Nvidia's Stock Heads for Worst Drop in Months as CES Speech Lacked One Big Thing
Nvidia CEO Ready to Meet With US President-elect and Discuss AI Policy
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Will AI Glasses Go Mainstream in 2025?
Nvidia Expands Its AI Tentacles
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
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.
MediaTek, Nvidia to Design Chip for AI Super Computers
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.
Bernstein rallies for the "Bitcoin bull market": "The infinite era" begins, heading towards 0.2 million dollars by 2025.
Bernstein: As the "unlimited era" of Cryptos begins, Bitcoin is expected to double by the end of the year.
Wolfe provides an S&P 500 "stock picking guide": 15 constituent stocks with at least 25% revenue growth this year.
Wolfe Research's strategists still believe that growth stocks will outperform Large Cap in 2025, and they have identified S&P 500 Index components whose revenue is expected to grow by at least 25%.
NVIDIA (NVDA.US) CFO provides reassurance: The shipment progress of the Blackwell chip is smooth, and growth in the Datacenter Business can be expected.
The shipment volume of the new Blackwell chip is steadily increasing, and the new fiscal year is "definitely a year of growth" for the Datacenter Business.
Nvidia Charts Future of AI-driven Computers, Cars, Robots at CES 2025
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 (NASDAQ: NVDA) Boss Unveils Plan for World Domination of Tech
Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why
AI Chip Business lags behind competitors, Samsung Electronics' Q4 profits fall far below expectations.
The failure in the AI chip Business led to a decline in Samsung's profits.