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AI Adoption : Demand for AI Chips Shows No Signs of Slowing Down in 2026
Crowdfund Insider· 2025-12-31 15:11
As 2025 now finally concludes with unprecedented revenue for the AI-focused semiconductor sector, industry analysts anticipate even stronger performance in 2026, fueled by a relentless appetite for processors essential to artificial intelligence advancements. Major chipmakers collectively surpassed $400 billion in sales this year—the highest on record—largely due to explosive growth in AI-related hardware.Industry professionals describe the surge in AI accelerators, high-bandwidth memory, and supporting com ...
美股三大指数小幅高开,英伟达涨超1%
Feng Huang Wang Cai Jing· 2025-12-31 14:50
凤凰网财经讯 12月31日,美股三大指数小幅高开,道指涨0.03%,标普500指数涨0.05%,纳指涨 0.08%。英伟达开盘涨超1%。耐克上涨1.5%,此前首席执行官Elliott Hill增持了公司股票。 公司消息 【特斯拉在韩国大幅下调电动车售价,最高降幅达6490美元】 据报道,特斯拉在韩国对Model 3轿车和Model Y运动型多用途车的价格进行了下调,最高降幅达940万 韩元(约合6490美元)。 其中Model 3高性能全轮驱动版现售价为5999万韩元,较此前6939万韩元的定价有所下降。两款Model Y 车型价格也下调约300万韩元。 报道称,此举可能旨在吸引消费者,为即将上市的新车型预热。 【软银:完成对OpenAI的225亿美元追加投资,总持股比例约11%】 12月31日,软银集团在一份声明中表示,已于12月26日完成对OpenAI的225亿美元追加投资,至此已完 全履行其3月承诺的对OpenAI投资义务,目前在OpenAI的总持股比例约为11%。软银称,加上其他第三 方共同投资者超额认购并增额参与的110亿美元,最终总额410亿美元的投资承诺现已全额到位。 【特朗普移动据悉推迟原定今 ...
美股异动 | 台积电(TSM.US)涨超1% 传英伟达追加H200芯片订单
智通财经网· 2025-12-31 14:47
智通财经APP获悉,周三,台积电(TSM.US)涨1.59%,报304.34美元。据报道,消息人士表示,为满足 客户强劲的需求,英伟达正就新款H200芯片订单接洽台积电;英伟达目前H200芯片库存仅有70万颗, 而订单量已达200万颗;台积电预计将于2026年第二季度开始扩大产能。 ...
美股三大指数小幅上涨,英伟达涨1.4%
Ge Long Hui· 2025-12-31 14:42
美股开盘,三大指数小幅上涨,纳指涨0.01%,标普500指数涨0.02%,道指涨0.03%。 台积电涨1.7%,英伟达涨1.4%,消息人士称英伟达正就新H200芯片订单接洽台积电。 特朗普媒体科技集团涨超4%,此前宣布计划向股东分发数字代币。 耐克涨1.7%,公司CEO Elliott Hill近日斥资约100万美元增持股票。 (格隆汇) ...
巴菲特将正式退休;英伟达正与台积电洽谈新H200芯片订单;三大期指齐跌,美联储官员对货币政策预期分歧明显【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-12-31 12:20
每经编辑|何小桃 ⑨ 北京时间12月31日21:30,12月27日当周首次申请失业救济人数。 (免责声明:文章内容和数据仅供参考,不构成投资建议。投资者据此操作,风险自担。) ② 【大型科技股齐跌】大型科技股盘前齐跌。截至发稿,亚马逊下跌0.27%,苹果下跌0.34%,谷歌下跌0.45%,Meta下跌0.44%,微软下跌0.15%。 ③【特斯拉在韩国大幅下调电动车售价,最高降幅达6490美元】12月31日,据媒体报道,特斯拉在韩国下调了Model 3轿车和Model Y运动型多用途车的价 格,最高降幅达940万韩元(约合6490美元)。其中,Model 3高性能全轮驱动版现售价为5999万韩元,较此前6939万韩元的定价有所下降。两款Model Y 车型价格也下调约300万韩元。截至发稿,特斯拉下跌0.25%。 ④ 【英伟达正与台积电洽谈新H200芯片订单】12月31日,据媒体援引知情人士透露,英伟达正努力满足客户对其H200 AI芯片的强劲需求,并已与代工制 造商台积电接洽,以提高产量。消息人士称,英伟达已要求台积电开始生产这些额外的芯片,预计将于2026年第二季度开始生产。截至发稿,英伟达下跌 0.37% ...
Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2026: Where Will It Be in 1 Year (Dec 31)
247Wallst· 2025-12-31 12:20
Core Insights - Nvidia Corp. has experienced a slight decline in its share price over the past week following the announcement of a significant $14 billion order for chips from ByteDance and the completion of a $5 billion investment in Intel [1] Company Developments - Nvidia announced a $14 billion order for chips from ByteDance, indicating strong demand for its products [1] - The company finalized a $5 billion investment in Intel, which may enhance its strategic positioning in the semiconductor industry [1]
How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China
CNBC· 2025-12-31 12:00
On Dec. 8, Federal prosecutors in Texas unsealed documents that revealed an investigation into a massive smuggling network that stretched across the U.S. and the world. Dubbed "Operation Gatekeeper" by the feds, the investigation wasn't focused on drug smuggling or stolen goods but rather an alleged secret, underground network of suppliers for Nvidia's graphic processing units, or GPUs. Such chips are the backbone of the AI race, and can be used for military or civilian purposes. The government said a hidde ...
Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review
Yahoo Finance· 2025-12-31 11:00
Jan. 21 — Joined by SoftBank CEO Masayoshi Son, OpenAI chief Sam Altman, and Oracle CEO Larry Ellison in the Oval Office, Trump announces the $500 billion "Stargate" project to build AI infrastructure in the US.After topping $100,000 for the first time in December 2024, bitcoin hits a record high above $109,000 in the hours before Trump's swearing in.Jan. 20 — Donald Trump is sworn in for a second term as US president. His first hours in office see the president sign a series of executive orders , including ...
Nvidia Changed the AI Market With This Recent Licensing Agreement
The Motley Fool· 2025-12-31 10:52
Nvidia licenses Groq's inference chip technology to improve its AI solutions.In today's video, I discuss recent updates affecting Nvidia (NVDA 0.36%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 26, 2025. The video was published on Dec. 26, 2025. ...
Nvidia Stock Is in a Rut. This Could Get It Going Again.
Barrons· 2025-12-31 10:30
Core Insights - Nvidia shares are currently experiencing a drift, but there are reports indicating strong demand for its artificial intelligence processors in China, which could suggest potential future gains for the company [1] Company Summary - Nvidia is seeing fluctuating share prices, yet the demand for its AI processors in the Chinese market remains robust, hinting at possible growth opportunities ahead [1]