Google now working on a new initiative that would challenge one of Nvidia's biggest advantages in AI. It's proprietary software. Dearra Bosa has more in today's tech check segment.Morning Dearra. Hey, good morning Sarah. So Google's chip challenge to Nvidia.It's moving from hardware to software. The main knock against those custom AI chips, TPUs, is that they're hard to adopt. Nvidia's e advantage is its ecosystem.So that's its chips and its CUDA software. If Google can crack the software and the adoption p ...

Stock futures pointed higher ahead of delayed Consumer Price Index data Thursday, with the blue-chip Dow Jones Industrial Average and benchmark S&P 500 aiming to end four-session losing streaks.  Futures associated with the tech-heavy Nasdaq, S&P 500, and Dow were up 0.8%, 0.5%, and 0.2%, respectively. Yesterday, they closed down a respective 1.8%, 1.2%, and 0.5%, as AI bubble concerns resumed. The belated inflation report at 8:30 a.m. ET is expected to show the Consumer Price Index rose 3.1% over the ...

Its GPUs are the default hardware for training and deploying large language models. Add to this its CUDA software stack, and you have anJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencie ...

Core Insights - The article highlights the dominance of GPUs in training and deploying large language models, emphasizing the importance of the CUDA software stack in enhancing their functionality [1]. Company and Industry Summary - GPUs are identified as the default hardware for large language model applications, indicating a strong market position for companies producing these components [1]. - The integration of CUDA software with GPUs is noted as a significant factor that contributes to their effectiveness in machine learning and AI applications [1].

【导读】利好一个接一个！ 兄弟姐妹们啊，今晚两大利好，美股尤其是科技板块暴涨，中国资产同步上涨，相信周五的市场不出意外的话不会让人失望了。 早前美光科技的财报拯救了AI交易，今晚美国最新通胀数据，强化了美联储2026年降息的预期！ 一起看看发生了什么事情。 美股飙涨 12月19日晚间，美股三大指数高开高走，道指涨超400点，纳斯达克涨近2%，标普500指数涨超1%。 中国资产方面，中概股指数涨1.5%。 | 了 筛选 | | 最新价 = | 涨跌幅 = □* | | --- | --- | --- | --- | | 美光科技 | | 251.77 | +11.64% | | us MU | | | | | Sandisk Corporation / | | 228.56 | +10.51% | | us SNDK | | | | | Applovin Corporation | | 702.01 | +6.83% | | US APP | | | | | 美国超威公司 | W | 205.95 | +3.96% | | US AMD | | | | | 特斯拉 | | 485.31 | +3.84% | | ...

核心要点 瑞典 "氛围编程" 初创公司 Lovable 于周四宣布，已完成 3.3 亿美元 B 轮融资，投后估值达 66 亿美元， 谷歌与英伟达旗下风投部门均参与了本轮融资。 这一消息印证了美国消费者新闻与商业频道（CNBC）此前的报道。该媒体于本周二称，Lovable 本轮 融资估值达到上述水平，较今年 7 月上一轮融资时增长两倍；同时披露投资方包括美国风投机构阿克塞 尔投资和科斯拉风投。 本轮融资由谷歌旗下风投部门 CapitalG 与门罗风险投资公司共同领投。除阿克塞尔投资和科斯拉风投 外，英伟达风投部门 NVentures、演员格温妮丝・帕特洛旗下风投机构 Kinship Ventures，以及销售力量 风投、数据砖风投、亚特兰蒂斯风投、T． 资本、哈勃风投、DST 全球、殷拓全球、克里多姆风投、伊 万蒂克风投等多家机构也参与了投资。 本轮融资完成后，Lovable 公司 2025 年的累计融资额已超过 5 亿美元。 近期，"氛围编程" 类初创公司受到风险投资机构的高度关注。投资者看好这类企业的发展前景，认为 其技术能够大幅缩短软件与应用程序的开发周期。 美国市场同样涌现出一批备受资本青睐的同类企业。 ...

根据协议，双方将联手建设和部署规模空前的AI基础设施。该计划的核心是构建总容量至少达到10吉 瓦的AI数据中心，其中将包含数百万计的英伟达GPU。这无疑将成为OpenAI训练和运行其下一代AI模 型、并最终实现'超级智能'目标的超级引擎。 当地时间12月17日，英伟达CEO黄仁勋表示，尽管公司此前宣布了高达1000亿美元的投资计划，拟与 OpenAI合作建设超大规模数据中心，但目前尚未向对方支付任何款项。该巨额合作的实际进展仍处于 初期阶段。 尽管投资尚未落地，但双方的合作框架已明确，未来可能深刻影响全球AI算力格局。黄仁勋强调，所 有资金投入将根据项目进度和技术需求逐步实施，确保资源高效配置。 今年9月，英伟达与OpenAI宣布了一项堪称史诗级的战略合作。英伟达计划向OpenAI投资高达1000亿美 元。 为了支撑这一宏伟蓝图，英伟达将进行一项惊人的投资：随着每个吉瓦数据中心容量的部署，英伟达将 逐步向 OpenAI 投资，总金额最高可达 1000 亿美元。这笔投资不仅是 AI 领域有史以来最大规模的单笔 投资，也彰显了英伟达对 OpenAI 技术路线的坚定信心。 责任编辑：李桐 今年9月，英伟达与Open ...

Core Insights - Nvidia's stock has fallen to a three-month low due to concerns about an AI bubble and increased competition in the chipmaking industry [1][4] - The company faces challenges from competitors, including a significant surge in the stock of MetaX Integrated Circuits, which debuted with a nearly 700% increase [2] - Nvidia's chips are facing bans in China, and the company is being compared to the dot-com bubble, raising investor skepticism [3][4] Industry Trends - A report from UBS projects that global capital expenditure on AI could increase by nearly 35% next year, reaching $571 billion, indicating ongoing investment in the sector [6] - Analysts from Bank of America suggest that the AI boom is still in its early stages, with Nvidia being highlighted as a top stock to buy in 2026 [7] - Despite positive projections, Nvidia's stock has declined over 16% in the last two months, reflecting negative market sentiment [8]

Nvidia stock (NASDAQ: NVDA) is climbing as several tailwinds come together to strengthen confidence in the company's leadership in AI chips. Strong earnings and guidance from Micron helped calm fears ... ...

JohanSjolander / E+ via Getty Images The math is simple. It starts with three facts. China has spent massive amounts to create very low-priced electricity at a rate several times the U.S. pace. It has built massive dams. The best example is the Motuo Hydropower Station on the Yarlung Tsangpo River in Tibet. No other nation could build a colossal project so fast. And China has extraordinary solar power supply. Do the large Chinese artificial intelligence (AI) companies pay for these? No. The central govern ...