算力新基建赛道迎来突破。 3月12日，中科曙光正式发布首款国产400G原生无损RDMA高速网络——scaleFabric。据悉，该系列网络产品技术规格全面对标英伟达NDR，部分指标实 现赶超。 与此同时，该系统方案目前已完成近万卡规模验证，并稳定运行超过10个月，可保障大规模集群长期稳定运行，有效填补国产集群"高速互联"技术空白。 中科曙光高速网络互联产品部总工程师万伟在发布会现场表示，scaleFabric是国内首款原生无损RDMA高速网络，面向超大规模智算集群设计，从核心关 键IP、交换芯片、网卡到交换机、驱动与管理软件均实现自主研发，构建起从硬件到软件的完整技术体系。 "此次发布的scaleFabric400系列网络产品技术规格全面对标英伟达NDR，部分指标实现赶超。"万伟介绍，比如性能方面，scaleFabric400网卡基于PCIe5.0 接口，端口带宽达400Gbps，端到端通信时延低至0.9微秒；scaleFabric400交换机单端口带宽达800Gbps，整机交换容量可达双向64Tbps，交换时延约260 纳秒，支持800G×40或400G×80端口扩展。这一性能组合，可充分满足万卡级AI训练 ...

Key Takeaways Nebius shares jumped 16% after a $2B investment to jointly develop hyperscale AI cloud infrastructure.NVIDIA will provide design frameworks, early hardware samples and software to speed AI infra deployment.Nebius plans to deploy over 5 gigawatts of AI computing capacity by 2030.NVIDIA (NVDA) recently announced a $2 billion investment in Nebius Group N.V. (NBIS) to develop the next generation of hyperscale AI cloud infrastructure jointly. The announcement immediately grabbed investor attention, ...

NVIDIA Corporation (NASDAQ:NVDA) is trading sideways on Thursday. It has been in a well-defined range since December.There are two different strategies traders generally use with range-bound stocks. This is why NVIDIA is the Stock of the Day.A trading range has resistance on the top and support on the bottom. As you can see on the chart, the range for Nvidia is between $171 and $195.Resistance in a market can stay intact because of remorseful buyers. These are people who regret purchasing shares at the resi ...

伊朗新任最高领袖穆杰塔巴表态，称不会放弃复仇，霍尔木兹海峡必须保持关闭。美股三大指数集体低 开，纳指跌0.83%，标普500指数跌0.77%，道指跌1.06%。 大型科技股普跌，亚马逊跌1.5%，英伟达、特斯拉、Meta、苹果均跌超1%。 本田汽车跌6.5%，重新评估"电动化"战略，预计将计提高达157亿美元费用和损失。 德意志银行跌6.3%，披露对私募信贷领域有300亿美元敞口，或面临潜在间接信用风险。 Bumble大涨超35%，Q4营收超预期，推出"AI红娘"约会软件。 (格隆汇) ...

Vol: 4,918,325+$9.15+8.31%$119.20Valero EnergyVLO• Vol: 2,450,424+$12.43+5.73%$229.45Marathon Investors Worry About The 'B Word' With Nvidia Stock at These Levels | NVDA - 24/7 Wall St.S&P 5006,720.80 -0.68%Dow Jones46,928.00 -0.89%Nasdaq 10024,760.40 -0.68%Russell 20002,502.54 -1.46%FTSE 10010,298.80 -0.42%Nikkei 22554,417.00 -0.44%Investing# Investors Worry About The 'B Word' With Nvidia Stock at These Levels | NVDAFollow 24/7 Wall St. on GoogleBy Austin Smith Published Mar 12, 9:20AM EDT--This post may c ...

Nvidia (NASDAQ:NVDA) just reported $68.1 billion in quarterly revenue, up 73% year over year, and the stock barely moved. Reddit sentiment has fallen 17 points over the past 30 days. That gap between the numbers and the mood is worth understanding. The composite sentiment score, blending Reddit activity, news coverage, and prediction market signals, has dropped sharply over the same period. For a company trading at $1`85 share price with $215.9 billion revenue year behind it, that anxiety says something. ...

Quick Read Hyperscalers like Meta and others are deploying massive capital into AI infrastructure, and companies positioned to benefit from that spending cycle either as investors in infrastructure or suppliers of chips are capturing outsized returns. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. "The smartest people, theoretically, are always in the room. But you always have to make a business judgment as to where and when you spend the incremental dolla ...

Core Insights - NVDY's distributions have shifted from monthly payouts of $1.20 to $2.62 per share in mid-2024 to weekly payments of $0.09 to $0.12 by early 2026, reflecting changes in implied volatility [1][2] - The fund has grown to approximately $1.3 billion in assets since its launch in May 2023, with an expense ratio of 1.09% [2] - The fund's strategy involves selling call options, which caps upside participation in NVIDIA's stock price appreciation [2][4] Distribution Dynamics - Distributions are heavily influenced by the volatility of the underlying stock; high implied volatility leads to increased options premiums and larger distributions [3] - The VIX, a measure of market volatility, closed at 29.49 on March 6, 2026, indicating a 58% increase over the previous month, which inflates the premiums collected by the fund [3] - As volatility normalizes, distributions are expected to decrease [3][17] Fund Structures - NVDY, along with TSLY, CONY, and MSTY, utilizes a synthetic covered call structure, holding a combination of call options and short put positions to mimic stock ownership [4][5] - Each fund in the YieldMax lineup targets a single high-volatility reference stock, distributing collected premiums as weekly dividends [5] Performance Overview - NVDY's share price is currently around $13.46, reflecting a 52% increase over the past year, with year-to-date performance in 2026 being relatively flat [7] - TSLY, launched in November 2022, has assets of about $950 million, with weekly distributions ranging from $0.29 to $0.37 and a share price increase of 53% over the past year [8][9] - CONY, launched in August 2023, has seen its share price decline by approximately 30% to around $30, despite substantial distributions [11][13] - MSTY, launched in February 2024, has assets of about $1 billion, with share price down about 45% over the past year, illustrating significant NAV erosion [14][15] Total Return Consideration - Total return, which includes both share price change and income collected, is crucial for evaluating the performance of these funds [16][18] - NVDY and TSLY have experienced price appreciation, while CONY and MSTY have faced share price declines, impacting overall returns [16][18]

英伟达计划五年内投入260亿美元用于开源权重人工智能模型，并发布了其1280亿参数的Nemotron 3 Super，旨在与领先实验室竞争，同时推动图形处理器的采用。 责任编辑：张俊 SF065 英伟达计划五年内投入260亿美元用于开源权重人工智能模型，并发布了其1280亿参数的Nemotron 3 Super，旨在与领先实验室竞争，同时推动图形处理器的采用。 责任编辑：张俊 SF065 ...

英伟达正在推介其开源人工智能智能体框架"NemoClaw"，与OpenClaw形成竞争。该框架在开发者大会 前为企业合作伙伴提供安全和隐私工具。 英伟达正在推介其开源人工智能智能体框架"NemoClaw"，与OpenClaw形成竞争。该框架在开发者大会 前为企业合作伙伴提供安全和隐私工具。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...