In this article2330-TWINTCNVDAC.C. Wei, CEO of TSMC, and Jensen Huang, CEO of Nvidia, interact on stage during TSMC’s annual sports day in Hsinchu, Taiwan, Nov. 8, 2025. Ann Wang | ReutersWhen Jensen Huang first met Morris Chang decades ago, he told the founder of Taiwan Semiconductor Manufacturing Company that one day Nvidia would be the chip foundry's biggest customer. That's a story Huang, Nvidia's CEO, was asked about on a recent podcast, and it's a promise that is on track to be realized this year. Nvi ...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang endorsed Anthropic's Claude AI platform during his first appearance at the World Economic Forum in Davos, Switzerland, calling the technology a breakthrough in coding and reasoning capabilities. Huang Says ‘We Use It All Over’ On Wednesday, during a conversation with BlackRock Inc. (NYSE:BLK) CEO Larry Fink, Huang said, "Claude is incredible. Anthropic made a huge leap in coding and reasoning." Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI ...

以下文章来源于一波说商业实验室 ，作者实验室研究员 一波说商业实验室 . 杨一波，北大金秋控股董事长|一波说商业实验室创始人，曾服务中国海运/中国电信/汇丰银行/张裕葡 萄酒/燕京啤酒等领军企业，以"升格商业洞见"开启企业家上帝视角，破局商业迷局。 导语：世界上不会再出现第二个像他这样的CEO了。 在全球半导体联盟（GSA）推出的Podcast节目《A Bit Personal》中，英伟达CEO黄仁勋罕见 正面回应公司接班议题。他坦言， 自己33年来与英伟达共同成长的经历难以被复制， 但公司管 理层早已形成由近60位"潜在CEO"组成的坚实团队。 黄仁勋视台积电创办人张忠谋为 "大器晚成"的典范，向往能像他一样工作至80多岁，将人生最 具创造力的阶段全心投入有意义的事业。访谈中，黄仁勋也坦露个人面向：公开演讲前总是焦虑 不已，而最让他"火冒三丈"的，则是在关键会议中遭遇敷衍与答非所问的回应。 在全球科技产业中，英伟达 CEO黄仁勋以其鲜明的皮衣造型、充满热情的主题演讲与前瞻的战 略眼光，成为标志性人物。然而，在近日接受《A Bit Personal》节目专访时，黄仁勋褪去外界 熟悉的公众形象，罕见地深入谈及英 ...

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) remains a focal point for Jim Cramer, who defends the stock despite a recent 10% decline since early November, citing its low valuation relative to its intellectual property [2]. Group 1: Analyst Sentiment - Analysts from RBC Capital and Wolfe Research have maintained Outperform ratings on NVIDIA, driven by confidence in the company's strong ecosystem, AI demand, and order backlog [2]. - Cramer emphasizes the need for market watchers to have more faith in CEO Jensen Huang, especially following Huang's discussion on AI's potential impact on human lifespan with Eli Lilly's CEO [2]. Group 2: Market Dynamics - Cramer notes that while NVIDIA has significant potential, some AI stocks may offer better returns with lower risk, suggesting a competitive landscape in the AI sector [3]. - The discussion around AI and compute resources highlights NVIDIA's role in accelerated computing, although the stock has faced challenges in gaining momentum [3].

导读： 在当下复杂的投资环境下，投资人一定要顺势而为，拥抱贝塔。 作者｜矛哥 来源 ｜常垒创投 2025，我是如何实现：硬科技，从入门到彻底放弃。 上面这句话不是我说的，但不止一个人跟我说过，无论是一级投资的朋友还是二级的朋友。 之前一个VC投资的朋友曾跟我说过，他们只投资两类商业模型的企业： 要么上来就巨额亏损，需要持续融资； 要么上来就赚钱，后续不太需要融资。 因为其余的业务模型都不支撑VC的投资框架，我觉得还蛮有道理。 当下的科创投资周期跟当年TMT时代的互联网投资越来越像。 都是巨额融资，巨额亏损； 都是商业模式看不懂，花钱补贴客户，短期算不过账； 大洋彼岸，都有成功对标企业；投资机构都要抱团站队，因为结局都看不清。 但也有不同之处。 在TMT时代，钱主要花在了流量获取和补贴C端用户上。 在科创时代，钱也投在了流量上，不过主要是为了博领导的眼球，而补贴主要用在B端大客户上。 在TMT投资时代，政府国资的钱不敢上。 在当下科创时代，市场信仰派的钱却不敢上了。 投资的信仰和价值观本没有对错，只是在不同周期，各种价值观获得的收益反馈却截然不同。 在往期的文章里我们曾提出，2023年会出现一个投资的分水岭，本 ...

Company Overview - Nvidia is recognized as the world's most important artificial intelligence company, evolving from a pioneer in PC graphics for video games to a key player in the AI revolution with its advanced GPUs [1] - The company has established itself as essential for training AI and large language models, significantly ahead of its competitors [1] AI Infrastructure Buildout - CEO Jensen Huang dismissed bubble fears regarding AI investments, highlighting rising spot prices for GPUs and the challenges in renting them [2] - Major tech companies like Amazon, Alphabet, and Microsoft have already invested hundreds of billions in AI, with predictions of trillions more in the pipeline to support advanced AI models [2] Financial Estimates - Zacks Consensus Analyst Estimates indicate that Nvidia's revenue and EPS are expected to increase by over 50% in 2026 and continue into 2027 [3] - Current revenue estimates for Q1 2026 are projected at $65.59 billion, with a year-over-year growth estimate of 66.78% [4] - EPS estimates for Q1 2026 are at $1.52, reflecting a year-over-year growth of 70.79% [4] Valuation Metrics - Nvidia's stock valuation has become more attractive, with its price-to-sales ratio decreasing from 200x in 2023 to approximately 24x [5][6] - The company is experiencing explosive earnings growth while maintaining a reasonable valuation, making it appealing to a broader range of investors [5] Expansion into New Verticals - The AI revolution is expected to expand beyond chatbots into physical AI and robotics, presenting significant opportunities [7] - Nvidia's advancements in AI are anticipated to disrupt legacy software businesses as complex AI models integrate into various applications [7] Strategic Developments - Nvidia has secured approval to sell its H20 AI chips in China, marking a significant growth opportunity despite a revenue-sharing condition with the U.S. government [8] - The deal positions Nvidia to tap into the growing AI market in China, driven by major tech companies and government initiatives [8] Conclusion - Nvidia's transition from gaming to a foundational role in the global AI revolution positions it well for future growth, with increasing demand and expanding AI applications [9]

Core Viewpoint - Nvidia plans to enter the Windows consumer laptop market by launching Arm architecture-based System on Chips (SoCs), aiming to disrupt the long-standing x86 architecture monopoly and reshape the PC processor competitive landscape [1][2]. Group 1: Nvidia's SoC Launch - Nvidia is set to introduce two SoC models, N1 and N1X, which will integrate CPU and GPU into a single design, moving away from the traditional "x86 CPU + discrete GPU" configuration [1]. - This strategic shift is seen as an attempt to replicate Apple's success with custom Arm chips in the Mac ecosystem, potentially challenging Intel and AMD's dominance in the Windows laptop market [1][5]. Group 2: Early Adoption by Lenovo - Lenovo is leading the early adoption of Nvidia's Arm chips, having developed six laptop models based on the N1 and N1X processors, including various configurations such as the IdeaPad Slim 5 and Yoga Pro 7 [3]. - Notably, Lenovo's "Legion 7 15N1X11" gaming laptop indicates Nvidia's ambition to penetrate the high-performance consumer market, not just the lightweight segment [3]. Group 3: Dell's Participation - Dell is also preparing to launch laptops featuring the Nvidia N1X chip, with the Alienware gaming laptop and XPS high-end models expected to debut as early as 2026 [4]. - The collaboration between Nvidia and these manufacturers suggests that at least eight Nvidia-powered laptops are currently in development [4]. Group 4: Performance Insights - Although complete specifications for the N1 and N1X have not been officially released, leaked Geekbench data suggests that the N1X may feature up to 20 CPU cores and GPU capabilities comparable to the desktop-level RTX 5070 [4]. - The architecture is believed to be similar to Nvidia's GB10 Superchip used in the DGX Spark mini AI computer, indicating a strong performance potential [4]. Group 5: Industry Implications - Nvidia's entry into the PC chip market is anticipated to diversify CPU options for Windows laptops, marking the potential end of the era dominated by Intel and AMD x86 processors [2][5]. - The move aligns with trends where Apple leads with custom Arm chips, Qualcomm advances in Windows on Arm, and AMD explores Arm processor options, indicating a shift towards a multi-architecture future in the PC industry [2][5].

Core Insights - The artificial intelligence company Synthesia has successfully raised $200 million in funding to enhance its software offerings for businesses [1] Company Summary - Synthesia focuses on developing software that enables businesses to create interactive training videos for employee education [1]

美股大型科技股盘前涨跌互现，Meta涨0.4%，微软涨0.2%，苹果涨0.1%，谷歌A持平，亚马逊跌 0.2%，英伟达跌0.3%，特斯拉跌0.6%。 ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近 日 ， " 2 0 2 6 年 全 球 品 牌 价 值 5 0 0 强 " 榜 单 (Gl o b a l 5 0 0 2 0 2 6 ) 由 英 国 品 牌 评 估 机 构 " 品 牌 金 融"（Br a n d Fi n a n c e） 在 瑞士达沃斯世界经济论坛 上发布，苹果、微软、谷歌、亚马逊位居 前四，英伟达升至第五名。 每年 ， Br a n d Fi n a n c e会对全球规模前5 0 0 0的品牌进行估值 ， 并发布1 0 0多份报告 ， 对 各 行业和各国家 、 地区的品牌进行排名 。 品牌价值被理解为品牌所有者通过在公开市场上许可 该品牌所获得的净经济收益 。 值得一提的是，继2 0 2 3年上榜（No . 4 6 9）之后，时隔两年， 赛默飞在今年重新以排名4 5 4的 成绩回到榜单之上，同时也成为榜上唯一以科学仪器为主营业务的品牌 。 此外， 美的、海尔、 罗氏、日立、 西门子、通用电气（GE）、飞利浦、雅培 这些涉及仪器 业务的知名品牌也在5 0 0强榜单 ...