美国总统特朗普：将加快向英伟达(NVDA.O)发放所有必要许可，将加快向所有致力于美国的公司发放 许可。 ...

美国总统特朗普将加快向 英伟达发放所有必要许可。 ...

智通财经4月15日电，美国总统特朗普将加快向英伟达发放所有必要许可。 ...

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会。《AI日报》致 力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业洞察和价值分析。 AI快报 1.4月15日，可灵AI在"灵感成真"2.0模型发布会上宣布，基座模型再次升级，面向全球正式发布可灵2.0 视频生成模型及可图2.0图像生成模型。可灵2.0模型在动态质量、语义响应、画面美学等维度，保持全 球领先；可图2.0模型在指令遵循、电影质感及艺术风格表现等方面显著提升。 2.记者获悉，AI大模型独角兽智谱2025年4月14日在北京证监局办理辅导备案，辅导机构为中国国际金 融股份有限公司。这意味着，智谱成为第一家正式启动IPO流程的"大模型六小龙"。 3.AMD CEO称，计划扩大在美国的AI芯片和服务器生产，公司计划利用台积电正在扩建的亚利桑那工 厂生产AI芯片。其还表示，已与台积电首席执行官会面，并将拜访其他供应商及合作伙伴。 4.苹果公司将分析用户设备上的数据以改进其人工智能（AI）平台，同时确保用户数据保留在设备上， 不会直接用于训练AI模型。这项新方法将通过使用实际电子邮件来检查合成数据并改 ...

If you've got some undeployed cash that you're looking to invest in the stock market, I've got two fantastic stocks that look like excellent buys. However, there is a disclaimer on these stocks: you'll need to hold them for at least three to five years to get the full benefit.The tailwinds in the industries that these two operate in are long-term trends. However, the stocks will be disrupted occasionally due to fears of how the economy is doing, President Donald Trump's tariff plans, or some other unknown i ...

The chip designer Nvidia has said it will build up to $500bn (£378bn) worth of artificial intelligence infrastructure in the US over the next four years, in a sign of manufacturers investing in operations on American soil amid Donald Trump's tariffs. The announcement comes after Trump reiterated threats on Sunday to impose imminent tariffs on the semiconductors that Nvidia makes mostly in Taiwan, and after the chipmaker's chief executive, Jensen Huang, dined at the president's Mar-a-Lago resort earlier this ...

The recent market turmoil can make any investor nervous. Volatility can be scary as you see the value of your portfolio slump along with the market. For those who remain calm and stay focused on the underlying businesses, it can mean opportunity. Some stocks have risen to nosebleed levels over the past two years in the bull market. Nvidia (NVDA -0.18%) has been a favorite name, but many investors may have felt they missed the boat as the stock soared. Even with the recent market correction, shares have rise ...

Tariffs may be the talk of Wall Street, but there are far more pressing issues for the stock market's artificial intelligence (AI) darling."Buckle up and hold on" has been something of a theme for Wall Street over the last two weeks. Ever since President Donald Trump unveiled his "Liberation Day" tariffs, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have logged some of their largest single-session point gains and declines since their respective inceptions.Whereas the "Magnificent Seven" s ...

智通财经APP获悉，根据Insider Mondey近期发布的一份"亿万富翁眼中值得买入的30只最佳AI股票"榜 单，戴尔科技(DELL.US)位列其中，该股受到亿万富翁及对冲基金青睐，大摩等机构也看好其未来借力 AI热潮的积极发展。 过去几个月，受AI热潮推动，美国经济前景一片乐观。但近期特朗普为扶持美国制造业所采取的关税 政策出台转头就泼了冷水。这一系列举措迅速冲击全球股市，各大主要指数皆呈螺旋式下跌。而最新一 轮关税上调，已使"七巨头"市值蒸发数万亿美元。七巨头主导着美国基准指数，且在AI领域投入巨大。 戴尔科技受到众多亿万富翁投资者及对冲基金的青睐，持有其股票的对冲基金数量为63家，持有其股票 的亿万富翁投资者数量为11位，其中亿万富翁持股市值为2.58亿美元。 戴尔科技从事各类综合集成解决方案、产品及服务的设计、开发、制造、营销、销售和技术支持。该公 司通过与超大规模数据中心运营商在服务器领域的合作，以及生产具备AI功能的个人电脑，涉足AI领 域。 市场研究公司国际数据公司(IDC)的最新报告指出，如果关税持续存在，预计将在包括IT行业在内的多 个市场引发供应链中断和通胀挑战。据路透社报道，在上周特 ...

April 11, 2025 12:00 AM GMT NVIDIA Corp. | North America What is the future of products like NVIDIA H20 for the China market? We have generally been assuming H20 would see meaningful restrictions, which is still our base case after an article yesterday suggesting otherwise. We give some context. What this is about: H20 is essentially a performance-limited version of the H100, designed to bring performance below the teraflop per square mm metric threshold laid out by the US Commerce Department in its restric ...