Nvidia's Reported Lepton AI Buyout A 'Huge Red Flag,' Says Short Seller Jim Chanos, Warns Of Inventory Risk

Benzinga20minutes ago

Following the chips and AI, the USA may consider launching a national strategy for Siasun Robot&Automation.

① USA companies urge the government to launch a Siasun Robot&Automation national strategy to promote the development of the smart robot Industry and drive the development of next-generation robots in Global competition; ② The USA Association for Advanced Automation recommends that the government adopt tax incentive measures, provide federal funding, and establish a new federal robotics office to expand production capacity and promote the application of AI.

cls.cn35minutes ago

Nasdaq Tumbles 2% Amid Decline In Alphabet, Amazon: Investor Sentiment Declines, Greed Index Remains In 'Fear' Zone

Benzinga01:35 ET

Alibaba Chairman Questions Future Of Humanoid Robots After Nvidia CEO Jensen Huang Predicts Factory Adoption Within 5 Years: 'Don't Need Machines To Replace Humans'

Benzinga01:21 ET

At a time when the demand for computing power is being questioned, NVIDIA intends to acquire a "GPU sub-landlord." What kind of business is computing power leasing exactly?

NVIDIA plans to acquire the GPU leasing company Lepton AI, which does not manage Datacenters or Servers itself, but rents from cloud providers and then subleases to its own clients. Analysis suggests that with the increased availability of systems with lower computing costs, the overall computing costs are decreasing, and the computing power leasing market has shifted to a clearly buyer's market, prompting NVIDIA to consider vertical integration to consolidate its dominant position.

wallstreetcn23:51 ET

Are the USA Autos tariffs Bullish for Tesla? Trump explains: Musk has never intervened in this matter.

① After President Trump of the USA announced a 25% tariff on "all non-American made Autos," many people questioned whether the idea of the Autos tariff was influenced by Musk. ② In response, Trump specifically emphasized to reporters that Musk was not involved in this matter, "because he might have a conflict of interest."

cls.cn23:04 ET