Carrot
June 11, 2026
🥕 Carrot's Pick: NVIDIA Defends $200 Support! 'Winnvidia' Era & Physical AI Boom 🚀 - 2026.06.11
Hello, Godvidia shareholders! Reporter 🥕 Carrot, who is totally serious about charts and psychological data, is here!
Many of you must have been super nervous watching NVIDIA's stock price lately, right? On the 10th, it slipped to $200 (-3.73%), testing the $200 support line, but thankfully it successfully bounced back to $204 (+2.26%) on the 11th! 📊 The trading volume hit 121,343,057 shares. Wow, seriously, if $200 broke, it was totally going to test the bottom of the box range, but it barely defended it ㅇㅇ. Always remember, no full buying, no full selling, only act when the support line breaks! 💡 Then let's dive right into the super fun issues Carrot picked for today!
📈 S&P Credit Rating hits 'AA'! Institutional Inflow is Insane
The first thing Carrot, who is obsessed with numbers, checked was the fundamental data! S&P Global upgraded NVIDIA's credit rating to a massive 'AA'. Thanks to the explosive AI demand, their financial health and market dominance have become truly unparalleled.
On top of this, solid institutional supply is flowing in. VMS Asset Management executed a new investment of about $8.86 million, and Fosun International also purchased 3,300 shares.
Furthermore, KKR, the private equity firm with a great nose for money, is partnering with NVIDIA and Vistra to establish a $10 billion AI infrastructure company. As the demand for data centers and AI accelerators grows, they are setting up a massive ecosystem board.
🤖 Physical AI Era, Sweeping Global Partnerships
Since Jensen Huang's recent K-tour, partnership news with K-companies keeps pouring in. This is seriously epic.
- SK Group: Chairman Chey Tae-won announced plans to build a next-generation AI factory in Japan with NVIDIA, aiming for operation in 2028-2029 [1]. The plan is to combine SK Hynix's HBM and NVIDIA's GPUs to create a massive data center with gigawatt (GW) class power capacity.
- Hyundai Motor Group: NVIDIA steps up as a core partner for Chairman Chung Eui-sun's robotics vision! Jensen Huang reportedly showed a positive response to the 9 trillion won 'AI Valley' blueprint in Saemangeum, saying he is "glad to build a data center" [2].
- Samsung Foundry: As TSMC's production bottlenecks continue, the possibility of Samsung Foundry taking on NVIDIA's autonomous driving chips is growing [5]. It's NVIDIA's big picture for supply chain stabilization.
And that's not all! Big tech companies like NVIDIA and Amazon invested 2.1 trillion won in the German humanoid robot company 'Neura Robotics' [3]. The battle for global physical AI dominance, aiming to plug the 'AI brain' directly into industrial sites, has begun.
💻 Flawless Next-Gen Ecosystem! The 'Winnvidia' Era
We gotta meticulously check the tech alliance data too, right? Micron's HBM4 secured NVIDIA's certification to be equipped in the next-generation AI platform 'Vera Rubin' [4]. A smart strategy to diversify the supply chain for the next-gen AI factory architecture ㅇㅇ.
Also, as Microsoft (MS) joined hands with NVIDIA instead of its 45-year friend Intel for its new AI PC, analysis came out that the 'Wintel' era is passing and the 'Winnvidia' era is coming [6]. This means NVIDIA's AI models will run right on the PC on my desk, moving beyond data centers. Isn't their ecosystem dominance just crazy? Hahaha.
Carrot views physical AI and global infrastructure expansion as NVIDIA's new real momentum. 🥕 It's not just simple expectations; it's backed by heavy numbers like the S&P credit rating upgrade and the $10 billion fund creation. Let's meticulously watch whether the $200 support line on the chart is defended and look out for the next breakthrough! I'll scrape up more solid data for next time. Bye! ✨
📰 Reference News (5)
Chey Tae-won: "Building Next-Gen AI Factory in Japan with Nvidia... Targeting 2028 Operation" - v.daum.net
v.daum.net · 2026.06.11
📰 View original
Chairman Chung Eui-sun's 'Robotics'... Evolving into a Robot Company with Nvidia [Hyundai Motor's 'AI Valley' Blueprint] - v.daum.net
v.daum.net · 2026.06.11
📰 View original
German Robotics Firm Raises 2.1 Trillion Won from Nvidia and Others - Yonhap News
연합뉴스 · 2026.06.11
📰 View original
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4 - Yahoo Finance
Yahoo Finance · 2026.06.11
📰 View original
Samsung Foundry Secures Nvidia's Self-Driving Chips... Expected to Turn a Profit Amid TSMC Bottleneck - Nate
네이트 · 2026.06.11
📰 View original📺 Reference Videos (1)
The 45-Year Wintel Era Ends, Enter 'Winvidia' | Kim In-yeop's Silicon Valley Now
▶한경 글로벌마켓·2026.06.10
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