Broadcom Inc (NASDAQ:AVGO) may have delivered strong AI revenue growth that grabbed headlines, but a deeper look at how that growth is structured highlights a risk that's less of a concern for Nvidia Corp (NASDAQ:NVDA) — concentration of demand and future margin pressures tied to its custom silicon business.Track AVGO stock here.Broadcom’s AI Revenue Growing Fast But With Margin PressureBroadcom's AI-related revenue has been expanding rapidly. In its third-quarter earnings, the company reported roughly $6.5 ...

Core Insights - Ecolomondo Corporation has reported increased production of recovered carbon black (rCB) and tire-derived oil (TDO) at its Hawkesbury TDP facility during October and November 2025, indicating a positive trend in operational performance [1][2] Production and Sales Performance - The company processed a total of 53 batches at full payload of 15,000 lbs during October and November 2025, compared to 79 batches in the previous three quarters of 2025 [2] - Sales of rCB amounted to $184,291 for October and November 2025, a significant increase from zero sales during the same period in 2024 [3] - A major off-take customer purchased 15 truckloads of rCB, totaling 345 metric tons, with expectations for further orders in the new year [3] - Sales of TDO reached $180,221 for the same months, up from $22,160 in 2024, with 9 tanker loads shipped, representing 198 metric tons [4] Operational Developments - The company continues to operate at a loss due to the ramp-up phase of the Hawkesbury TDP facility [5] - All end-products produced are ISCC Plus certified and recognized as sustainable materials, with rCB serving as a replacement for virgin carbon black in various applications [6] - Upcoming upgrades in the tire shredding department are expected to enhance efficiency and increase output [7] Strategic Outlook - Ecolomondo aims for full ramp-up of operations by July 2026, with new team additions strengthening management and operations [13] - The company is focused on expanding its market presence and increasing production capacity to meet growing demand for rCB and other recovered resources [13][14] - Ecolomondo's mission is to contribute to the circular economy by producing large quantities of recovered resources for reuse in new products [15]

英伟达股价涨1.7%升至盘前高点。英伟达推出NEMOTRON 3系列开源模型。 本文源自：金融界AI电报 ...

在中国人工智能实验室开源产品遍地开花的背景下，英伟达于周一发布了全新系列开源人工智能模型。 该公司称，新款模型相较前代产品，运算速度更快、成本更低、智能程度更高。 英伟达素以供应芯片闻名，OpenAI 等企业正是借助其芯片训练闭源模型并开展商业化收费服务。与此 同时，英伟达也推出了一系列自研开源模型，覆盖物理仿真、自动驾驶等多个领域，可供科研人员及其 他企业使用。帕兰提尔技术等公司已将英伟达的模型整合至自身产品中。 在中国人工智能实验室开源产品遍地开花的背景下，英伟达于周一发布了全新系列开源人工智能模型。 该公司称，新款模型相较前代产品，运算速度更快、成本更低、智能程度更高。 英伟达素以供应芯片闻名，OpenAI 等企业正是借助其芯片训练闭源模型并开展商业化收费服务。与此 同时，英伟达也推出了一系列自研开源模型，覆盖物理仿真、自动驾驶等多个领域，可供科研人员及其 他企业使用。帕兰提尔技术等公司已将英伟达的模型整合至自身产品中。 英伟达于本周一正式推出第三代 "Nemotron" 大语言模型，该系列模型主打文本生成、代码编写等任 务。其中，最小型号Nemotron 3 Nano已于当日发布，另外两款更大规模的型 ...

| 公司名称 | 国家 | 细分领域 | 公司名称 | 国家 | 细分领域 | 公司名称 | 国家 | 细分领域 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 百度 | 中国 | 综合 | 科大讯飞 | 中国 | 智能翻译 | 英伟达 | 美国 | 半导体 | | 阿里巴巴 | 中国 | 综合 | 德赛西威 | 中国 | 电子制造 | Cadence | 美国 | 软件 | | Melexis | 比利时 | 半导体 | 地平线机器 人 | 中国 | 汽车智能解 决方案 | Synopsys | 美国 | 工 软件 | | 意法半导体 | 欧洲 | 未合体 | ARM | 英国 | 软件 | 德州仪器 | 美国 | 未合体 | | 三星电子 | 韩国 | 半导体 | AMD | 美国 | 半导体 | 索尼 | 日本 | 综合 | | 三星电机 | 韩国 | 电子制造 | 安森美 (onsemi) | 美国 | 半导体 | 安霸 (Ambarell a) | 美国 | 半导体 | | ROHN Semiconduc tor | 日本 | ...

Core Insights - Nvidia has introduced a new family of open-source artificial intelligence models that are claimed to be faster, cheaper, and smarter than previous versions [1] Group 1 - The new AI models are positioned to compete with open-source offerings from Chinese companies, indicating a strategic move in the competitive landscape of AI technology [1]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 英伟达发布Nemotron 3开源模型系列。 ...

英伟达推出NEMOTRON 3系列开源模型。#行情 英伟达盘前涨1.5%。 ...

NVIDIA Nemotron 3 The NVIDIA Nemotron 3 family of open models — in Nano, Super and Ultra sizes — introduces the most efficient family of open models with leading accuracy for building agentic AI applications. News Summary: The Nemotron 3 family of open models — in Nano, Super and Ultra sizes — introduces the most efficient family of open models with leading accuracy for building agentic AI applications.Nemotron 3 Nano delivers 4x higher throughput than Nemotron 2 Nano and delivers the most tokens per s ...

RT Ferre (@FerreWeb3)Value of $10,000 invested a decade ago:Meta: $60,100Amazon: $67,846Alphabet: $83,185Microsoft: $90,421Apple: $95,240Tesla: $278,575Nvidia: $2,311,026Bitcoin: $4,955,000 ...