Group 1 - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

目前，从当下的AI发展趋势来看，最终的形态还未确定。但是算力、电力这些底层架构都已经成为明牌，未来的需求只会越来越大。 AI已成全球最大风口。 全球头部科技公司不断增加资本开支已表明，这场关于AI的竞争没有上限，直至分出胜负。 从当下全球各大投资机构的动向来看，之前押注OpenAI、英伟达、Meta的投资机构，也开始将筹码向谷歌押注，以求在未来的AI全面竞争中，不被挤下"牌 桌"。 未来已来，逐渐开始流行。 且随着AI算力的几何倍的提升，AI Agent进化速度也会越来越快，这是一场赢家通吃的游戏，以往互联网细分赛道的玩法也将全面失效。 值得注意的是，随着AI的迭代速度加快，AI的全面竞争已经拉开序幕，在这场史诗级的科技浪潮之下，全球主流机构与科技公司都已无法独善其身，其中 就包括以稳健投资为主的伯克希尔·哈撒韦。 "AI"，无法忽视 随着AI迭代速度加快，资本给予相关公司的估值也呈现出了爆发的趋势。 以最近上市的智谱以及MiniMax为例，这两家大模型公司，上市至今均获得了五倍以上的涨幅。对于尚未产生盈利且营收还处于较低水平的公司，在香港这 样成熟的市场能给出2000亿港元以上的估值，实属罕见。 当然，市场 ...

2026年央视马年春晚，既是全民文化盛宴，更是全球芯片产业的"实战大阅兵"。从舞台机器人到幕后转播，从主分会场联动到终端呈现，每一处科技亮点 都离不开芯片支撑，集中展示了国内外顶尖芯片企业实力，彰显中国芯片从"可用"到"好用"的突破。 舞台C位：四家人形机器人的"芯脏对决"（8家芯片企业护航） 魔法原子、银河通用、宇树科技、松延动力四台机器人集体亮相春晚，其流畅动作与精准交互均由底层芯片调控，8家芯片企业构成这些"科技演员"的核 心支撑。 （一）魔法原子MagicBot Z1：国产化芯片的纯血展示 该机器人亮相歌曲《智造未来》，核心芯片实现100%国产化。 全志科技 ：提供主控SoC芯片，承担机器人整体调度、运动规划与指令分发，保障舞蹈动作精准同步。 芯联集成 ：与魔法原子联合研发高集成电驱控芯片，并代工传感器模组与伺服驱动芯片，直接决定机器人关节响应速度与动作流畅度。 （二）银河通用Galbot G1：高算力芯片支撑AI交互 英伟达（NVIDIA） ：搭载AGX Orin 64GB版本芯片，算力达275 TOPS，支撑大模型驱动的复杂交互，适配其算法高算力需求。 （三）宇树科技Unitree H1：多芯片适 ...

Welcome back to Market on Close. I'm Sam Bartis on the floor of the New York Stock Exchange. And joining me here on the trading floor is Dory Wy, the CEO of Commerce Street Holdings.Dory, thanks so much for your time and joining us here and coming up to the cold weather. Um, I'm just wondering, you know, what you're thinking about with respect to these markets because we just continue to see this sort of internal tension and this churn under the surface while we're only just a couple of percentage points st ...

Key TakeawaysNvidia (NVDA) is nearing a $30 billion investment in OpenAI, a significant downscale from a previously discussed $100 billion commitment that remained unfinished.Global oil prices surged to their highest levels since August, with Brent crude nearing $72 per barrel as military tensions between the U.S. and Iran intensified near the Strait of Hormuz.HSBC Holdings PLC (HSBC) eliminated 10% of its U.S. debt capital markets staff as part of a broader $1.8 billion cost-saving initiative led by CEO Ge ...

Nvidia is stepping up efforts to court India’s artificial intelligence startups earlier in their lifecycle, unveiling a string of partnerships this week aimed at reaching founders even before their companies are formally established. The push is intended to help the AI chipmaker cultivate relationships with future customers in one of the world’s fastest-growing developer markets.The latest move comes through a partnership with early-stage venture firm Activate, which plans to back about 25 to 30 AI startups ...

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 ...

US stock futures 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. Contracts on the S&P 500 (ES=F) moved down roughly 0.3%, while Dow Jones Industrial Average futures (YM=F) fell 0.2%, coming off the end of a three-day winning streak on Thursday. Nasdaq ...

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 ...