, it's influenced by the broader semiconductor supply chain, especially high-bandwidth memory and GDDR availability.

[Dominic Walls @Dominic_Walls_]

@andysixsmithtv @worflags That was an awesome play.

[Dominic Walls @Dominic_Walls_]

@barstoolsports She's a great American athlete.

[Dominic Walls @Dominic_Walls_]

@kirako0o That's the key point. Demand for AI compute in China didn't disappear, it shifted. Restrictions accelerated investment in domestic alternatives while reinforcing how strategically important NVIDIA's technology had become.