Let's bring in CNBC contributor Big Technologies, Alex Canerix. Alex, good to see you. Saw you here at the exchange yesterday off camera, but let's talk about Nvidia.It's weird. Uh Nvidia sort of has to make the case at this point. It's been doing so well that it continues to do well and maybe can do even better.What What have you found to be the most notable points out of GTC. >> Well, first of all, it just highlights the expectations on this company. Only Nvidia could tell you that it's going to make a tr ...

Under the partnership with Arros AI, YY Group will integrate AI-powered candidate discovery, screening, ranking and interviewing capabilities into the YY Circle platform to improve recruiting efficiency, reducing time-to-fill, and enhance platform scalability across key markets. The collaboration reflects YY Group's broader strategy to strengthen its workforce technology stack and operational efficiency as it scales across hospitality and adjacent service sectors. The companies are also exploring a strategi ...

英伟达跌幅收窄，现跌0.23%。 ...

英伟达CEO黄仁勋：将40%的中国台湾地区芯片产能转移到美国将会非常困难。 ...

Nvidia CEO Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market https://t.co/aRka6sD6jY ...

Core Viewpoint - Nvidia CEO Jensen Huang forecasts over $1 trillion in AI data center sales over the next two years, significantly higher than the previous forecast of $500 billion for 2025 and 2026, indicating strong demand for Nvidia's hardware and software [3][6]. Group 1: Nvidia's Forecast and Market Impact - Huang's projection of $1 trillion in sales is seen as a confidence boost for tech investors, suggesting that the AI revolution is accelerating despite market uncertainties [3][4]. - The AI infrastructure buildout has been overshadowed by economic concerns, particularly the ongoing conflict in the Middle East, which has affected investor sentiment [4][5]. - Analysts believe that for every $1 spent on Nvidia chips, there could be an $8 to $10 multiplier effect across the AI ecosystem, benefiting various sectors including hyperscalers, software, and cybersecurity [7]. Group 2: Stock Market Reactions - AI stocks showed mixed performance following Huang's announcement, with some stocks rising due to positive AI prospects while others, including Nvidia, faced downward pressure [6][8]. - Companies like Uber and Lyft saw their shares rise after Nvidia announced an expansion of autonomous vehicle partnerships, while memory firms and chip manufacturing equipment suppliers also experienced gains [9].

Key Takeaways Cisco expands Secure AI Factory with NVIDIA to enable faster, secure AI deployment beyond data centers.CSCO supports edge AI workloads using NVIDIA GPUs, reducing energy use and data center reliance.Cisco reports 21% YoY networking revenue growth, driven by strong AI infrastructure demand.Cisco Systems (CSCO) is expanding its Secure AI Factory with NVIDIA Corporation (NVDA), which will enable enterprises to run AI everywhere instead of only in large data centers. The expanded solution will hel ...

Core Viewpoint - Micron has announced that its HBM4 offering is now in production for Nvidia, providing positive news ahead of its earnings report [1] Group 1 - Micron's HBM4 product is specifically designed for Nvidia, indicating a strategic partnership that could enhance both companies' market positions [1]

Lumentum与Coherent这两只光通信股票受到关注，此前英伟达阐明了其AI系统设计方法。 Lumentum与Coherent这两只光通信股票受到关注，此前英伟达阐明了其AI系统设计方法。 在公司演示中，首席执行官黄仁勋表示，英伟达计划在即将推出的平台（包括Vera Rubin Ultra和未来的 系统）中，继续使用基于铜缆的连接方式以及更新的光学技术。 这一决定表明，英伟达并未急于全面转向光学网络。相反，该公司似乎正在平衡两种选择，在铜缆技术 仍然高效且经过验证的地方继续使用它，尤其是在当前的数据中心设置中。 分析师指出，虽然光通信技术正在进步，但随着基础设施和供应链的跟进，大规模部署可能需要时间。 英伟达也指出了光学网络的持续改进，包括更好的性能和可靠性，但表示随着AI需求的增长，铜缆和 光通信设计将继续并行发展。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：张俊 SF065 在公司演示中，首席执行官黄仁勋表示，英伟达计划在即将推出的平台（包括Vera Rubin Ultra和未来的 系统）中，继续使用基于铜缆的连接方式以及更新的光学技术。 这一决定表明，英伟达并未急于全面转向光学网络。相反， ...

优步科技公司股价在盘前交易中上涨3.32%，此前该公司与英伟达合作，计划在2027年上半年推出由软 件驱动的自动驾驶出租车，并计划到2028年将其扩展至全球28个城市。该计划将利用英伟达的L4级自 动驾驶平台，标志着优步在超越其传统叫车模式的努力中迈出了重要一步。 此次推出将由英伟达的自动驾驶汽车技术栈提供支持，结合AI模型、仿真和高性能计算。优步表示， 该技术将被整合到其平台中，使自动驾驶车辆能够随着时间的推移与人类驾驶员一起运营。 此次推出将由英伟达的自动驾驶汽车技术栈提供支持，结合AI模型、仿真和高性能计算。优步表示， 该技术将被整合到其平台中，使自动驾驶车辆能够随着时间的推移与人类驾驶员一起运营。 此举是优步近期为扩大其自动驾驶战略而采取的一系列行动之一。本月早些时候，该公司与Motional合 作，在拉斯维加斯推出了一项自动驾驶出租车服务，同时还宣布与Wayve和日产合作，以及与Zoox的单 独战略合作伙伴关系。与英伟达的协议又增加了一层，强化了优步建立广泛合作伙伴网络而非依赖单一 供应商来扩大其自动驾驶出租车车队规模的做法。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 优步科技公司股价 ...