Core Viewpoint - Nvidia's shares have been trading sideways for the past six months, but significant developments are occurring behind the scenes [1] Group 1 - Nvidia is recognized as a leading company in the GPU market, indicating its strong position in the industry [1] - The sideways trading pattern suggests a period of consolidation, which may precede future price movements [1] - Despite the lack of price action, there are underlying factors that could influence Nvidia's performance moving forward [1]

格隆汇1月26日｜英伟达推出开源软件和模型，旨在帮助政府和企业更便捷地利用人工智能与复杂数据 构建自有天气预报系统。英伟达在声明中表示，其新版Earth-2平台包含两款基于AI的气象模型，可生 成更精准的两周天气预报和实时天气预报（提前六小时对风暴等恶劣天气影响区域的超短期预测）。 Earth-2平台还搭载了新型数据同化模型。公司称该模型能快速计算地球温度、风速和气压的关键快照， 为定制化预报提供基础。由于气象与气候模型对算力要求极高，英伟达对这一领域具有长期兴趣。公司 表示，Earth-2技术可与各国气象机构及谷歌DeepMind发布的模型相媲美。 ...

Nvidia said on Monday it has invested $2 billion in CoreWeave to hasten the data center company’s efforts to add more than 5 gigawatts of AI computing capacity by 2030.The chipmaker, already an investor in CoreWeave, said it had bought the company’s Class A shares at $87.20 per share. As part of the deal, CoreWeave and Nvidia plan to together build “AI factories” (data centers) that would use the chipmaker’s products. CoreWeave will also integrate Nvidia’s products across its platform, including the new R ...

There's your setup as we get up and running for as I mentioned what is going to be a very consequential week here with respect to the macro and the micro and the mag 7. So let's get to Kevin Green who joins me now. Very good morning to you Kevin.Happy Monday. Just talk us through some of your takeaways in this first half hour of trading. >> Yeah we are seeing market breath actually expanding here.A lot of participation in this market especially when you're looking at the positive uh flows on the volume fron ...

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(Bloomberg) — A year ago, the Chinese startup DeepSeek freaked out the stock market with the idea that developing artificial intelligence was much easier and cheaper than everyone imagined. But 12 months later, that’s turned out to be largely a mirage so far. DeepSeek erased a record $589 billion from Nvidia Corp. (NVDA)’s market value in one day after the company revealed an AI model thought to be comparable to those of OpenAI and Meta Platforms Inc. and developed at a fraction of the cost. Nvidia’s doub ...

2025年，天数天枢架构超越Hopper； 2026年，天数天璇架构对标Blackwell； 2026年，天数天玑架构超越Blackwell； 2027年，天数天权架构超越Rubin； 2027年之后，将转向突破性计算芯片架构设计。 未来3年，天数智芯将基于此次发布的四代架构，陆续发布多款产品，持续提升计算性能。 单天逸还介绍了公司四代架构的关键细节： 天数天枢架构，支持从高精度科学计算到AI精度计算，AI芯片在执行注意力机制相关计算时，算力的实际有效利用效率达到90%以上； 天数天璇架构，新增ixFP4精度支持； 天数天玑架构，实现全场景AI与加速计算覆盖； 天数天权架构，融入更多精度支持与创新设计。 据介绍，基于相关核心技术创新，目前天数智芯已实现在DeepSeek V3场景平均比Hopper架构高约20%性能。 天数智芯董事会主席盖鲁江同时兼任公司CEO，其于2020年7月加入公司，并于2025年5月调任执行董事，主要负责公司的日常管理及整体策略规划。在此 之前，盖鲁江拥有约17年财务及投资经验。 2026年1月8日，天数智芯在港股上市。1月26日，天数智芯股价以188.2港元/股收盘，大跌7.65%， ...

【导读】天数智芯发布四代架构路线图 中国基金报记者 卢鸰 在港股上市不久的国产GPU公司天数智芯，发布了一份标注日期的、超越英伟达相关产品的 路线图。 2026年，天数天璇架构对标Blackwell； 2026年，天数天玑架构超越Blackwell； 2027年，天数天权架构超越Rubin； 2027年之后，将转向突破性计算芯片架构设计。 未来3年，天数智芯将基于此次发布的四代架构，陆续发布多款产品，持续提升计算性能。 在1月26日召开的天数智芯"智启芯程"合作伙伴大会上，天数智芯AI与加速计算技术负责人单 天逸公布了超越英伟达相关产品的四代架构路线图： 2025年，天数天枢架构超越Hopper； 天数智芯董事会主席盖鲁江同时兼任公司CEO，其于2020年7月加入公司，并于2025年5月 调任执行董事，主要负责公司的日常管理及整体策略规划。在此之前，盖鲁江拥有约17年财 务及投资经验。 2026年1月8日，天数智芯在港股上市。1月26日，天数智芯股价以188.2港元/股收盘，大跌 7.65%，最新市值为478亿港元。 编辑：江右 校对：王玥 制作： 鹿米 审核：陈墨 注：本文封面图由AI生成 单天逸还介绍了公 ...

If you invested in all of the Magnificent 7 tech stocks in 2025, congratulations — your return for the year was well above the S&P 500. But if you invested in only five of them, your return might have lagged the broader stock markets. Only two Magnificent 7 stocks — Alphabet (GOOGL) and Nvidia (NVDA) — outperformed the S&P 500 in 2025, Bloomberg reported. The five that fell short of the mark were Amazon (AMZN), Apple (AAPL), Meta Platforms (META), Microsoft (MSFT) and Tesla (TSLA). It was the first time ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].