Accessibility StatementSkip Navigation – Breaking into Data Center and AI Cloud Business in Southeast Asia KUALA LUMPUR, Malaysia, Dec. 2, 2025 /PRNewswire/ -- GIBO Holdings Limited (NASDAQ: GIBO) ("GIBO" or the "Company"), an Asia-based AI-generated animation platform, today announced the signing of a Core Partnership Agreement with Ricloud AI Inc. ("Ricloud"), a premier global AI cloud infrastructure provider and one of 79 official NVIDIA Cloud Partners ("NCP") worldwide (https://marketplace.nvidia.com/en ...

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

Michael Burry, the famous short seller from the 2008 housing crisis, attacked Tesla again and said the company is "ridiculously overvalued" in a new Substack post. Burry wrote that Tesla gives too much stock-based compensation and called it “tragic algebra.” He said Tesla dilutes its stock by 3.6% every year and does not do any stock buybacks, as reported by Yahoo Finance. Burry warned that Elon Musk’s $1 trillion pay package will dilute Tesla shares even more. He noted that Tesla shareholders recently app ...

All right. So, so do you agree that we're kind of in a hangover period and yesterday's action it could be part of that hangover. >> It does feel like it, you know, valuations were stretched.You know, I think one reason I I may be a little more bullish than I was a week ago is, you know, the probabilities for a December rate cut are about 95% right now. You know, they were about that going into to Pal's last press conference and then they had dip below 50. So, a little more certainty around the rate picture ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ " 我一股都不想卖。我只是更需要钱去投资OpenAI和其他项目。卖英伟达的时候，我都哭了。 （I was crying to sell Nvidia shares） " 12月2日消息，软银集团孙正义最新表示，如果他的公司有"无限的钱"支持下一阶段的人工智能投资——其中包括对OpenAI的大手笔押注 ——他绝不会卖掉英伟达的股票。 这也是他首次就软银11月突然披露"清仓英伟达"一事作出公开回应，并抨击了有关"人工智能（AI）投资泡沫"的说法。 当地时间周一（12月1日）， 孙正义在东京的一场论坛上解释道软银之所以出售英伟达持仓，只是为了筹集资金，用于诸如建设数据中心 等项目。 11月11日，软银发布的业绩报告中提到，截至第二季度末，其持有的3210万股英伟达股票（含资产管理子公司持股）已于2025年10月以 58.3亿美元价格售出。 但这并非软银首次清仓英伟达。软银曾在2017年以40亿美元买入英伟达近5%的股份，成为其大股东之一。但在2019年，出于资金流动性 需求以及当时对英伟达股价涨幅的判断， ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月2日消息，据报道， NVIDIA已确认成为台积电A16制程节点的首位，也是目前唯一客 户。 半导体公众号推荐 此制程预计将于2026年下半年量产，并将应用于NVIDIA计划在2028年推出的Feynman系列 GPU。 | TSMC A16™: Nanosheet with Super Power Rail (SPR) | | --- | | · Best-in-class backside power delivery | | · Reduces IR drop and improve logic density | | " Preserves gate density and NanoFlex™ benefit with novel backside contact | | · Aimed for datacenter Al/HPC products with demanding signal routing and | | power delivery requirement | | · ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月2日消息，NVIDIA方面宣布，为进一步采用 GPU 加速的工程解决方案，公司将在工程和市场活动方面扩大与新思科技的战略合作，共同推动跨行业 的设计和工程革新。此外，NVIDIA还将以每股414.79美元价格，投资20亿美元认购新思科技普通股。 据悉，此次战略合作涵盖了NVIDIA CUDA 加速计算、代理式AI和物理AI以及Omniverse数字孪生，以实现以前通过传统CPU计算难以企及的仿真速度和 规模，为工程领域各类场景开辟全新市场机遇。 NVIDIA创始人兼首席执行官黄仁勋表示，"我们与新思科技的合作将充分发挥NVIDIA加速计算和AI的力量，来重新定义工程和设计，赋能工程师能够创 造塑造未来的创新产品。" 新思科技总裁兼首席执行官 Sassine Ghazi 表示："开发下一代智能系统的复杂性与成本，要求工程解决方案深度融合电子与物理，并通过AI能力与计算加 速。没有任何两家公司比新思科技与 NVIDIA 更具优势，能够提供AI驱动的整体系统设计解决方案。" ************ ...

Nvidia-backed video generation startup Luma AI is joining a growing wave of U.S. tech companies launching operations in the U.K., with major plans for a London expansion revealed on Tuesday.The Palo Alto-headquartered startup will look to hire around 200 employees — making up around 40% of its workforce — at its new London base by early 2027, across research, engineering, partnerships and strategic development. The expansion comes two weeks on from Luma announcing a $900 million funding round led by Saudi P ...

Airbus is assessing the impact on year-end deliveries of a newly discovered fuselage quality issue on some of its A320 jets after it led to "weak" November handovers, CEO Guillaume Faury told Reuters ... ...

同时，软银还与OpenAI签署了修订协议，承诺将追加投资225亿美元（约合人民币1602亿 元），将于12月通过愿景基金2完成全部投资。 彼时，软银首席财务官后藤芳光在财报说明会上表示： "由于对 OpenAI 的投资规模较 大，因此通过（出售股票）来筹集资金并加以运用"。 事实上，在软银清仓英伟达的当月，包括华尔街知名 "空头"迈克尔·伯里、硅谷"风投教 父"彼得・蒂尔、桥水基金等知名投资者和机构都在三季度对英伟达进行了减持或清仓。 | | Michael Burry's Holdings: Q3 2025 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Company Name | | Primary Industry | Avg. price paid 2 0 | Share Count Chg. (%) 2 0 | No of shares held 3 0 | Market value I O | Portfolio % Change 2 0 | | | PLTR Put Palantir Technologies ...