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Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
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Silicon Valley giants are showing their strengths in using electricity for AI: Microsoft is planning to restart abandoned nuclear power plants, and Google is also eyeing nuclear energy.
Last month, microsoft reached a 20-year agreement to purchase nuclear power, restarting the Three Mile Island nuclear power plant in the usa where a serious nuclear accident once occurred. Google's CEO stated this Thursday that Google is considering further investments in solar energy and evaluating technologies such as small modular nuclear reactors.
US regulators said eli lilly and co's weight loss miracle drug is no longer in short supply, with 'substitute' manufacturer Hims & Hers plunging more than 10% during trading.
FDA stated that eli lilly and co's two exenatide-containing GLP-1 injection Zepbound and Mounjaro have been in short supply since 2022 due to increased demand, but the shortage issue is now resolved. Industry organizations say that FDA's determination equals to pharmacies stopping the allocation and distribution of generic versions of the two drugs.