Micron Technology TodayMUMicron Technology$157.02 +6.45 (+4.28%) 52-Week Range$61.54▼$157.39Dividend Yield0.29%P/E Ratio28.22Price Target$151.76Add to WatchlistThe race for artificial intelligence, and the semiconductors that drive its development, is still ongoing for the U.S. technology sector. This time, however, it is one of the more or less forgotten tech names that has recently earned the attention of the markets: Micron Technology Inc. NASDAQ: MU. Considering that it has fallen behind leaders like N ...

The S&P 500 Index ($SPX) (SPY) today is down -0.25%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.13%.  June E-mini S&P futures (ESM25) are down -0.26%, and June E-mini Nasdaq futures (NQM25) are down -0.10%. Stock indexes today gave up an early advance and turned lower as an increase in bond yields undercut support for equities.  The 10-year T-note yield today is up +5 bp at 4.49%.  Stocks today initially moved higher, with the S&P 500 and ...

前言 最近，美国那位"金发老头"川普又拉着一帮科技巨头开会，讨论美国AI发展路径。这次会谈释放出一个非常明确的信号：未来的AI，将 沿着"电力—算力—落地"这条路线加速前进。 这背后，既有能源布局的重大机会，也有对英伟达未来地位的挑战。 电力是AI的"粮食" 为什么？因为算力要用电力。AI时代的算力中心、数据中心，本质上就是巨大的耗电机器。 中国在这一点上其实是有优势的，我们水电、火电、风光电的布局已经很成熟，超高压输电技术全球领先，可以把西部的电送到东部沿海负荷中心。 我个人也会持续关注这个赛道，尤其是美国那几家做小型核反应堆的公司。电力是AI的第一道门槛，没有足够便宜稳定的电，就没有足够便宜的算 力。 算力 从训练到推理的转折 聊完电力，再说算力本身。很多朋友以为AI算力的需求，主要来自模型训练。其实不是。 算力需求分两块：训练（Train）和推理（Inference）。 训练：让AI变聪明，比如训练一个GPT-5、一个世界模型。这一步需要大量、灵活、可编程的GPU，英伟达就是靠这吃饭的。 推理：用AI干活，比如调用GPT回答问题、让机器人执行指令、让自动驾驶跑一段路。推理的计算模式相对固定，不像训练那么 ...

据报道，英伟达收缩云计算业务。一位直接了解情况的人士表示，英伟达已经减少了吸引企业使用这款名为DGX Cloud的云服务的努力。该业务曾 使其与亚马逊网络服务(Amazon Web Services)处于半竞争状态。 ...

Core Viewpoint - Alibaba and Baidu have begun using self-designed chips to train their AI models, partially replacing Nvidia chips, marking a significant shift in China's tech and AI sector [1][4]. Group 1: Adoption of Self-Designed Chips - Alibaba has applied its self-developed chips for lightweight AI model training since the beginning of this year [3]. - Baidu is experimenting with its Kunlun P800 chip to train the new version of its Wenxin large model [3]. - Employees who have used Alibaba's chips claim that they are now comparable to Nvidia's H20 [3]. Group 2: Impact of Export Restrictions - The tightening of U.S. export restrictions on advanced AI chips to China has prompted Chinese companies to increase their self-research and development efforts in AI chips [4]. - Domestic initiatives are also encouraging companies to adopt self-developed technologies, contributing to this transition [4]. Group 3: Continued Use of Nvidia Chips - Both Alibaba and Baidu have not completely abandoned Nvidia chips, as they still use them to develop their most advanced AI models [4]. - Nvidia acknowledges the competition and expresses its commitment to earning the trust and support of mainstream developers globally [4].

Much of Wall Street may still be underestimating the potential of ASICs. Broadcom has outperformed Nvidia this year, but will the tides turn back? ...

TRENDING: America's Most Trusted Financial Companies Nvidia (NVDA) has been one of the top stock market winners of recent years, with many investors already owning it or desperate to get into it. And now the artificial intelligence leader is offering up an entry amid a continuing boom in the AI space. Nvidia stock has long been a favorite of tech-focused investors, due to its excellence as… IBD Videos Get market updates, educational videos, webinars, and stock analysis. Get Started 3:54 AM ETIonQ, the most ...

前言 ①AI芯片驱动先进逻辑半导体设备订单增长强劲，上半年两大龙头订单同比增长40%，这个技术可以实现 更高密度的互连，被视为下一代封装技术核心；②英伟达推出Rubin CPX降低了Token生成成本，有望极 大地刺激AI应用总需求，这个产品将随着AI工作负载的整体增长而持续强劲增长；③AI终端崛起或打破传 统"计算"与"存储"分离架构，"存算一体"或"近存计算"有望走向台前，带动相应设备/材料需求。 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品，结合财联社的媒体资源和行业圈层 优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。 ...

早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 超微电脑(SMCI.US)盘前涨近6%，报46.52美元。消息面上，公司表示已开始批量交付英伟达 (NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300 NVL72机架。 ...

超微电脑(SMCI.US)盘初涨近7%，报47美元。消息面上，公司表示已开始批量交付英伟达(NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及GB300 NVL72机架。 早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在加速在欧洲市场的人工智能工厂部署。 ...