（来源：深潮 TechFlow） 今天凌晨，Supermicro 的联合创始人 Wally Liaw 在加州被捕了。 Supermicro 是全球最大的 AI 服务器制造商之一，英伟达的核心供应链伙伴，去年一个季度就拿到了 130 亿美元的英伟达 Blackwell 芯片订单。 Liaw 从 1993 年公司成立起就在，现在是高级副总裁兼董事会成员。 他被控的罪名是： 把价值 25 亿美元的英伟达 AI 芯片服务器，通过东南亚的空壳公司走私到中国。最高刑期 20 年。 美国司法部把这个案子，定性为有史以来最大规模的 AI 芯片走私案。 不过，这个案子的细节非常的像电影桥段。 根据起诉书，Liaw 和同伙安排了一家东南亚公司作为「白手套」，以自用名义向 Supermicro 大量采购 装有英伟达 GPU 的服务器。服务器到了东南亚之后，工作人员撕掉原包装，装进无标记的箱子，发往 中国。 还有一次，美国商务部出口管制官员亲自上门检查。现场有人直接冒充律师接待... 主犯 Liaw 今年 71 岁，手里握着价值 4.3 亿美元的 Supermicro 股票。按理说他不缺钱。 起诉书里还有个细节。有一个经纪人给 Li ...

I try to keep my investments simple -- I love exchange-traded funds (ETFs) for the instant diversification; I don't fiddle around with options; and I believe in buying and holding funds for a long period of time, adding to my positions consistently over time and rebalancing a couple times a year. But like many investors, I have my tried-and-true, ride-or-die companies that I highly value. These are companies that, despite the opinions of naysayers, form the anchor of my current portfolio, and they are th ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. Cramer explained why the stock is not moving, as he stated: Now, there was a lot of news about NVIDIA at the GTC festival, but none of it managed to move the stock. One reason was confusion. Jensen talked about how he has $1 trillion worth of business for his highest-end chips, up from $500 billion just a few short months ago. The numbers included 2025 figures, though, a ...

Nvidia (NVDA) has always been at the forefront of innovation. Since inception, the tech giant has invested $58.2 billion in research and development. As of fiscal 2025, the company also had 27,100 out of 36,000 total employees engaged in R&D. Therefore, unsurprisingly, Nvidia is not only strengthening its moat but also pushing new frontiers. At GTC 2026, Nvidia recently announced the Vera Rubin Space-1 chip system, which could potentially be used for orbital AI data centers. To simplify things, the curre ...

- Demand for AI systems is booming, but investors aren't in a mood to celebrate it. Take Nvidia, for example. The AI superstar's price-to-earnings ratio, which measures a stock's price against its projected earnings, is actually now below that of the S&P 500 for the first time in more than a decade.And here's why. Memory chip maker Micron has seen its own business triple in size as the AI systems made by companies like Nvidia require loads of memory in order to function. That demand is actually overwhelming ...

Group 1 - The demand for AI systems is increasing, but investor sentiment is cautious, as evidenced by Nvidia's price-to-earnings ratio falling below that of the S&P 500 for the first time in over a decade [1] - Micron's business has tripled due to the high demand for memory from AI systems, leading to a shortage and increased memory prices [2] - Despite high memory prices, Micron projected 81 cents in gross profits for every dollar of revenue for the current quarter, yet its stock fell after the second quarter report, indicating investor caution [3] Group 2 - Investors are concerned about the sustainability of the AI investment cycle and the impact on free cash flow for major tech companies like Amazon, Microsoft, Meta, and Oracle [4] - Global conflicts, such as the war in Iran affecting data centers and helium supply, along with ongoing trade tensions with China, add complexity to the investment landscape [5] - Investors are seeking reassurance regarding the longevity of growth in AI chip companies amidst these challenges [5]

Senators In their letter, the senators wrote, “We are concerned that this takeover could stifle competition, further entrenching Nvidia’s dominance in the The senators are asking for the specific terms of the Groq deal, in addition to whether it was structured to avoid antitrust review. A Nvidia spokesperson said in a statement that the company “did not acquire Groq, which continues to be a separate and independent business.”“Nvidia purchased a non-exclusive license to Groq’s IP and hired engineering talent ...

And that shift is starting to redraw the AI stack.At the center of it is Nvidia. But just as important may be what sits atop it.Nvidia Builds The BrainNvidia's role in AI is already well understood—but in physical AI, it expands.The company isn't just selling GPUs. It's building the infrastructure that allows machines to perceive, simulate, and act in the real world. Its platforms—spanning compute, simulation, and robotics frameworks—are effectively becoming the foundation layer for training and deploying p ...

The conversation we've had on the pod a number of times is, "Oh my god, look at the token usage in our companies. It is growing massively. And some people are asking, hey, when I join a company, how many tokens do I get cuz I want to be an effective employee?" You've postulated, I believe, $75,000 in tokens for each engineer or something like that. So, are you spending in Nvidia a billion, $2 billion on tokens from your engineering team right now. >> We're trying to.Let me give you a thought experiment. Let ...

Quick Read The Race For AI Leadership Will Have Losers Soon Huge Tech Companies Need More Money Where Will Electricity Come From A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The headlines won’t stop. The most recent is that Amazon’s (NASDAQ: AMZN) Jeff Bezos plans to raise $100 billion for a new AI Manufacturing Fund to buy manufacturing facilities and update their efficiency with AI. Alibaba an ...