The first cut isn't made with a scalpel. It's made in code before a single incision. Every move, every angle, every interaction in the operating room is modeled, simulated, and optimized.Inside NVIDIA Omniverse is where design and reality converge. CAD models become photorealistic, physically accurate surgical theaters and with NVIDIA Isaac for health care, robotic systems become spatially aware, ensuring safe, precise movements. Johnson and Johnson MedTech monarch platform is leading this simulation.First ...

Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and so forth. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. Therefore, the long-term outlook can only be considered bright. In the immediate future, however, challenges appear to be mounting. While geopolitical instability ...

Core Insights - Nvidia's CEO Jensen Huang announced that the company's fastest AI chips, Blackwell GPUs, are now in full production in Arizona, marking a shift from previous manufacturing solely in Taiwan [1][2] - The production move aligns with a request from former President Trump to bring manufacturing back to the U.S. for national security and job creation [2] - Nvidia expects $500 billion in GPU sales from the Blackwell generation and next year's Rubin chips combined, with 6 million Blackwell GPUs shipped in the last four quarters [5] Manufacturing and Partnerships - Nvidia's Blackwell-based systems will also be assembled in the U.S., emphasizing the company's role in the U.S. technology landscape [3] - A partnership with Nokia was announced, where Nvidia will invest $1 billion to build telecommunications gear, focusing on 5G and 6G technologies [6][7] - The collaboration aims to reduce reliance on foreign technologies, particularly from China's Huawei, which has faced restrictions in the U.S. [8] Technology and Innovation - Nvidia's new product, Nvidia ARC, will integrate its Grace GPU, Blackwell GPU, and networking components for future base stations [9] - The company is positioning itself as a leader in the U.S. AI infrastructure, with a focus on quantum computing advancements through partnerships with various startups and the Department of Energy [15][16] Market Challenges - Nvidia has faced significant challenges in the Chinese market, with the company currently "100% out of China" and no market share there due to U.S. export restrictions [14] - The U.S. government has imposed licensing requirements on Nvidia's H20 chip, which could have generated approximately $10.5 billion in sales over two quarters [12][13] - Despite receiving licenses for the H20 chip, Nvidia has not introduced a newer chip for the Chinese market based on the current Blackwell generation [14]

Share Phison aiDAPTIV+ GPU Memory Extension Integrated into RedData's Federal Classified Solutions WASHINGTON--(BUSINESS WIRE)--Phison Electronics (8299TT), a global leader in NAND flash and AI infrastructure technologies, and RedData, an RPI-CS, Inc. division, today announced the availability of Phison's aiDAPTIV+ GPU memory extension technology integrated into RedData's secure solutions for U.S. Federal classified programs. By combining Phison's technology and RedData's AI platforms this solution delivers ...

Uber will begin expanding a fleet of 100,000 autonomous vehicles powered by Nvidia technology starting in 2027, an ambitious move that could help bring down the cost of offering hailable robotaxis to consumers https://t.co/4RxtmMS1D4 ...

Core Insights - Uber is partnering with NVIDIA to deploy one of the world's largest networks of autonomous vehicles, focusing on Level 4 (L4) autonomy for robotaxi operations both in the United States and internationally [1][3][4] Partnership and Vehicle Development - Stellantis will supply at least 5,000 L4 vehicles powered by NVIDIA DRIVE AGX Hyperion 10 to Uber, marking a significant step in the development of autonomous fleets [1][3] - The vehicles will utilize the latest NVIDIA DRIVE AGX Hyperion platform and NVIDIA DriveOS operating system, designed specifically for L4 autonomy [2][6] Operational Framework - Uber will manage end-to-end fleet operations, which includes remote assistance, charging, cleaning, maintenance, and customer support [3] - The collaboration aims to create a scalable solution for smarter, safer, and more efficient mobility [4] Industry Impact - The partnership is expected to transform urban mobility, making transportation safer, cleaner, and more efficient [4] - Uber and NVIDIA are also working with various partners to support a broad global Level 4 ecosystem, enhancing autonomy across multiple sectors including passenger mobility and delivery [5] Data and AI Integration - Uber plans to collect over 3 million hours of robotaxi-specific driving data to support L4 model training and validation, leveraging NVIDIA's GPUs and Cosmos platform for data management [7][8] - This initiative aims to accelerate the deployment of profitable autonomous solutions by creating a robust data engine for continuous improvement [8]

Core Insights - Akamai Technologies has launched Akamai Inference Cloud, a platform designed to enhance AI inference capabilities by moving processing closer to users and devices, thereby reducing latency and improving performance [1][2][4] Company Overview - Akamai Inference Cloud leverages Akamai's global edge network, which consists of over 4,200 locations, and NVIDIA's advanced AI infrastructure to provide scalable, low-latency AI processing [4][5] - The platform aims to support the next generation of AI applications, including personalized digital experiences and real-time decision systems, by enabling intelligent, agentic AI inference at the edge [2][3] Technological Advancements - The platform integrates NVIDIA RTX PRO Servers and BlueField DPUs, enhancing the ability to process AI workloads efficiently from core to edge [4][5] - Akamai Inference Cloud is designed to facilitate streaming inference and agentic AI workflows, allowing for near-instantaneous responses and improved user engagement [5][9] Market Positioning - The launch targets 20 initial locations globally, with plans for further expansion, positioning Akamai as a leader in edge AI processing [6] - The collaboration with NVIDIA aims to redefine AI inference by decentralizing data processing and routing requests to optimal models, enhancing the capabilities of smart commerce agents and financial decision-making [5][9]

Daily Journal stock could pique the interest of value investors after hitting an air pocket recently. ...

【导读】美股上涨，英伟达出手入股，诺基亚股价暴涨 大家好，今晚继续关注海外市场的表现。 微软、Alphabet、Meta、亚马逊和苹果这五家占标普权重约四分之一的公司将于周三和周四公布业绩，备受关注。 分析师表示："盈利仍是主导因素，尤其是市场对资本开支（capex）的预期。我会关注市场如何回应这些科技巨头上调投资支出指引的情况。过去几 年科技行业的一些较大回调是由于市场对增加支出的抵制而引发的，因此我认为围绕这些计划的评论将占据主导地位。" 据分析师预估，微软、Alphabet、亚马逊和Meta在各自当前财年合计资本开支将达3600亿美元，其中很大一部分与人工智能有关。预计明年这一数字 将跃升至接近4200亿美元。 当地时间周二，投资者也在密切关注英伟达公司首席执行官黄仁勋在该公司为期三天的人工智能大会"GTC"上的午间演讲。 多头正押注标普500将在年内冲上7000点大关，因为季节性波动似乎已经过去。该指数周一在利好贸易迹象、降息预期和强劲企业盈利的推动下，一 度创出历史新高。自2022年10月低点以来，标普500已累计上涨约92%。 此外，当地时间周二也是美联储为期两天会议的首日，市场预计美联储将于今年 ...

Nvidia unveiled a system linking quantum computers with its AI chips, tapping an emerging technology that could vastly speed progress in medicine and materials science https://t.co/XCW2grTy2u ...