英伟达Rubin NVL144 迈向3.3 倍算力与全液冷时代 英伟达的服务器包括多种型号和平台，其中涵盖DGX 系列、HGX 模组服务器、使用GB200 芯片的液冷 服务器以及RTX PRO服务器等。2025 年9 月10 日，NVIDIA 宣布了专门用于大规模上下文处理的Rubin CPX，并披露了新一代AI 服务器。 " Vera Rubin NVL144 "定位于AI 训练与推理用途的旗舰产品，是英伟达Blackwell 架构的下一代产品， 计划于2026年下半年量产。其NVL144 型号算力可达前代产品的3.3 倍，且采用全液冷散热、无缆化设 计及M9 级覆铜板等尖端技术，单机柜产值实现翻倍增长。根据NVIDIA 最新公布的路线图，2027 年推 出升级版Rubin Ultra，其性能将是GB 300 NVL72的14 倍。 蓝思科技：从消费电子代工到AI 硬件生态构建者蓝思科技完成了其自成立以来最具颠覆性的业务重 构。作为以智能手机玻璃盖板代工闻名于全球供应链的企业，蓝思科技在其传统优势领域，通过技术升 级与价值提升，实现了智能汽车与消费电子业务的稳健增长与协同进化。在智能汽车方面，公司依托全 产 ...

市场担忧AI资本开支下滑之际，摩根大通大幅上调数据中心资本开支增长预测，认为市场严重低估了AI相关股票的盈利潜力。 据追风交易台，摩根大通北美股票研究团队在最新报告中表示，大型科技公司的军备竞赛不仅没有放缓，反而在加速。 根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖 英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。 更重要的是，由于AI算力供给持续严重滞后于需求，摩根大通认为实际增速可能达到60%以上，这将为AI基础设施相关公司带来超预期的业绩增长 机会，当前市场对AI产业链核心标的的盈利预期仍然过于保守。 资本开支预测大幅上调：2026年将迎爆发式增长 摩根大通IT硬件团队的最新分析显示，2025年数据中心支出增速已从数月前预测的55%大幅上调至约65%。这一调整背后的驱动力是超大规模云服 务商持续加码AI基础设施建设，而根本原因是可用AI算力供给仍远远无法满足市场需求。 从绝对金额来看，2025年相比2024年的增量支出将超过1150亿美元，这一数字显著高于2024年750-800亿美元的同 ...

董秘回答(津荣天宇SZ300988)： 您好，公司主营业务为精密金属部品和新能源储能产品的研发、生产和销售，公司电气类精密部品广泛 应用于数据中心等领域，公司主要客户为施耐德、ABB、西门子、溯高美、捷普科技等。感谢您的关 注。 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 来源：问董秘 投资者提问： 公司产品是否服务于英伟达、谷歌算力中心？ ...

智通财经APP获悉，周三提交的监管文件显示，英伟达(NVDA.US)董事会成员Harvey Jones出售了价值 超过4400万美元的公司股票。文件显示，自 1993 年以来一直担任这家芯片制造商董事的Jones于 12 月 15 日以每股 177.33 美元的平均价格出售了 25 万股股票。这些股份是琼斯自 1997 年以来持有的股份的 一部分，开始持有时间比英伟达 1999 年上市早了两年。文件显示，出售后，Jones仍然通过 HC Jones Living Trust 间接持有超过 700 万股股份。 英伟达拒绝就此次出售的性质发表评论。 最近，距离OpenAI发布风靡全球的ChatGPT引发全球人工智能投资狂热以及全球企业布局AI的超级热 潮，已经过去三年有余。虽然仍有资金涌向英伟达、博通以及谷歌、甲骨文、美光等等受益于AI投资 狂热的AI算力产业链领军者们，但是市场对于这波股票市场AI繁荣能否持续的疑虑也在加深，一些投 资者认为这轮AI投资热潮的"最好时光"已经结束。 英伟达如今已成为全球市值最高的芯片制造商，多年来，由于人工智能工作负载所需的处理器需求旺 盛，其股价一路飙升。今年以来，该股股价已上 ...

周三，三大指数下跌，科技股领跌，特斯拉从高位回落。 【美股】截至收盘，道指跌228.29点，跌幅为0.47%，报47885.97点；纳指跌418.14点，涨幅为1.81%， 报22693.32点；标普500指数跌78.83点，跌幅为1.16%，报6721.43点。特斯拉(TSLA.US)跌超4.6%，英 伟达(NVDA.US)涨3.8%，Circle(CRCL.US)跌超4.5%。甲骨文跌5.4%。 四名共和党议员加入民主党阵营，推动奥巴马医改法案投票。周三，四名温和派共和党众议员签署了民 主党提出的请愿书，以推动对延长《平价医疗法案》（奥巴马医改）补贴的投票。这些补贴是今年早些 时候导致政府关门的党派分歧的核心问题。这些补贴将于年底到期，届时将导致约2200万美国公民的保 险费大幅上涨。除了214名民主党议员外，布莱恩·菲茨帕特里克、迈克·劳勒、罗布·布雷斯纳汉和瑞安· 麦肯齐这四位共和党众议员也加入了请愿行列。"唯一比不进行任何改革就直接延长三年奥巴马医改补 贴更糟糕的政策，就是完全取消补贴而不提供任何过渡措施。不幸的是，正是众议院领导层自己造成了 这种局面，"菲茨帕特里克评论道。 【欧股】德国DAX30 ...

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index moved to the “Fear” zone on Wednesday.U.S. stocks settled lower on Wednesday, with the Nasdaq Composite falling more than 400 points during the session as investors dumped tech and AI-linked stocks.Nvidia Corp. (NASDAQ:NVDA) dropped around 4%, posting its steepest decline in two months and sinking to its lowest level since mid-September. Oracle Corp. (NYSE:ORCL) slid 5.4%, extending its drawdown from October ...

Market Sentiment - The CNN Money Fear and Greed index declined to 39.1, entering the "Fear" zone from a previous reading of 45.5, indicating a shift in market sentiment [5] - U.S. stocks settled lower, with the Nasdaq Composite dropping over 400 points as investors sold off tech and AI-linked stocks [1] Company Performance - Nvidia Corp. experienced a 4% drop, marking its steepest decline in two months and reaching its lowest level since mid-September [2] - Oracle Corp. fell by 5.4%, with its decline from October's all-time highs nearing 50% [2] - General Mills Inc. reported better-than-expected second-quarter earnings and reaffirmed its fiscal 2026 outlook [2] - Jabil Inc. posted positive earnings for its first quarter [2] Economic Data - Mortgage application volume decreased by 3.8% for the week ending December 12, following a 4.8% increase in the previous week [3] - Most sectors in the S&P 500 closed negatively, with information technology, communication services, and industrials experiencing the largest losses, while consumer staples and energy sectors closed higher [3] Market Indices - The Dow Jones closed down approximately 228 points at 47,885.97, the S&P 500 fell 1.16% to 6,721.43, and the Nasdaq Composite dipped 1.81% to 22,693.32 during the session [4] - Investors are anticipating earnings results from Accenture Plc, FedEx Corp., and Nike Inc. [4]

智通财经APP获悉，根据TrendForce集邦咨询最新调查，近期因存储器市况呈现供不应求，带动一般型 DRAM(Conventional DRAM)价格急速攀升，尽管HBM3e受惠于GPU、ASIC订单同步上修，价格也随之 走扬，但是预期未来一年HBM3e和DDR5的平均销售价格(ASP)差距仍将明显收敛。 另一方面，随着Conventional DRAM获利逐步上升，部分供应商产能开始倾向DDR5，给予HBM3e更大 涨价空间。在GPU与ASIC需求上调后，主要买家皆追加HBM3e采购以因应来年的AI系统建设。综合以 上因素，供应商重新获得定价主导权，开始调整先前过低的合约价，预计2026年HBM3e整体ASP将略 微上修。 TrendForce集邦咨询表示，2025年5月NVIDIA(英伟达)率先与三大DRAM供应商展开2026年采购协商， 当时在买方主导定价的情况下，2026年HBM3e的初始采购单价显著低于2025年水平。 然而，存储器市场供需情况于2025年第三季开始快速反转，由于AI相关的Server布局需求优于预期，各 大云端服务供应商(CSP)扩大Server DDR5备货，同时拟定2026 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - Saudi Arabia is transforming into the world's third-largest computing hub, following the US and China, as part of its "Vision 2030" strategy aimed at diversifying its economy beyond oil dependency [2][16] - The country is investing heavily in high-performance computing and advanced technology, attracting global tech giants like NVIDIA, AMD, Amazon AWS, xAI, and Microsoft to establish partnerships and projects in the region [2][6] Investment and Infrastructure - The Saudi Public Investment Fund (PIF) is the driving force behind the AI transformation, acting as both a fund provider and a major customer [4] - PIF's subsidiaries, Alat and Humain, are focused on building a dual-driven system of manufacturing and computing capabilities, with Alat concentrating on hardware and Humain on AI technology and infrastructure [4][5] - A notable collaboration includes a $2 billion partnership with Lenovo to establish a server manufacturing facility in Riyadh, expected to produce millions of devices annually by 2026 [4][10] Strategic Partnerships - Major tech companies are entering the Saudi market, with NVIDIA planning to build an AI factory utilizing advanced GPUs, and AWS investing over $5 billion to create an "AI Zone" data center [6][7] - The partnerships aim to develop AI infrastructure and applications, including Arabic language models, enhancing Saudi Arabia's position in the global AI landscape [7][14] Economic Impact - The AI sector is projected to significantly contribute to Saudi Arabia's GDP, with estimates suggesting it could account for 12.4% of the GDP by 2030, translating to a substantial economic impact of $320 billion across the MENA region [14][15] - The region's IT spending is expected to reach $169 billion by 2026, indicating a robust growth trajectory as countries like Saudi Arabia and the UAE transition from traditional energy economies to AI powerhouses [15][16] Market Expansion and Diversification - Lenovo aims to increase its revenue from the Middle East to approximately $6 billion, reflecting the strategic importance of the region for tech giants seeking growth opportunities amid saturated traditional markets [13][15] - The establishment of a comprehensive AI ecosystem in Saudi Arabia, covering computing infrastructure, AI models, and industry applications, is creating a new cluster effect for global tech companies [15][16]