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Elon Musk's xAI has completed a new round of financing, and the valuation is reportedly over 40 billion dollars.
① Elon Musk's ai startup xAI has completed a new financing round of $6 billion, with a valuation exceeding $40 billion. ② xAI was founded by Musk in 2023 and completed the $6 billion financing in May of this year, at that time the valuation was $24 billion.
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Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.
Nvidia accelerates its layout in Southeast Asia, on Thursday Nvidia CEO Jensen Huang announced the establishment of an AI research and development center in Vietnam to promote the development of Vietnam's AI industry by building AI infrastructure, training Vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI department of Vietnam's Vingroup. During regular trading hours on Thursday, Nvidia's stock price rose by nearly 1% at most.
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Taiwan Semiconductor is reportedly in talks with nvidia to produce Blackwell chips at a factory in Arizona.
①According to reports, Taiwan Semiconductor is currently in talks with Nvidia and plans to produce Blackwell artificial intelligence (AI) chips at its new factory in Arizona, usa; ②As Nvidia's next-generation GPU, the Blackwell chip is currently in full production, but so far it has been produced at Taiwan Semiconductor's factories in Taiwan, china.
Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
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Report: nvidia's Blackwell plan aims to complete manufacturing in the usa.
According to reports, if Taiwan Semiconductor reaches a final agreement with Nvidia, this will bring another important customer to Taiwan Semiconductor's factory in Arizona, which is scheduled to start mass production next year. However, although Taiwan Semiconductor plans to carry out the front-end process production of Blackwell chips in Arizona, these chips still need to be packaged back in China Taiwan.