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 ...

Core Insights - The article highlights the investment activities of Duan Yongping in Q4, focusing on significant increases in holdings of Nvidia and Berkshire Hathaway, while also noting a reduction in Apple shares [1][6]. Investment Activities - Duan Yongping increased his stake in Nvidia by 6.6393 million shares, marking a 1110.62% increase, bringing total holdings to 7.2371 million shares with a market value of $1.35 billion, making it the third-largest position in his portfolio at 7.72% [3]. - He also initiated positions in three new companies: CoreWeave, Credo Technology, and Tempus AI, which collectively account for approximately 0.28% of his portfolio [3][4][5]. - CoreWeave, which focuses on GPU rental for AI companies, was acquired with 299,900 shares, reflecting a strategic bet on the AI industry's demand for computational power [3]. - Credo Technology, providing high-speed interconnect chips, was added with 141,300 shares, indicating a focus on data center upgrades linked to AI server iterations [4]. - Tempus AI, which applies AI in precision medicine, was acquired with 110,000 shares, representing an investment in the vertical application of AI in healthcare [5]. Adjustments in Existing Holdings - Apple remains the largest holding with a market value of $8.797 billion, constituting 50.3% of the portfolio, but Duan Yongping reduced his stake by 2.4706 million shares, a decrease of 7.09% [7]. - Berkshire Hathaway saw a significant increase in holdings, with an addition of nearly 198,500 shares, a 38.24% increase, making it the second-largest position at 20.63% [7]. - Other adjustments included increased stakes in Google and Pinduoduo, while a substantial reduction of 87.63% was made in ASML, indicating a shift in outlook on various tech giants' growth potential [8].

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 | ...

Group 1 - Berkshire Hathaway made significant adjustments to its technology stock holdings in the last quarter before Warren Buffett stepped down as CEO, notably reducing its positions in Apple and Amazon [1] - The New York Times was the only new stock added to Berkshire's portfolio in the fourth quarter, with a purchase of 5.067 million shares [1] - Notable investor Duan Yongping also reduced his Apple holdings in the fourth quarter, selling 2.4706 million shares, representing a decrease of 7.09% [1] Group 2 - Duan Yongping appears to be making a substantial bet on AI, having significantly increased his holdings in NVIDIA by 6.6393 million shares in the fourth quarter and also initiating positions in three new AI-related companies [1]

Group 1: Core Insights - Industrial demand for silver is significantly higher than jewelry and silverware, with photovoltaic cells in the solar industry being a major contributor [3] - The introduction of new 800V high-voltage direct current (HVDC) data centers, driven by Nvidia's architecture, is expected to create a substantial increase in long-term silver demand [7][8] - The Silver Institute forecasts a 1% decline in overall silver demand in 2025, but supply is expected to increase by 1.5%, leaving the market undersupplied, which is a bullish indicator for silver prices [5] Group 2: Demand Dynamics - The new data centers are likely to use more silver due to its superior thermal conductivity and oxidation resistance compared to copper, especially at high voltages [7] - Demand for silver in these new data centers is expected to be relatively price-inelastic, meaning significant price increases will be needed to curb demand, indicating strong underlying demand for silver [9] - Net physical investment in silver is crucial, with growth in 2025 despite flat industrial demand, suggesting that investor interest remains strong [11] Group 3: Market Outlook - Current corrections in silver prices are acknowledged, but the fundamentals driven by photovoltaic, electric vehicle, and data center demand remain positive [12] - The anticipated demand from new data centers suggests that investors should consider buying silver during price dips this year [12]

Group 1 - Nvidia and Meta have announced a multi-year, multi-billion dollar chip procurement agreement, where Meta will purchase millions of Nvidia's latest AI acceleration chips, including the upcoming "Vera Rubin" series [1][3] - Meta's CEO Mark Zuckerberg stated that the company plans to invest up to $135 billion in AI infrastructure by 2026, nearly double its spending in 2025 [3] - Despite challenges in its own AI chip development, Meta continues to rely on Nvidia's established solutions due to technical challenges and deployment delays in its self-developed AI chip projects [3] Group 2 - The transaction highlights a shift in AI computing focus from "model training" to the "inference" phase, with Nvidia's CEO Jensen Huang adjusting the product strategy to sell CPUs as standalone products rather than integrated with GPUs [3] - The growing demand for efficient, low-latency inference capabilities is driving this change in hardware architecture, as noted by industry analysts [3]

Core Insights - Nvidia is expanding partnerships in India, collaborating with venture capital firms to invest in AI startups, reflecting confidence in India's growing AI ecosystem [1][2] - The Indian government aims to position the country as a global tech superpower, with significant investments in semiconductor projects and data centers [4][5] Group 1: Nvidia's Initiatives - Nvidia is working with several venture capital firms, including Peak XV and Accel India, to identify and fund AI startups in India [1] - Over 4,000 AI startups in India have joined Nvidia's global startup program, which supports tech startups in scaling and market entry [2] - Nvidia is collaborating with government agencies and research institutions to enhance India's AI capabilities and support the "IndiaAI mission" [3] Group 2: Investment Landscape - The Indian government has approved $18 billion in semiconductor projects to develop a domestic supply chain [4] - India expects up to $200 billion in investments for data centers in the coming years, with significant commitments from American tech firms [5] - Adani plans to invest $100 billion in renewable energy-powered AI-ready data centers, indicating strong private sector interest [5] Group 3: AI Development - Nvidia is supporting Indian AI companies through its "NVIDIA Nemotron models," which can be used to create chatbots and speech systems tailored to India-specific data [6] - The concept of Sovereign AI emphasizes the importance of developing AI systems based on local infrastructure and data, reducing reliance on foreign providers [7]

Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]

| 序号 | 证券代码 | 公司名称 | 持仓占比 | 持仓市值(亿美元) | 持有股数(股) | 较上季度持股数量变化(股) | | --- | --- | --- | --- | --- | --- | --- | | 1 | AAPL | 苹果 | 50.30% | 87.97 | 32358507 | -2470600 | | 2 | BRK.B | 伯克希尔哈撒韦B | 20.63% | 36.07 | 7176196 | 1984896 | | 3 | NVDA | 英伟达 | 7.72% | 13.50 | 7237100 | 6639300 | | 4 | PDD | 拼多多 | 7.48% | 13.08 | 11536694 | 2962500 | | 5 | GOOG | 谷歌C | 3.33% | 5.82 | 1855400 | 44900 | | 6 | OXY | 西方石油 | 3.10% | 5.42 | 13172600 | -383500 | | 7 | MSFT | 微软 | 2.38% | 4.15 | 859000 | 579800 | | 8 | BABA | 阿里 ...