---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40444669.md"
description: "$NVIDIA(NVDA.US) This thing has sucked Google, Intel, SanDisk, and Micron dry of funds; it has a bit of a discarded pawn feel to it."
datetime: "2026-05-05T22:43:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40444669.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40444669.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40444669.md)
author: "[再也不追高了](https://longbridge.com/en/profiles/14237510.md)"
---

# $NVIDIA(NVDA.US) This thing has sucked Google, Int…


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## Comments (6)

- **LongHold · 2026-05-05T22:56:44.000Z · 👍 2**: Nvidia only needs to train the parameters; the actual agent running the model is loaded into memory. The increased data access has boosted the demand for traditional data center CPUs. What's fueling this wave is the 24/7 running agents.
  - **再也不追高了** (2026-05-05T22:58:28.000Z): Anyway, the trunk doesn't grow long, but all sorts of branches and leaves sprout.
  - **LongHold** (2026-05-05T23:33:14.000Z): Demand-side drives supply-side adjustments
  - **赚了就跑的牛牛** (2026-05-06T01:24:23.000Z): Agents are all at Oracle,