Nvidia deepens early-stage push into India’s AI startup ecosystem https://t.co/5l2Njk87zP ...

Group 1: Nvidia and OpenAI Investment - Nvidia is finalizing a $30 billion investment in OpenAI, down from a previously discussed $100 billion commitment that was never executed, indicating a more cautious approach to equity financing [2][3] - The reduction in investment reflects a strategic pivot towards diversified AI infrastructure partnerships amid a crowded funding environment with other tech giants also seeking stakes in OpenAI [3] Group 2: Oil Market Dynamics - Oil prices have surged to multi-month highs, with Brent crude nearing $72 per barrel and U.S. WTI reaching $66.56, driven by escalating U.S.-Iran military tensions near the Strait of Hormuz [4][5] - The return of the "oil risk premium" has raised concerns among investors about potential disruptions in oil supply, which could lead to significant price increases and complicate the global inflation outlook [5] Group 3: HSBC Restructuring - HSBC has cut approximately 10% of its U.S. debt capital markets team as part of a broader initiative to achieve $1.8 billion in annual savings, indicating a strategic shift towards focusing on high-growth opportunities in Asia and the Middle East [6][7] - Despite the cuts in the U.S., HSBC remains a top-10 underwriter for U.S. corporate debt, prioritizing capital efficiency over global expansion [7] Group 4: Market Sentiment and Economic Data - Asian equity markets have traded lower due to rising geopolitical risks and concerns over private credit fund stability, leading to a retreat from riskier assets [10] - Investors are cautious ahead of critical U.S. economic data that could influence the Federal Reserve's decisions, with the intersection of rising energy costs and potential private credit contagion creating a complex trading environment [11]

Core Insights - Nvidia is intensifying its efforts to engage with early-stage AI startups in India, aiming to build relationships with founders before their companies are formally established [1][4][13] Partnerships and Initiatives - Nvidia has partnered with early-stage venture firm Activate, which plans to support 25 to 30 AI startups from its $75 million debut fund, providing these companies with preferential access to Nvidia's technical expertise [2][5] - The company has also collaborated with nonprofit AI Grants India to support over 10,000 early-stage founders in the next 12 months, alongside partnerships with various venture firms to identify and fund AI startups [10][11] Market Context - India is recognized as one of the fastest-growing markets for AI developers and startups, making it a critical area for Nvidia to expand its chip and software adoption [4][13] - The AI Impact Summit in New Delhi highlighted the growing interest from major technology companies in the Indian AI landscape, although Nvidia's CEO was unable to attend [3] Strategic Approach - Nvidia's strategy involves engaging with startups at the inception stage to ensure they rely on its computing infrastructure as they scale, which is expected to increase their consumption of AI compute resources over time [7] - Activate's partnership with Nvidia aims to provide a more curated approach to the existing Inception program, allowing for more direct access to Nvidia's engineering expertise for high-potential technical teams [12]

Group 1 - Nvidia is nearing the completion of a $30 billion investment in OpenAI, which will replace a previously agreed long-term commitment of $100 billion from last year [1] - This investment is part of a new funding round for the AI startup OpenAI [1]

黄仁勋说，"这个团队面对Vera Rubin和HBM4这一巨大挑战，真的非常努力工作，他们有资格一边享用 烧酒和炸鸡，一边度过美好的夜晚。" 黄仁勋自信表示，"我们准备了几款世界上前所未见的全新芯片。所有技术都已到达极限，所以没有容 易的事。"他补充说，"有了这样一支团队，没有什么是不可能的。" 他还认为，目前AI不存在泡沫。"我们只是站在人类历史上最大规模、规模达数十万亿美元的基础设施 项目的起点而已。" 据《韩国经济日报》18日报道，英伟达首席执行官黄仁勋14日接受该媒体采访，对3月中旬举行的GTC 2026大会进行预热，称将在会上揭晓"世界上前所未见"的全新芯片。 当天接受采访前，黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅，与30多名SK海力士和英伟达工程 师共进晚餐。 业界认为，SK海力士即将供应的HBM4被视为决定英伟达下一代AI加速器Vera Rubin性能表现的关键组 件。目前，SK海力士面临同三星电子的激烈竞争。 黄仁勋未透露所谓全新芯片的型号。有媒体猜测，大概率出自两大芯片系列：一是Rubin系列的衍生产 品（如此前曝光的Rubin CPX），该系列已于2026年CES大会上亮相，包含6款全 ...

Economic Data Summary - US economic growth in the fourth quarter of 2025 was reported at an annualized rate of 1.4%, significantly below the expected 2.9% [3][8][9] - The "core" personal consumption expenditures (PCE) index, the Federal Reserve's preferred inflation measure, increased by 0.4% in December, surpassing economists' expectations of 0.3% [4][5][6] - On an annual basis, the headline PCE rose by 2.9% and the core PCE by 3.0% in December, both slightly above forecasts [6] Market Reactions - S&P 500 futures fell approximately 0.3%, Dow Jones Industrial Average futures decreased by 0.2%, and Nasdaq 100 futures dropped by 0.5% [2] - Concerns about the private credit sector were heightened following Blue Owl's halt to withdrawals, which raised fears of a potential financial crisis [3] Company-Specific Updates - Chemours Co. reported a loss of $47 million in its fourth quarter earnings, leading to a 9% decline in its stock price [11][13] - Grail's stock plummeted over 40% after disappointing cancer trial results [12] - Live Nation's stock rose more than 3% following an 11% increase in fourth-quarter revenue to $6.31 billion, driven by a 12% gain in concert sales [13] - Opendoor's stock surged 14% after reporting a 46% increase in home acquisition volume, with revenue reaching $736 million, exceeding Wall Street estimates [16]

US stocks rose on Friday after the Supreme Court ruled that President Trump's sweeping "Liberation Day" tariffs are unlawful, saying he lacked the authority to impose them using emergency powers. The S&P 500 (^GSPC) and the Dow Jones Industrial Average (^DJI) both moved up 0.4%, coming off the end of a three-day winning streak on Thursday. The tech-exposed Nasdaq Composite (^IXIC) led the way higher, rising 0.6%. Stocks reversed course on the heels of the decision, having slid at the open as investors d ...

US stocks slid on Friday as investors digested economic data that showed US economic growth cooling in the fourth quarter, while the Fed's favored inflation gauge heated up to end last year. Wall Street also kept an eye out for US-Iran tensions, private credit jitters, and a potential Supreme Court tariff decision. The S&P 500 (^GSPC) moved down roughly 0.3%, while the Dow Jones Industrial Average (^DJI) fell by a steeper 0.4%, coming off the end of a three-day winning streak on Thursday. The Nasdaq Compo ...

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