PresentationGood morning, everyone. As we quiet the backroom, I have a very important job. As a reminder, the content of this presentation may contain forward-looking statements, and investors are advised to read our reports filed with the SEC for information related to risks and uncertainties facing our business. And with that, I will turn it over to Jensen and Colette.Colette KressExecutive VP & CFO All right. Good morning, everybody. I hope you enjoyed the presentation yesterday. It went a little bit lon ...

Valued at $13 billion by market cap, STM stock has bounced back strongly in the last year. The shares delivered a roughly 31% total return over the past 12 months and are up about 30% year-to-date (YTD). This outpaced many chip peers, helped by recovering auto/industrial demand and the recent AI buzz.STMicroelectronics isn’t just betting on physical AI; it’s building across multiple fronts. Recently. It launched a new ultra-wideband chip, pushing deeper into smart sensing for cars and devices. It’s also sca ...

在全球人工智能竞赛白热化之际，芯片巨头英伟达再次成为科技博弈的话题中心。当地时间16日，为期4天的英伟达公司年度GTC大会在美国加州圣何塞启 幕。这场行业盛会吸引了数万名科技人士到场，更引发媒体对算力博弈的深度审视：在性价比竞品环伺、巨头"去英伟达化"加速的背景下，其高达5万亿美 元的估值又能否在激烈的"推理"浪潮中得到持续支撑？市场正在观望英伟达和挑战者下一步的对决。 在独立国际策略研究员陈佳看来，"GTC 2026"的主要目的还是英伟达"秀肌肉"。根据黄仁勋的说法，英伟达有三大技术平台：狭义CUDA-X（英伟达CUDA 专家打造，是一系列封装为云API的开发者工具、GPU加速库和技术）、广义生态系统、广义AI工厂系统。 芯片收入将翻倍 "养龙虾"风，也吹到了英伟达CEO黄仁勋眼前。这个全球最大算力供给商的掌舵者，是如何看待"养龙虾"的？GTC现场，黄仁勋用了很长时间来介绍什么是 OpenClaw，并称赞其开启了AI的下一个前沿领域。"OpenClaw是人类历史上最受欢迎的开源项目，而且只用了几个星期就做到了，超过了Linux（操作系 统）在30年里所做到的。" 之所以类比Linux，是因为在黄仁勋看来，O ...

Nvidia Stock Catalyst: China AI Opportunity | Investor's Business Daily BREAKING: PPI Inflation Hot With Fed Decision Due After three months of uncertainty, Nvidia (NVDA) finally is ramping up production of artificial intelligence processors for customers in China. Nvidia stock rose on Wednesday. At Nvidia's GTC conference on Tuesday, Chief Executive Jensen Huang said the company has received purchase orders for H200 processors from China and is resuming production plans. X Nvidia Q4 Earnings: What Investor ...

Core Insights - Nvidia's GTC 2026 conference highlighted significant advancements in AI infrastructure, including the launch of the Vera Rubin platform and the integration of Groq LPU chips, marking a pivotal moment in AI inference capabilities [2][3]. Group 1: Product Launches and Innovations - The Vera Rubin platform has commenced full production, with expected comprehensive orders reaching $1 trillion by 2027, indicating a major market opportunity [3]. - The Groq 3 LPU chip, acquired through a $20 billion deal, is positioned as a reasoning accelerator within the Vera Rubin platform, enhancing AI inference performance [2][4]. - Nvidia introduced the Vera CPU, tailored for AI workloads, marking its entry into the CPU direct sales market, which is anticipated to become a multi-billion dollar business [8][9]. Group 2: Market Position and Strategy - Nvidia is transitioning from a "GPU supplier" to a "full-stack AI infrastructure provider," with system-level optimization becoming a core competitive barrier [3][15]. - The global AI inference market is projected to reach $650 billion by 2028, with Nvidia establishing a standard through the collaboration of Groq LPU and Vera Rubin [3][15]. - The integration of Groq LPU with the Rubin platform allows existing Nvidia customers to enhance inference performance without modifying their current CUDA software ecosystem [6]. Group 3: Competitive Landscape - Nvidia's acquisition of Groq technology is a strategic response to competitors like Cerebras and SambaNova, which dominate the low-latency inference market [6]. - The introduction of Groq 3 LPU may impact the role of the Rubin CPX GPU, as both are designed to enhance inference performance [7]. - Nvidia's comprehensive approach, combining hardware, software, and ecosystem strategies, solidifies its industry dominance, making it challenging for competitors to disrupt its position [15]. Group 4: Future Directions and Trends - The Vera Rubin platform's architecture includes advanced features such as the Kyber rack design and the Space-1 module for space computing, indicating Nvidia's ambition to expand into new markets [10][12]. - The development of the AFD (Attention-FFN Disaggregation) model further optimizes resource utilization and inference service efficiency, showcasing Nvidia's commitment to innovation in AI technology [11]. - Nvidia's focus on open-source projects like OpenClaw and the introduction of NemoClaw as an operating system for intelligent agents reflect a shift towards a more integrated AI ecosystem [12][14].

Lumentum Soars 12% — and NVIDIA's AI Boom Is a Big Reason Why - 24/7 Wall St. S&P 5006,705.40 -0.37% Dow Jones46,740.00 -0.61% Nasdaq 10024,752.60 -0.33% Russell 20002,501.97 -0.74% FTSE 10010,328.80 -0.43% Nikkei 22554,403.00 -0.30% Stock Market Live March 18, 2026: S&P 500 (SPY) Flat on Hot Inflation Reading Investing Lumentum Soars 12% — and NVIDIA's AI Boom Is a Big Reason Why By David MoadelPublished Mar 18, 10:11AM EDT Quick Read Are you ahead, or behind on retirement? SmartAsset's free toolcan match ...

Quick Read Lumentum (LITE) rocketed 12% to $729 after the company secured a $2B strategic partnership with NVIDIA focused on laser and optical components for AI data centers, plus confirmation of S&P 500 inclusion effective March 23. The company reported Q2 revenue of $665.5M (up 65.46% YoY), Q3 guidance of $780M-$830M, and a backlog exceeding $400M in optical circuit switches with operations sold out through end of 2027. Lumentum is capturing investor attention by positioning itself as mission-criti ...

U.S. equity markets opened higher on Wednesday, March 18th, 2026, as investors navigated a complex landscape of hot economic data, ongoing geopolitical conflict, and the highly anticipated interest rate decision from the Federal Reserve. Despite a surge in producer price inflation and the lingering uncertainties of the war in the Middle East, market participants appear cautiously optimistic, driving major indexes into positive territory during the first hour of trading.Market Indexes Opening PerformanceThe ...

证券研究报告·北交所报告·北交所定期报告 北交所定期报告 20260318 证券分析师 朱洁羽 执业证书：S0600520090004 zhujieyu@dwzq.com.cn 证券分析师 易申申 执业证书：S0600522100003 AI 算力与存储产品迎来涨价潮，北证 50 上 涨 0.69% 2026 年 03 月 18 日 yishsh@dwzq.com.cn 证券分析师 余慧勇 执业证书：S0600524080003 yuhy@dwzq.com.cn 研究助理 武阿兰 执业证书：S0600124070018 wual@dwzq.com.cn 研究助理 陈哲晓 执业证书：S0600124080015 sh_chenzhx@dwzq.com.cn 相关研究： 《财政部：2026 年继续实施更加积极 的财政政策》 2026-03-17 《个贷息费迎来严格监管，北证 50 下 跌 0.35%》 2026-03-16 东吴证券研究所 1 / 8 请务必阅读正文之后的免责声明部分 [Table_Tag] [Table_Summary] ◼ 资本市场新闻：1）中方回应特朗普称推迟访华，中美双方将保持沟通。 20 ...

Palantir Technologies (NASDAQ: PLTR) just reported another strong quarter. Revenue surged, contracts hit record levels, and demand for artificial intelligence software continues to grow. But the most interesting detail in the earnings report wasn't the revenue number. It was where the growth was coming from. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel bo ...