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加倍押注开源技术 英伟达收购AI软件公司SchedMD
Feng Huang Wang· 2025-12-15 22:52
SchedMD提供的软件可帮助调度大型计算任务,这类任务往往会占用数据中心服务器容量的很大一部 分。该公司的Slurm开源技术允许开发者和企业免费使用,通过提供工程与维护支持服务盈利。 英伟达 凤凰网科技讯北京时间12月16日,据路透社报道,英伟达周一表示,已收购AI软件公司SchedMD。随 着竞争的加剧,英伟达正加倍押注开源技术,并加大对AI生态系统的投资以应对挑战。 虽然英伟达以开发高速芯片著称,但它也提供一系列自有AI模型,从物理模拟到自动驾驶汽车,并将 其作为开源软件供研究人员和公司使用。英伟达专有CUDA软件是大多数开发者采用的行业标准,也是 英伟达芯片的一大卖点,使得软件成为其维持在AI行业主导地位的关键。 这笔交易的财务条款未予披露。英伟达表示,将继续以开源方式分发SchedMD的软件。 在宣布这个收购消息并发布新开源(300109)AI模型后,英伟达股价上涨1.35%。(作者/箫雨) ...
Indexes Slide As Jobs Report Looms; Nvidia Rises On China Chip News
Investors· 2025-12-15 22:31
Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or perfo ...
17 Reasons To Short Nvidia To $75 (NASDAQ:NVDA)
Seeking Alpha· 2025-12-15 22:22
I have written 4 articles in recent months questioning if the current AI Capex surge is sustainable. The first one, which lays out my case, is here. Notice I didn’t say AI itself is unsustainable; I expect itTipranks.com shows stock returns from my articles have averaged over 29% over a one year period. I was the Credit Manager for a mid-sized publicly traded bank and retired early in 2013 due to success in the stock market. Despite never working in the industry, I took and passed the CFA Level 1 exam. I am ...
12月16日美股成交额前20:韦德布什预测明年特斯拉市值将达3万亿美元
Xin Lang Cai Jing· 2025-12-15 22:18
周一美股成交额第1名特斯拉收涨3.56%,股价创近一年新高,成交541.09亿美元。据该公司管理层透露 及当地目击者称,特斯拉公司正在奥斯汀试点无安全员随车的Robotaxi服务,此前的测试阶段曾配备车 内监控人员。 此后特斯拉CEO马斯克亦确认奥斯汀无人驾驶Robotaxi测试正在进行。 券商韦德布什在最新报告中乐观预计:特斯拉市值在2026年底将达3万亿美元,FSD渗透率或达50%以 上。分析师Dan Ives表示:"我们认为特斯拉正朝着'人工智能革命'的方向大步迈进,2026年自动驾驶与 机器人技术将成为核心发力点,这一转型将'改写行业规则,定义特斯拉的未来'。我们维持对特斯拉 的'跑赢大盘'评级,目标股价仍为600美元。" 第2名英伟达收高0.73%,成交289.36亿美元。英伟达宣布正式发布新一代旗舰开源模型系列Nemotron 3。该系列相较前代产品,在运算速度、成本效益与智能水平上均有提升,其最大特点是采用了创新的 混合Mamba-Transformer专家模型架构。 第3名博通收跌5.59%,成交225.25亿美元。至此该股已经连续三个交易日下跌,三日累计下跌17.7%。 中金公司维持博通跑赢 ...
Stock Market Today, Dec. 15: Nvidia Gains on Reports of Strong H200 Demand From China
The Motley Fool· 2025-12-15 22:10
Today, Dec. 15, 2025, investors weigh fresh AI model launches, new software deals, and evolving export rules shaping Nvidia’s outlook.NASDAQ : NVDANvidiaToday's Change( 0.70 %) $ 1.22Current Price$ 176.24Key Data PointsMarket Cap$4.3TDay's Range$ 175.03 - $ 178.4152wk Range$ 86.62 - $ 212.19Volume5.1MAvg Vol191MGross Margin70.05 %Dividend Yield0.02 %Nvidia (NVDA +0.70%), a leading GPUs and AI solutions developer, closed Monday’s session at $176.29, up 0.73%. Trading volume reached 163 million shares, nearly ...
X @TechCrunch
TechCrunch· 2025-12-15 22:03
Nvidia bulks up open source offerings with an acquisition and new open AI models https://t.co/EUQzRTRIGF ...
Nvidia bulks up open source offerings with an acquisition and new open AI models
TechCrunch· 2025-12-15 22:00
Nvidia continues to expand its footprint in open source AI on two fronts: an acquisition and a new model release.The semiconductor giant announced Monday it acquired SchedMD, the leading developer of popular open source workload management system Slurm. Nvidia said the company will continue to operate the program, which is designed for high-performance computing and AI, as an open source, vendor-neutral software. Slurm was originally launched in 2002 and SchedMD was founded in 2010 by the lead Slurm develo ...
Wall Street's lone Nvidia bear is doubling down on his call, with high conviction
MarketWatch· 2025-12-15 21:25
Seaport Research's negative view of Nvidia's stock hasn't panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026. ...
Exclusive: Nasdaq seeks to extend trading hours, as Wall Street gears up for 24/7 move
Reuters· 2025-12-15 21:19
Nasdaq , one of the world's largest exchanges that is home to tech companies Nvidia, Apple and Amazon, is planning to submit paperwork with the U.S. Securities and Exchange Commission on Monday to roll out round-the-clock trading of stocks, as it looks to capitalize on a global demand for U.S. equities. ...
Nvidia Reportedly Seeing High Demand From China For H200 AI Chips
Investors· 2025-12-15 21:17
Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or perfo ...