Nvidia's Jensen Huang Said Something That Has All Quantum Computing Stocks Tumbling: QUBT And RGTI Down 13%, IONQ Down 11%
NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
Accenture Buys Singapore-based Digital Twin Tech Platform
Jim Cramer Sees Buying Opportunity In Nvidia But Attributes 6% Fall To 'Too Much Hot Money' After Jensen Huang's CES Keynote
Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Will AI Glasses Go Mainstream in 2025?
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
Sony Was The First Japanese Company To List On US Markets, Co-Founder Akio Morita Championed 'Workers As Family' Philosophy — Does His Vision Still Resonate Today?
Options Market Statistics: Jensen Huang's Major Product Presentation Failed to Lift Nvidia Shares; Options Pop
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Express News | Mark Gurman: The iPhone SE4 will be released before April.
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
The largest drop in four months! NVIDIA launched new products at CES, and Jensen Huang delivered an impressive speech, so why did the stock price still plummet?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Plan
Watching Shares Of Quantum Computing Stocks; Traders Circulate Comments From Jensen Huang Saying He Loves Quantum Computing But Not To Expect A Quantum Computer For 15 Years At The Earliest, Looked At His CFO And Said "But Probably 30 Years Away"
Nvidia Stock Closed Tuesday Down 6% After Hitting All-Time Highs: What Happened?