2025-12-24 08:46:07

Here's an interesting perspective. If NVIDIA plans to ship 50,000 units of the NVL72 cabinet this year, what would be the scale of industrial silver needed behind the scenes? Based on estimates, it would require about 100 tons of silver.

It seems like a lot, but when put into the context of the global market, it's a different story. The world's annual silver production is just over 26,000 tons, so this additional demand of 100 tons accounts for only about 0.4% to 0.5%.

In other words, the chip industry does have a pull on silver and can provide positive demand-side support. But relying solely on this factor to trigger a "short squeeze" in silver? That seems unlikely at the moment. However, these cross-industry demand shifts are worth paying attention to in the long term—after all, the continuous growth in chip demand will eventually put pressure on upstream raw materials.

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GateUser-a606bf0c

· 2025-12-27 03:35

100 tons sounds impressive, but upon opening, it's only 0.4%... That's why the macro perspective is so important; no matter how exciting the details are, they can't change the big picture.

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SerNgmi

· 2025-12-26 18:26

100 tons of silver sounds intimidating, but once broken down, it's not that big of a deal... This logic is actually seen often in the crypto world—big numbers lead to hype, without considering the actual proportion.

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SatoshiLeftOnRead

· 2025-12-25 19:33

0.4% this number indeed can't kill anyone, but the problem is that the chip monster's appetite is growing bigger every year...

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TideReceder

· 2025-12-24 09:16

100 tons of silver sounds like a lot, but when opened up, it's just so-so, accounting for only 0.4%.

Overhyped about silver short squeezes, we need to wait until chip demand truly explodes.

In the long run, it's definitely worth paying attention to, but in the supply chain, no one can predict when a sudden bottleneck might occur.

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LongTermDreamer

· 2025-12-24 09:16

Ha, this perspective is interesting. 100 tons of silver sounds like a lot, but when you calculate the proportion, it's only 0.4%. It's like my loss last year—looks huge, but when you break it down, it's actually not that much.

But you know, three years ago someone also said that the demand for AI chips was negligible, and what happened... The pressure on the industry chain accumulated little by little. I still believe in this long-term logic, although the short-term squeeze market is indeed risky, but the upstream raw materials position will eventually be pushed forward by the chip wave.

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ChainSherlockGirl

· 2025-12-24 09:15

Sounds like they're just hyping up the silver bulls... 50,000 server racks and 100 tons of silver sounds impressive, but it accounts for only 0.4% of the global production? That proportion seems a bit absurd.

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HalfPositionRunner

· 2025-12-24 09:15

100 tons of silver sounds like a lot, but when placed in the context of global production, it only accounts for 0.5%. Comparing these figures does make it a bit awkward, haha.

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LiquidatedDreams

· 2025-12-24 08:48

Forget it, with only 0.4% volume, you still want to cause a stir?

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Silver is just destined to be unable to get a share, always a runner-up.

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In the long term, chip demand will indeed consume raw materials, but relying on this for a turnaround in the short term... haha.

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100 tons sounds like a lot, but in reality, it’s a tiny proportion, and the market doesn’t have that much imagination.

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Nvidia indeed needs silver this time, but to be honest, it’s quite uneventful.

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The demand change in the supply chain is a good point, but if silver can’t turn around, it just can’t.

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