The Consensus Between Musk and Huang: Bitcoin is an Energy CurrencyOn November 30th, SpaceX founder Elon Musk, during an interview with Nikhil Kamath, stated that "energy is the true currency," and characterized Bitcoin as an energy currency. He asserted that it is impossible to create energy out of thin air through legislation, predicting that energy and power generation will therefore become the de facto currency. Similarly, in 2024, NVIDIA founder Jensen Huang, while speaking with Margaret Spellings, Pre ...

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Core Insights - Azio AI is actively participating in the Philippines' initiative to modernize its sovereign investment platform, including the Maharlika Investment Fund (MIF) and Maharlika Investment Corporation (MIC) [1][2] - The initiative follows President Ferdinand Marcos Jr.'s directive to restructure the MIF, focusing on governance reform and long-term national development [2] - Azio AI's involvement aligns with its strategy to expand into sovereign and public-sector AI infrastructure, driven by national data sovereignty and AI industrial policy [3][4] Strategic Positioning - Azio AI is engaged in early-stage discussions to evaluate GPU-based AI data centers and sovereign compute architectures, adhering to international best practices [4] - As a certified distributor of Supermicro and NVIDIA platforms, Azio AI supports stakeholders across the AI infrastructure value chain, including equipment analysis and modular data-center design [5] Investor Perspective - Sovereign and public-sector AI infrastructure is viewed as a growth vertical characterized by large-scale deployments and long-term infrastructure expansion [6] - Azio AI's positioning is expected to enhance long-term shareholder value through multi-year infrastructure initiatives, including hardware deployments and system upgrades [7] Outlook - Azio AI will continue to support technical evaluations and infrastructure modeling as Philippine authorities work towards their 2025 MIF restructuring objectives [8]

Dan Caplinger: Welcome to the tug of war phase that every bull market goes through, Travis. I got to tell you, this is normal. This is normal, folks. It might not seem like it. It might not make sense, but we see this just about every time. Early in the week, everybody was nervous about what NVIDIA was going to say. Were they go to be able to live up to the hype? Were they go to be able to beat expectations? Jenson Wong, no stranger to making high predictions as far as causing expectations to go through the ...

Core Insights - Astris AI, a subsidiary of Lockheed Martin, has launched the Astris AI for Government initiative aimed at enhancing trustworthy and secure AI applications for government agencies [1][3] - The initiative is designed to support the U.S. government's AI Action Plan, promoting American leadership in AI and addressing domestic acquisition reform priorities [3] Group 1: Initiative Overview - Astris AI for Government provides an integrated AI platform that enables government agencies to build, deploy, and sustain trusted AI solutions [2] - The initiative aims to eliminate fragmentation and procurement barriers, facilitating faster adoption of secure, mission-ready AI without vendor lock-in [3] Group 2: Applications and Benefits - The solutions allow federal agencies to process mission-critical data on-site while ensuring data protection, providing real-time insights without moving sensitive information off-network [5] - Potential applications include enhancing decision-making for wildfire management, energy protection, and advanced manufacturing across federal agencies [6] Group 3: Availability and Collaborations - The Astris AI for Government solutions are available through various procurement channels, including Oracle Marketplace, and feature integration with NVIDIA AI Enterprise software [7][10] - Collaborations with Oracle, NVIDIA, and Meta are established to enhance the capabilities of the Astris AI for Government solutions [9] Group 4: Future Developments - The initiative is expanding its partner ecosystem and is planning the development of a large-scale AI and simulation environment called PEARL, which will enhance operational analysis and AI testing [11]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Trending AI Stocks on Wall Street. On December 8, Bernstein SocGen Group raised the price target on the stock to $330.00 from $290.00, while maintaining an “Outperform” rating. The firm sees TSM as a “quality compounder” driven by CoWoS ramp, AI demand, and pricing power across nodes. According to the firm, increased CoWoS (Chip on Wafer on Substrate) capacity will serve as a major driver for revenue growth toward Taiwan Semi’s 5 ...

GameStop (NYSE:GME) is the O.G. of meme stocks, the company that sparked the retail trading frenzy in 2021 and turned it into a Wall Street punchline. But those glory days are ancient history. The once-dominant video game retailer just dropped its third-quarter earnings. While showing strong year-over-year profit growth, the core business is crumbling under the weight of digital downloads and subscription services. Its lone bright spot was once again collectibles, now 31% of revenue — up from 20% last year ...

Core Insights - Super Micro Computer, Inc. has expanded its NVIDIA Blackwell architecture portfolio with new liquid-cooled NVIDIA HGX B300 systems, enhancing GPU density and power efficiency for hyperscale data centers and AI factory deployments [1][2] Product Features - The new 2-OU (OCP) liquid-cooled NVIDIA HGX B300 system can support up to 144 GPUs in a single rack, designed for space-efficient racks while maintaining serviceability [2][5] - The 4U Front I/O HGX B300 Liquid-Cooled System offers similar compute performance in a traditional 19-inch EIA rack, capturing up to 98% of heat generated through liquid-cooling technology [3][5] - Both systems feature significant performance improvements, including 2.1TB of HBM3e GPU memory and doubled compute fabric network throughput up to 800Gb/s when integrated with NVIDIA Quantum-X800 InfiniBand [4][6] Efficiency and Cost Savings - Supermicro's DLC-2 technology allows data centers to achieve up to 40% power savings and reduce water consumption, eliminating the need for chilled water and compressors [6] - The new systems are designed to accelerate time-to-online for hyperscale, enterprise, and federal customers by being fully validated and tested before shipment [6] Market Positioning - The introduction of these systems expands Supermicro's portfolio of NVIDIA Blackwell platforms, which are optimized for a wide range of AI applications and use cases [7] - Supermicro positions itself as a leader in Application-Optimized Total IT Solutions, focusing on innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure [8]

Nowigence Announces Commercial Breakthrough with First Multi-Million-Dollar Order; Partners with MBuzz, an Elite NVIDIA AI Factory PartnerDecember 09, 2025 11:00 AM EST | Source: Nowigence IncAlbany, New York--(Newsfile Corp. - December 9, 2025) - Nowigence, Inc. (OTC Pink: NOWG), a leading provider of AI SaaS solutions with integrated cost-optimal infrastructure and hardware support, today announced a major commercial milestone: securing its first multi-million-dollar customer order. This lan ...

Key Takeaways NVTS outperformed peers as its GaN and SiC tech joins NVIDIA's 800-volt AI power ecosystem.Mid-voltage GaN and high-voltage SiC sampling expands NVTS' role across the full power path.Navitas shifts toward high-power markets with growth expected to build through 2026-27.Navitas Semiconductor ((NVTS) shares have rallied 172% year to date, outperforming the Zacks Electronics - Semiconductors industry’s growth of 52.9%. The stock also outperformed its industry peers, including Lam Research ((LRCX) ...