Core Viewpoint - CoreWeave has expanded its partnership with Nvidia to accelerate the development of over 5 gigawatts of AI data centers by 2030, with Nvidia investing $2 billion in CoreWeave stock [2][3] Partnership Details - The collaboration aims to enhance AI infrastructure, with Nvidia's investment highlighting the demand for AI systems moving into large-scale production [3] - Nvidia CEO Jensen Huang noted that while the $2 billion investment is significant, the total funding required to support the 5 gigawatts of data centers is much larger [4] Industry Insights - Research indicates that AI infrastructure needs may be influenced more by early architectural choices rather than unavoidable technical constraints, suggesting a potential shift in how AI systems are deployed [4][5] - Smaller models and localized data processing are becoming more prevalent, with Nvidia suggesting that small-language models could handle 70% to 80% of enterprise tasks, creating a two-tier structure for operationalizing AI [6]

The relationship between Nvidia Corp. (NASDAQ:NVDA) and CoreWeave, Inc. (NASDAQ:CRWV) has far surpassed the traditional vendor-customer dynamic. Monday's $2 billion investment cements CoreWeave as Nvidia's go-to lab for next-generation infrastructure experiments.CRWV stock is climbing. See the chart and price action here. While hyperscalers like AWS and Google increasingly move toward their own custom chips, CoreWeave has stayed Nvidia-native. CoreWeave serves as the tip of the spear for Nvidia's deployment ...

NVIDIA (NVDA)’s share price soared by 73%, in the past nine months, driven by a potent combination of AI-generated demand in data centers and impressive Q3 earnings. SANTA CLARA, CALIFORNIA - MAY 30: An exterior view of the NVIDIA headquarters on May 30, 2023 in Santa Clara, California. Chipmaker NVIDIA reached a $1 trillion market cap at the open bell of the NYSE on Tuesday morning. The company is forecasting second quarter sales of $11 billion, 50 percent higher than analyst estimates of $7.15 billion. (P ...

Nvidia shares traded lower on Monday as investors held back ahead of a pivotal stretch of earnings from major technology companies that could provide fresh signals on the outlook for artificial intell... ...

Micron Technology (NASDAQ:MU) shares are down 2.3% to trade at $390.36 at last glance, following news that Samsung is preparing to supply Nvidia (NVDA) with next-generation HBM4memory chips as early as next month. MU is retreating from Friday's record high of $412.43, and could snap a six-day win streak. Despite today's tumble, MU is up a whopping 534.3% from its April 7 low of $61.54 and is trading far above its 60-day moving average, which captured late-November and early December pullbacks. Short-term op ...

微软于周一发布自研第二代人工智能芯片，同时推出配套软件工具，剑指英伟达在开发者群体中最大的 一项竞争优势。 责任编辑：郭明煜 微软于周一发布自研第二代人工智能芯片，同时推出配套软件工具，剑指英伟达在开发者群体中最大的 一项竞争优势。 微软方面表示，新款芯片名为 "玛雅 200"（Maia 200），本周将率先在美国艾奥瓦州的一座数据中心投 入使用，后续计划在亚利桑那州增设第二个部署地点。该芯片是微软 2023 年推出的玛雅系列人工智能 芯片的第二代产品。 当下，微软、字母表旗下谷歌以及亚马逊旗下亚马逊云科技等一众头部云计算企业，均在发力自研芯 片，与英伟达的竞争日趋激烈 —— 而这些企业恰恰是英伟达的核心客户群体，玛雅 200 芯片的问世正 是这一趋势的缩影。 其中，谷歌的动作尤为引人关注。元宇宙平台公司等英伟达的大型客户正与谷歌展开深度合作，力求填 补谷歌与英伟达在人工智能芯片软件生态上的核心差距。 微软则透露，在推出新款玛雅芯片的同时，还将配套发布一套芯片编程软件工具包。该工具包包含开源 软件工具 Triton，ChatGPT 研发方 OpenAI 为这款工具的开发作出了重要贡献。Triton 的功能与英 ...

A new congressional trading form filed by Congresswoman Nancy Pelosi disclosed that she has adjusted her portfolio, including updates to her positions in Nvidia (NVDA), Apple (AAPL), and Alphabet (GOOG) (GOOGL). According to the form, the Congresswoman representing the 11th ...

（文章来源：央视新闻） 微软发布最新人工智能芯片，旨在减少对英伟达的依赖。 ...

Call it the grand rotation. After several years of tech giants getting bigger and bigger market caps and dominating the makeup of the S&P 500 (^GSPC) like never before, a different dynamic has emerged in 2026. The weight of the top 10 stocks in the S&P 500 has recently seen some "major deterioration" relative to the rest of the stock market, RBC Capital Markets strategist Lori Calvasina pointed out. The top 10 stocks in the S&P 500 by weight are Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Amazon (AMZ ...

Core Insights - Microsoft has launched the second generation of its proprietary artificial intelligence chip, aiming to enhance its competitive position against Nvidia in the AI hardware market [1] Group 1: Product Development - The new AI chip is designed to improve performance and efficiency, addressing some of the limitations of the first generation [1] - Alongside the chip, Microsoft introduced software tools that are intended to leverage the chip's capabilities and provide developers with enhanced resources [1] Group 2: Competitive Landscape - This move is seen as a direct challenge to Nvidia, which has been a dominant player in the AI chip market, particularly with its GPUs [1] - By developing its own hardware and software solutions, Microsoft aims to reduce dependency on Nvidia and capture a larger share of the AI market [1]