近日，公布的一份大规模新协议显示，Meta将在其人工智能数据中心中采用数百万颗英伟达芯片，包 括英伟达全新独立CPU及下一代Vera Rubin系统。 Meta首席执行官马克・扎克伯格在声明中表示，此次扩大合作将继续推进公司 "为全球每一个人提供个 人超级智能" 的目标，这一愿景于去年7月正式提出。 协议财务条款未对外披露。 今年1月，Meta宣布2026年AI相关投入最高将达1350亿美元。 创意策略咨询公司芯片行业分析师本巴贾林表示："这笔协议规模无疑在数百亿美元级别，预计Meta相 当一部分资本支出将投向与英伟达的这项建设合作。" 双方合作并非首次，Meta使用英伟达GPU已有至少十年时间，但此次协议标志着这两家硅谷巨头的技 术合作范围大幅拓宽。 独立CPU是本次合作最大亮点：Meta将成为首家在数据中心中将英伟达Grace CPU作为独立芯片部署的 企业，而非与GPU集成在服务器中使用。 Meta大规模采用此举，印证了英伟达在CPU与GPU两套基础设施上的全栈布局战略。" 下一代Vera CPU计划于2027年由Meta部署上线。 这份多年期协议是 Meta 整体规划的一部分：公司承诺截至 2028 ...

Core Insights - H&H International Investment reported a total market value of $17.5 billion for its U.S. stock holdings as of December 31, 2025, an increase from $14.7 billion in the previous quarter, reflecting a growth of approximately 13.79% [1][2]. Holdings Summary - The portfolio included 3 new stock purchases, increased holdings in 6 stocks, reduced holdings in 5 stocks, and did not completely sell out of any positions [1][2]. - The top ten holdings accounted for 99.66% of the total market value, indicating a concentrated investment strategy [1][2]. Top Holdings - Apple (AAPL.US) remains the largest holding with approximately 32.36 million shares valued at about $8.8 billion, making up 50.30% of the portfolio, although the number of shares decreased by 7.09% from the previous quarter [2][3]. - Berkshire Hathaway (BRK.B.US) is the second-largest holding with around 7.18 million shares valued at approximately $3.6 billion, increasing its share count by 38.24% [2][3]. - Nvidia (NVDA.US) ranks third with about 7.24 million shares valued at approximately $1.3 billion, showing a significant increase of 1110.62% in share count [3]. - Pinduoduo (PDD.US) is fourth with around 11.56 million shares valued at approximately $1.3 billion, with a 34.55% increase in shares [3]. - Google (GOOG.US) is fifth with about 1.86 million shares valued at approximately $600 million, with a 2.48% increase in shares [3]. Significant Changes - H&H significantly increased its holdings in Microsoft (MSFT.US) and Taiwan Semiconductor Manufacturing Company (TSM.US), with share counts rising by 207.66% and 370.95%, respectively [3]. - The firm notably reduced its position in ASML (ASML.US), decreasing its share count by 87.62% [3]. - New positions were established in CoreWeave (CRWV.US), Credo Technology (CRDO.US), and Tempus AI (TEM.US), focusing on AI and data center solutions [3]. Buying and Selling Trends - The top five stocks purchased based on percentage change were Nvidia, Berkshire Hathaway, Taiwan Semiconductor, Microsoft, and Google [4]. - The top five stocks sold based on percentage change included Apple, Occidental Petroleum (OXY.US), Alibaba (BABA.US), ASML, and Disney (DIS.US) [5].

Market Analysis by covering: NVIDIA Corporation, Super Micro Computer Inc, Synopsys Inc, Arista Networks. Read 's Market Analysis on Investing.com ...

NEW YORK (AP) — The U.S. stock market ticked higher on Wednesday, led by its most influential stock, Nvidia. The S&P 500 rose 0.6% and pulled a bit closer to its all-time high set late last month. The Dow Jones Industrial Average added 129 points, or 0.3%, and the Nasdaq composite gained 0.8%. Nvidia helped lift the market and climbed 1.6% after Meta Platforms announced a long-term partnership where it will use millions of chips and other equipment from Nvidia for its artificial-intelligence data centers ...

当地时间2月17日美股盘后，伯克希尔哈撒韦公司（下简称"伯克希尔"）向美国证监会（SEC）披露了 最新13F文件。13F持仓报告显示，在巴菲特担任CEO的最后一季度，伯克希尔继续调整科技巨头持 仓，连续减持苹果公司、美国银行等重仓股的同时，首次建仓传统媒体纽约时报。 最新披露的文件显示，2025年第四季度，伯克希尔·哈撒韦公司对亚马逊的持仓大幅削减超77%，且连 续第三个季度减持苹果。 这是巴菲特执掌伯克希尔60年的最后一份13F持仓报告，巴菲特的继任者格雷格·埃布尔（Greg Abel）已 于2026年1月1日正式接任CEO。 据13F文件，伯克希尔于第四季度抛售苹果超过1029万股，持股数量环比三季度减少4.3%，季末苹果持 仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。以环 比减少的市值看，苹果是伯克希尔2025年第四季度减持最多的个股。这也是伯克希尔连续第三个季度减 持苹果。 尽管持续减持，但截至2025年四季度末，苹果仍是伯克希尔的头号重仓股。 截至2025年四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的"老面孔"，分别是：苹果、 美国运 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Group 1 - Yotta Data Services, an Indian data center company, plans to build one of Asia's largest AI computing hubs with an investment exceeding $2 billion [1] - The project will utilize Nvidia's latest Blackwell Ultra chips, indicating a significant partnership between Yotta and Nvidia [1] - This initiative highlights the growing demand for AI infrastructure in Asia, positioning Yotta as a key player in the region's tech landscape [1]

By Abhirami G and Aditya Soni NEW DELHI, Feb 18 (Reuters) - India's Yotta Data Services will spend over $2 billion on Nvidia’s latest chips to set up an ‌artificial intelligence computing hub as it prepares to float its shares, it said ‌on Wednesday, delivering a boost to the country's fledgling AI drive. Yotta is aiming to raise up to $1.2 billion ​from investors to fund its expansion ahead of an initial public offering, potentially due to happen as soon as this year, CEO Sunil Gupta told Reuters on t ...

"狂加"英伟达、"新入"CoreWeave、Credo和Tempus 文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62% ，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推 升至其组合的第三大重仓股（占比7.72%）。 在重注"卖水人"英伟达之外， 段永平还开仓了三家"新面孔 "。 虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用 三个关键节点： 在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓"试水"三家极具代表性的AI垂直领域公司。 数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅 度最大的是苹果。 | | | | % of | | Reported | % difference | | % (shares) | % change to | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | His ...

数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持 了五只股票，减持幅度最大的是苹果。 | | | | % of | | Reported | % difference | | % (shares) | % change to | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | History | Ticker = Stock = | | Portfolio = | Shares* = | Price® @ | Current Price @ | Value @ | Activity = | Portfolio = | | P | BABA | ALIBABA GROUP HOLDING-SP ... | 2.15% | 2.560.500 | $146.58 | | $375,318,090 | -7.81% (-216.830) | -0.18% | | 1 | GOOG | ALPHABET INC-CL C | 3.33% | 1,855,400 | ...