Core Viewpoint - Nvidia has experienced significant stock growth, rising over 800% in the past three years, driven by its dominance in the AI chip market and impressive revenue growth [1]. Group 1: Nvidia's Performance - Over the past year, Nvidia's stock has shown a non-linear growth pattern, facing various challenges while still achieving high profitability with gross margins exceeding 70% [3]. - Despite competition, Nvidia maintains its leadership position in the AI chip market, supported by strong demand for its products [3]. - Concerns about a potential AI bubble have temporarily affected Nvidia's stock and that of other AI leaders, but overall spending trends in AI remain strong [4]. Group 2: Market Trends and Future Outlook - Major tech companies continue to invest heavily in AI infrastructure, contributing to a rebound in Nvidia's stock from November lows [5]. - The upcoming fiscal fourth-quarter and full-year 2026 earnings report on February 25 is seen as a potential catalyst for Nvidia's stock [6]. - Positive signals from Nvidia's partner, Taiwan Semiconductor Manufacturing, which reported earnings that exceeded analysts' expectations, provide optimism for Nvidia's upcoming report [7].

Weekly large cap, mid cap, small cap best & worst rankings. Know what sectors, industries, and stocks to buy and when to buy them. Sign up for Tomorrow's Top Stocks Today to start receiving your weekly reports now before the next move.It's been a bit since I posted updates from our weekly sector and stocks ranking. In fact, the last time we spoke was when I predicted the stock market low on April 8, 2025, citing our proprietary data. ThatLimelight Alpha Management Partners is a team of analysts powered by E ...

Group 1 - Nvidia's proposed investment of up to $100 billion in OpenAI has stalled due to internal concerns, leading to a reconsideration of their partnership structure [1][2] - The discussions now involve a potential equity investment in the tens of billions as part of OpenAI's latest funding round, rather than the initially announced larger sum [1] - Nvidia had initially planned the substantial investment to support OpenAI's acquisition of advanced chips and enhance its capacity for training and operating new AI models [2] Group 2 - Nvidia CEO Jensen Huang described the original $100 billion commitment as non-binding and not finalized, raising concerns about OpenAI's business practices and competition from other tech firms [2][3] - Other major players, including Amazon and SoftBank Group, are also seeking partnerships with OpenAI, with Amazon reportedly negotiating an investment that could reach $50 billion [3] - OpenAI is currently aiming to raise up to $100 billion in funding, which would give it an estimated valuation of around $830 billion [3] Group 3 - The original agreement between Nvidia and OpenAI involved deploying ten gigawatts (GW) of Nvidia systems for AI infrastructure development, with initial operations expected in the second half of 2026 [4] - Nvidia was intended to serve as OpenAI's main provider of computing and networking solutions, collaborating with partners such as Microsoft, Oracle, SoftBank, and Stargate [5]

Group 1 - Nvidia's stock fell by 1.8% in premarket trading due to uncertainty surrounding a $100 billion investment deal with OpenAI [2] - The agreement announced in September included plans to build at least 10 gigawatts of computing power for OpenAI [2] - Jensen Huang indicated that the $100 billion investment was non-binding and not finalized, expressing concerns about OpenAI's business strategy and competition from other firms [3] Group 2 - Reports from insiders suggest that there is uncertainty regarding the deal between Nvidia and OpenAI [2] - Huang's criticism of OpenAI's business strategy reflects broader concerns within the industry about competition from companies like Alphabet's Google and Anthropic [3]

Key TakeawaysSpaceX and xAI, both founded by Elon Musk, are reportedly in advanced discussions for a potential combination, with an announcement possible as early as this week, though the deal remains fluid.Verizon (VZ) has begun identifying potential replacements for Sowmyanarayan Sampath, the current head of its crucial consumer division, according to recent reports.The National Highway Traffic Safety Administration (NHTSA) has initiated an engineering analysis into approximately 1.3 million Ford F-150 (F ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 2月2日消息，近日，英伟达创始人兼CEO黄仁勋结束中国大陆行程后，搭乘私人飞机抵达中国台湾省。 据媒体报道，黄仁勋抵台后第一时间前往台积电创始人张忠谋位于大直的住所拜会，当晚二人又在台北松山区粤式餐厅"榕居"共进晚餐。 此次会面最受外界关注的是，现年94岁的张忠谋坐轮椅现身，这是他时隔一年多以来的首次公开露面。 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 尽管因身体原因需借助轮椅出行，但张忠谋精神状态极佳，与黄仁勋相谈甚欢。 这位被誉为 "半导体教父" 的行业传奇，此前因健康问题长期未公开亮相，此次出镜也引发业内高度关注。 餐后黄仁勋接受媒体访问，夸赞餐厅很棒，透露二人席间共品威士忌与鸡尾酒，并笑称"Morris（张忠谋英文名）喜欢威士忌，我也是"。 他同时表示张忠谋精神很好、思维敏捷，坦言很高兴再度见面并从中交流宝贵经验。黄仁勋还证实，此次会面结束后，他即将启程返家。 值得一提的是，张忠谋 ...

这两天，朋友圈被这条消息炸了——94岁的张忠谋，坐着轮椅，见了61岁的黄仁勋。 不是简单的商业会面。这是半导体界的"冰与火之歌"，是芯片王朝的权力交接，是两个疯子跨越33岁年 龄差的终极对话！ 你们知道这意味着什么吗？这意味着，当你还在为35岁被裁员焦虑时，有人94岁依然坐在全球科技命脉 的牌桌上！这意味着，当你觉得60岁该退休时，有人正穿着皮衣点燃全球AI革命！ 轮椅不是弱势，那是王座！ 两个疯子子的创业史 张忠谋57岁创办台积电时，全世界都觉得他疯了。 "57岁了！该退休的年纪创什么业？""芯片代工？这是什么鬼模式？""台湾想搞半导体？做梦！" 但就是这个"疯子"，用37年时间，把台积电做到了全球芯片代工市场份额55%！苹果、英伟达、高通、 AMD——全球所有科技巨头，都得跪着求他产能！ 眼神中的帝国 看到照片那一刻，我浑身起鸡皮疙瘩。 94岁的张忠谋被助理推着入场，脸上布满老年斑，双手放在轮椅扶手上——但你看他的眼神！那根本不 是老人的眼神！那是鹰！是狮！是巡视自己帝国的王！ 而对面站着的黄仁勋，一身黑色皮衣，手臂纹身若隐若现，像个摇滚巨星——不，他本来就是摇滚巨星， 只是恰好统治了全球AI芯片市场。 ...

噩梦成真！微软Maia 200正式杀进数据中心，左手3nm自研芯，右手Triton，照着老黄的大动脉砍。当头号金主爸爸摇身一变成了头号死敌，这场千亿美 金的算力大逃杀，微软不光为了省钱，更是要革了CUDA的命。 这哪里是发新品？这分明是全球最大买家对卖家的背刺。 当全世界还在卷HBM显存大小的时候，微软反手就是一个「降级打击」，用更务实的内存架构，切开了英伟达最骄傲的护城河。 特洛伊木马：OpenAI递给微软的刀 表面看，Maia 200是一块台积电3nm工艺的硬核硅片；但让老黄睡不着觉的，是随芯片捆绑发布的软件核武：Triton。 在芯片圈，有一条心照不宣规则：硬件决定下限，软件决定上限。 英伟达十年无敌，全靠CUDA锁死开发者——换芯片？代码重写能废掉半个团队。 微软这次祭出的Triton，核心开发者正是英伟达的好基友——OpenAI。 老黄的噩梦成真了！2026年1月26日，微软数据中心（爱荷华）一声巨响，黄仁勋的后背瞬间凉透。 微软正式官宣：第二代自研AI芯片Maia 200上线！ 开发者实测，在Transformer注意力内核等场景，代码量比CUDA减少75-90%，性能媲美甚至局部超CUDA 5- ...

投资评级 推荐 维持 AI主导的上行景气周期，寻找结构性投资机会 —2026年电子行业年度策略报告 证券研究报告 2026年2月2日 分析师：彭琦 E-MAIL: pengqi@gyzq.com.cn 执业证书编号：S0020523120001 分析师：沈晓涵 E-MAIL: shenxiaohan@gyzq.com.cn 执业证书编号：S0020524010002 联系人：李聪 E-MAIL: licong@gyzq.com.cn 分析师：沈晓涵 1 PART 26年整体上行周期有望持续，AI基 建对需求带动力度尚未见效 2 行业整体式24年8-9月进入景气 A股科技公司处于景气上行周期中 底部复苏 进入景气 资料来源：Wind，iFind，国元证券研究所 3 A股消费电子和半导体板块整体表现 1、24年策略"AI赋能加速行业复苏和硬件创新升级" 25年策略"电子行业有望迎来新一轮大周期拐点" 26年策略"AI主导的上行周期，寻找结构性投资机会" 2、A股科技股走势，和行业周期形成密切互动，24年1月进入周期复苏，8月进入景气阶段 3、AI带动，半导体整体表现强于消费电子 行业周期性回暖带动存储+晶圆代工， ...

如果您希望可以时常见面，欢迎标星收藏哦~ 纵向扩展与横向扩展，以及Serdes挑战 纵向扩展是指在紧密耦合的系统（例如单个服务器或加速器域）中最大限度地提高性能。其目标 是在保持极低延迟和高度同步的同时，聚合更多的计算、内存和带宽。 从物理层面来看，可扩展网络架构的传输距离较短，通常位于服务器内部或单个机架内，距离往 往远小于十米。在这个领域，高速铜缆互连仍然占据主导地位，并由成熟的电串行器/解串器 (SerDes) 和协议（例如 NVLink）以及新兴的开放式替代方案提供支持。 随着流量向上层级传输，它会汇聚到与更广泛的数据中心网络连接的二层网络交换机。在这个层 级，光插拔设备占据主导地位，因为系统必须支持更远的传输距离、更高的端口数量以及可扩展 的带宽增长。 这两个领域面临的日益严峻的挑战是，尽管电信号串扰器（SerDes）仍在不断发展，但其系统层 面的限制却日益增多。在硅芯片上，SerDes 的容量持续从 112G 扩展到 224G PAM4 及更高。 然而，随着数据速率的提升，包括封装、基板、PCB 走线、连接器和电缆在内的电气通道逐渐成 为瓶颈。为了在远距离传输中保持信号完整性，需要越来越强大的均衡 ...