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.

wallstreetcn28minutes ago

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Benzinga38minutes ago

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Benzinga22:29 ET

OpenAI Secures $4B Credit Line To Supercharge AI Ambitions And Expand Nvidia-Powered Infrastructure: 'Provides Flexibility To Seize Future Growth Opportunities'

Benzinga22:11 ET

Options Market Statistics: Nvidia Stock Jumps After CEO Jensen Huang Says 'Demand for Blackwell Is Insane', Options Pop

Options Newsman21:57 ET

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.

wallstreetcn20:30 ET