Core Viewpoint - The Vice Chairman of the China Semiconductor Industry Association, Wei Shaojun, suggests that Asian countries, including China, should abandon reliance on NVIDIA's GPUs for AI development to reduce dependence on U.S. technology [1] Group 1: Industry Trends - Asian countries are currently imitating the U.S. in developing algorithms and large models, primarily using NVIDIA or AMD GPUs for training large language models, which limits autonomy and increases dependency on U.S. technology [1] - The domestic GPU market in China is witnessing a significant shift, with the share of domestic computing power in the data center accelerator card market rising from 14% to 34.6% from 2023 to 2024 [2] - Predictions indicate that by 2027, the proportion of domestic AI chips in China will soar from 17% in 2023 to 55%, while the share of U.S. suppliers like NVIDIA and AMD will drop from 83% to 45% [2] Group 2: Company Developments - NVIDIA's H20 chip has faced significant market challenges following the exposure of serious security issues, with the company reportedly not selling any new H20 chips in the domestic market as of July, and only releasing $180 million worth of inventory to other regions in the second fiscal quarter [1] - The rise of companies like DeepSeek demonstrates that Chinese enterprises can achieve significant breakthroughs in algorithms even without the most advanced hardware [2] - Wei Shaojun emphasizes the need for domestic companies to focus on creating new types of chips specifically designed for large model development, rather than continuing to rely on NVIDIA's GPUs originally designed for gaming and industrial graphics [2]

Group 1 - OpenAI and Nvidia's CEOs plan to announce a multi-billion dollar investment in UK data centers during a visit with President Trump [1] - The collaboration involves Nscale Global Holdings Ltd., a London-based data center company, with OpenAI expected to invest billions [1] - The total investment from US companies in the UK is anticipated to reach hundreds of billions during Trump's visit [1] Group 2 - OpenAI is seeking to expand its operations in Europe amidst stricter regulations and skepticism towards Silicon Valley tech [2] - The "OpenAI for Countries" initiative aims to extend the Stargate data center project overseas, with a new data center in Norway supported by Nscale and Aker ASA [2] - Nscale has committed to investing $2.5 billion in the UK data center industry over three years, including a site in Essex capable of housing 45,000 Nvidia GB200 AI chips [2]

Group 1 - D.A. Davidson raised Nvidia's target price from $195 to $210, indicating a positive outlook for the company [1] - The rating was upgraded from "Neutral" to "Buy," suggesting increased confidence in Nvidia's future performance [1]

Market Overview - On September 12, the storage sector experienced a significant opening surge, with companies like Deminor hitting the daily limit, and others such as Dongxin Co., Jiangbolong, and others seeing substantial increases [1] Company Insights - **Xingsen Technology (002436.SZ)**: A pioneer in the domestic IC packaging substrate industry, with applications in mobile memory modules [3] - **Deminor (001309.SZ)**: Transitioning from losses and planning to reduce holdings; has established a comprehensive storage product matrix including mobile storage and solid-state drives [3] - **Dongxin Co. (688110.SS)**: One of the few companies in mainland China providing a full range of storage chips including NAND Flash, NOR Flash, and DRAM [3] - **Jiangbolong (301308.SZ)**: A leading domestic storage module company, with memory products covering mainstream types like LDDR memory modules [3] - **Beiyi Innovation (603986.SS)**: A leader in the storage field, focusing on the development and sales of memory chips and microcontrollers, ranking first globally in non-foundry Flash supply [3] Industry Trends - Major US storage leaders like Micron and SanDisk saw collective gains, with SanDisk announcing a 10% price increase across all channels for consumer products, indicating a potential new pricing cycle due to changing supply-demand dynamics [5][6] - The global DRAM market size increased approximately 17% quarter-on-quarter to $30.9 billion in Q2 2025, driven by the rise of generative AI and increasing demand for DRAM contracts and HBM shipments [6] - Nvidia's launch of the RubinCPX GPU aims to enhance speed in handling massive data, utilizing GDDR7 memory, which could lead to increased demand for DRAM [5][6] - The establishment of Changchun's third phase company marks a significant step in China's semiconductor industry, potentially breaking the monopoly of Samsung and SK Hynix in the NAND market [6]

OpenAI and Nvidia plan to pledge support for billions of dollars in UK data center investments when they head to the country next week at the same time as U.S. President Donald Trump, Bloomberg News r... ...

超微电脑表示，该公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300NVL72机架。 早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 截至发稿，超微电脑盘后涨4.10%。 超微电脑(SMCI.US)周四表示，已开始批量交付英伟达(NVDA.US)Blackwell Ultra解决方案。 ...

Super Micro has maintained that its record of fast deployments of new Nvidia technologies is an advantage to customers. ...

Super Micro Computer, Inc. SMCI shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. NVDA Blackwell Ultra solutions. SMCI stock is climbing. See the real-time chart here. The Details: Supermicro announced the broad availabilty of its Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. Read Next: Opendoor Returns To ‘FounderMode’—Stock SoarsThe company said the solutions are purpose-built and pre-valid ...

Mackenzie Seagalos with those details. What do we know here. Hey Scott.So those shares started to jump up after the company unveiled Quen 3. That's the next generation of its AI model. Now Alibaba says it's more efficient, built to deliver stronger performance while cutting computational costs.This is open source, similar to Deepseek's R1 model, and analysts say that it is a serious threat to rivals in China as well as to the big LLM makers like OpenAI and Anthropic here in Silicon Valley. BU shares also cl ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 11, 2025 /PRNewswire/ --Â Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced the broad availability of its NVIDIA Blackwell Ultra solutions. Supermicro is now delivering Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. These solutions are purpose-built and pre-validated at system, rack, and data center scale before shipping, enabling ra ...