据介绍，此次合作将涵盖英伟达CUDA加速计算(CUDA accelerated computing)、智能体与物理人工智能 (agentic and physical AI)、以及Omniverse数字孪生(digital twins)，实现传统CPU计算无法达到的仿真速 度与规模，开辟工程领域新市场机遇。为推动GPU加速工程解决方案的普及，双方还将在工程和市场推 广活动中展开合作。 智通财经APP获悉，周一，新思科技(SNPS.US)盘前涨逾7%，报448.93美元。消息面上，英伟达12月1 日宣布，与新思科技扩大战略合作，此次合作将整合英伟达的人工智能(AI)与加速计算优势与新思科技 领先的工程解决方案，助力研发团队以更高精度、更快速度、更低成本设计、仿真和验证智能产品。 另外，英伟达还宣布，以每股414.79美元的价格投资20亿美元购买新思科技普通股。 ...

据介绍，此次合作将涵盖英伟达CUDA加速计算(CUDA accelerated computing)、智能体与物理人工智能 (agentic and physical AI)、以及Omniverse数字孪生(digital twins)，实现传统CPU计算无法达到的仿真速 度与规模，开辟工程领域新市场机遇。为推动GPU加速工程解决方案的普及，双方还将在工程和市场推 广活动中展开合作。 周一，新思科技(SNPS.US)盘前涨逾7%，报448.93美元。消息面上，英伟达12月1日宣布，与新思科技 扩大战略合作，此次合作将整合英伟达的人工智能(AI)与加速计算优势与新思科技领先的工程解决方 案，助力研发团队以更高精度、更快速度、更低成本设计、仿真和验证智能产品。另外，英伟达还宣 布，以每股414.79美元的价格投资20亿美元购买新思科技普通股。 ...

市场消息称，Meta据悉正考虑斥资数十亿美元购买谷歌的TPU，从2027年开始将谷歌的TPU整合到其数据中心内，同时还计划 最早在明年从谷歌云租赁TPU算力。 兄弟们！又出大事了 英伟达的天塌了 受此影响，谷歌盘前股价大涨超4%，隔夜暴涨超6%，两天时间暴涨超10%，市值增长3840亿美元（2.7万亿人民币），英伟达 与AMD股价则应声下跌，跌幅超4%。 值得注意的是，这一潜在交易可能让谷歌抢占英伟达年收入的10%份额，为其带来数十亿美元的新增收入。 中泰证券研报指出，谷歌凭借从芯片(TPU)、网络(OCS)、模型(Gemini)到应用(云计算/搜索/广告等)的完整技术闭环，构建起 强大的AI护城河，并推动资本开支持续增长。随着TPU出货量预期上修、OCS渗透率提升以及1.6T光模块放量，相关硬件供应 商将迎来重大发展机遇。 这也是巴菲特敢于在顶部买入谷歌的核心逻辑。在巴菲特眼里，谷歌已经从已经科技巨头变成一家消费巨头，并且具备强大的 护城河的消费巨头。就如现在的苹果。 因此，随着谷歌TPU上升，谷歌TPU的供应商有望迎来新一轮的扩张，股价也水涨船高。 经过深度梳理和挖掘，谷歌TPU供应商主要集中在电源、电感 ...

Nvidia is deepening its push into advanced engineering technology with a new agreement that brings Synopsys closer into its AI ecosystem. The company said on Monday that it has purchased $2 billion of... ...

The AI investment megatrend is alive and well heading into 2026.Although 2025 isn't quite over yet, most fund managers have already shifted their focus to 2026, and are adjusting their portfolios for the future. There are plenty of great growth stocks that look reasonably priced now and positioned to do well next year.Here are six in particular that I think retail investors should consider taking positions in now, in case there is a Santa Claus rally to end the year. NvidiaNo list of good growth stocks woul ...

Jensen Huang is not shy about addressing popular investor opinion.The CEO made comments in response to investors who believe the market for AI stocks is in a bubble.*Stock prices used were the afternoon prices of Nov. 27, 2025. The video was published on Nov. 29, 2025. ...

Core Insights - Nvidia has invested $2 billion in Synopsys, leading to a significant stock price movement for both companies [1][4] - The collaboration aims to enhance engineering and marketing efforts, focusing on AI-powered system design solutions [2] - Synopsys reported disappointing Q3 results, missing Wall Street expectations [3] Company Performance - Synopsys reported adjusted earnings of $3.39 per share on sales of $1.74 billion for the quarter ending July 31, falling short of analyst expectations of $3.80 per share and $1.77 billion in sales [3] - In the same quarter last year, Synopsys earned $3.43 per share on sales of $1.53 billion, indicating a slight year-over-year decline in earnings [3] Stock Market Reaction - Following the investment announcement, Synopsys stock rose over 7% to approximately $449.55, while Nvidia stock dipped more than 1% to $175.06 [4] - Synopsys stock has seen a 13% decline in 2025 as of the last market close, while Nvidia stock has increased by 32% [4] Ratings and Metrics - Synopsys holds an Accumulation/Distribution Rating of E, indicating heavy selling by institutions, and an IBD Composite Rating of 43 out of 99 [4][5] - Nvidia has an Accumulation/Distribution Rating of D-minus and an IBD Composite Rating of 99 out of 99, reflecting strong institutional interest [5]

Nvidia and Taiwan Semiconductor are cashing in on the massive artificial intelligence (AI) spending spree.The artificial intelligence (AI) investment trend seemed to be on its way out in the middle of November, but has quickly rebounded. The reality is, AI investments aren't stopping, despite the market getting a bit tired of all the record-breaking capital expenditures being planned for 2026.While this will cost the AI hyperscalers a ton of money, there are several companies that can capitalize on this spe ...

Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

而软银集团也是本轮AI热潮的受益者之一。目前，软银集团已投资了包括OpenAI、Perplexity AI Inc等 一众AI明星企业，并为公司带来了显著的利润。此前，该公司财报显示，第二财季净利润达到2.5万亿 日元(约合人民币1141.95亿元)，远超分析师平均预期的4182亿日元(约合人民币191.02亿元)。 据彭博社报道，当地时间12月1日，日本软银集团创始人孙正义表示，公司清仓英伟达股票是为人工智 能领域的下一轮投资筹措资金。"我是哭着卖掉英伟达股票的"，孙正义说道。 此前，软银集团于11月出售所持全部英伟达股份，套现58.3亿美元(约合人民币412.28亿元)。在投资者 针对"AI泡沫"的忧虑日益加剧的背景下，这一动向引发市场广泛关注。当时，软银高管并未正面回答此 次套现是否与"AI泡沫"的担忧有关，仅表示"这是一项必要的融资举措"，与英伟达本身无关。 12月1日，孙正义在东京举行的一场活动上首次就此事作出回应，并驳斥了有关"AI泡沫"的观点。其宣 称，"我不想卖哪怕一股，我只是更需要钱来投资OpenAI……我是哭着卖掉英伟达股票的。" 彭博社报道称，今年以来，软银集团已通过一系列项目重金押注A ...