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Famous investor: NVIDIA is "printing money", the AI opportunities are endless!
① Notable investor Ross Gerber believes that NVIDIA is entering a new growth phase, driven by the global AI infrastructure development, with its cutting-edge chips being key. ② Investors are bullish on NVIDIA's prospects before 2025, expecting its net sales to grow by 65 billion dollars, with EPS increasing more than double.
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NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
Under antitrust pressure? After NVIDIA's $0.7 billion acquisition, AI startup Run:ai plans to open source their Software.
Run:ai's Software only runs on systems based on NVIDIA, which has stated that the two companies have been closely cooperating since 2010. The USA Department of Justice and the EU previously launched investigations into whether NVIDIA's acquisition of Run:ai would harm competition. Just over a week ago, the European Commission concluded that the acquisition would not hinder competition in the AI and GPU fields, approving the Trade.
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