Core Viewpoint - NexMetals Mining has achieved a significant metallurgical breakthrough at its Selebi Mines in Botswana, allowing for the production of both copper and nickel concentrates, which may reduce capital expenditures and operational complexities [1][3][4]. Company Overview - NexMetals Mining owns two previously-producing copper-nickel-cobalt mines in Botswana, a Tier 1 mining jurisdiction [1]. - The Selebi Mines were operational from 1980 to 2016, producing 40 million tonnes of ore before being placed in Care & Maintenance due to low metal prices and smelter issues [2]. Metallurgical Breakthrough - The metallurgical program has created the option to produce saleable copper and nickel concentrates without the need for an on-site smelter, leading to significant reductions in capital expenditure and operational complexity [3][4][9]. - Initial recoveries show a copper concentrate with a grade of 27.6% and an 87% recovery rate, while nickel concentrate has a grade of 10.5% with a 55.9% recovery rate [7][8]. Economic Context - The demand for critical metals, particularly copper, has surged due to the green energy transformation, with copper prices increasing by 92% over the last five years, from USD $2.36/lb to $4.50/lb [11]. - Botswana's economy, traditionally reliant on diamond exports, is looking to diversify through copper production, which is seen as a key area for job creation and economic growth [16][17]. Future Prospects - The results from the metallurgical advancements will be incorporated into an updated mineral resource estimate, expected to show significant improvements over previous estimates [19]. - The company has received substantial investment, with a $46 million equity financing round, indicating strong institutional interest in its assets [12].

Kevin Green, senior markets correspondent, joins me now to help set up the action today. All right. Uh KG, before we get into the potential triggers for today, we've got obviously CPI on our radar.Let's talk about this overall market momentum. Uh you know, for some people I talked to, it feels like a bit of a head scratcher, not just because of the seasonality of September, but just, you know, just this continual climb that you see in equities. Uh how would you characterize where we stand now.I would agree. ...

AI stocks 2025: While tech giants like Nvidia and Palantir Technologies continue to make headlines in the booming artificial intelligence (AI) industry, a much smaller player has quietly outperformed them both in 2025 and by a wide margin.Nebius Group Stock Surges 136% in 2025, Beating Nvidia and PalantirNebius Group (NASDAQ: NBIS), a Dutch company focused on AI-driven data centers, has seen its stock soar 136% so far this year, as per a report. That’s well ahead of Nvidia’s 24% gain and Palantir’s 102% ris ...

AI Infra Summit Takeaways 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 09 Sep 2025 18:24:29 ET │ 11 pages NVIDIA Corp (NVDA.O) CITI'S TAKE Today, NVIDIA's VP of Hyperscale and High-Performance Computing, Ian Buck, reiterated the company's goal to accelerate Gen AI adoption through GPU-powered data centers at AI Infrastructure Conference in Santa Clara, California. While various discussions emerged during the keynote, we highlight the following two: 1) The new Rubin CPX GPU which when combined with Vera and Rubin can delive ...

All right. What do you think about this idea here that Oracle is the next Nvidia. I I think there's one important difference between the two companies.Nvidia has a moat where Oracle actually benefits from the overflow of some of the hyperscalers. So, it seems like they're actually coming at two different sides of this. But what are your thoughts.Yeah, you can see where they're similar, right. These are legacy tech names um that are involved in AI. These are companies that have been around for a long time um ...

Core Insights - Nvidia has significantly benefited from the AI boom, achieving a market cap of $4 trillion [1] - The company reported $46.74 billion in revenue and adjusted earnings per share of $1.05 in its latest quarterly report, with its GPUs being central to AI training and deployment [2] - Nvidia's stock has surged 1,350% over the past five years, with a total all-time return of 443,225% since its IPO in 1999 [3] Financial Performance - Nvidia's recent quarterly revenue reached $46.74 billion, with adjusted earnings per share climbing to $1.05 [2] - The stock price has increased from $12 at IPO to $177, reflecting a substantial growth trajectory [3] Market Position and Growth Potential - The company is diversifying into areas like processing-as-a-service and robotics, which may enhance its competitive edge [3] - CEO Jensen Huang forecasts global data center spending could reach $3-4 trillion by 2030, with potential revenue of up to $1.2 trillion from this sector [7] Competitive Landscape - Despite impressive gains, there are concerns about the sustainability of growth due to intensifying competition and uncertain trade relations with China [4] - Nvidia does not factor potential sales from Chinese markets into its forecasts, indicating caution in its outlook [4] Analyst Sentiment - Wall Street remains bullish on Nvidia, with 35 "Buy" ratings, three "Holds," and one "Sell," and a 12-month average price target of $210.08 [5] - The company is expected to benefit from advancements in AI technologies, particularly in personalized and edge AI [8]

近日，量子计算独角兽PsiQuantum宣布完成10亿美元的新一轮融资，英伟达风险投资部门现身投资机构 名单。这是近期英伟达风投第二次出手量子计算赛道。英伟达CEO黄仁勋对量子计算从"怀疑"变为"支 持"，仅仅用了两个月。而从"支持"到连续"买入"，则花了不到半年时间。 此外，PsiQuantum的技术路线与其他主要竞争对手有着本质区别。传统的量子计算公司通常使用原子、 离子或超导材料制成的量子比特，这些都是具有质量且通常固定在某个位置的物理对象。而PsiQuantum 选择了一条不同的道路，使用没有质量的光子，也就是光的粒子，作为量子比特，这些被称为"飞行量 子比特"的光子具有独特优势。 "只有构建真实的东西才能释放量子计算的前景。"PsiQuantum联合创始人兼首席执行官杰里米.奥布莱 恩说。"我们从第一天起就定义了需要什么：这是一个巨大的工程挑战，而不是一个科学实验。我们首 先在架构和芯片层面解决了最棘手的问题，现在正在美国的半导体工厂大规模生产一流的量子光子芯 片。有了这笔资金，我们已准备好采取下一步决定性步骤，以充分发挥量子计算的潜力。" "在我们开始近九年后，我们已将这项技术推向了前所未有的成熟 ...

Market Analysis by covering: Oracle Corporation, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Asian shares are mostly higher, buoyed by gains of tech-related stocks after Wall Street inched to more records following a surprisingly encouraging report on inflation and a stunning forecast for growth from Oracle because of the AI boomA currency trader passes by a screen showing the Korea Composite Stock Price Index (KOSPI), top center left, and the foreign exchange rate between U.S. dollar and South Korean won, top center, at the foreign exchange dealing room of the Hana Bank headquarters in Seoul, Sout ...

Core Insights - Wowza is showcasing the capabilities of edge computing at IBC 2025, emphasizing the integration of its Streaming Engine with NVIDIA Jetson Orin Nano for enhanced streaming and AI features [1][5] Group 1: Technology and Features - Real-time object detection and classification are demonstrated using Jetson Orin Nano, capable of analyzing multiple HD video feeds reliably at the edge, even in secure environments [2] - On-device captioning and translation are generated instantly without relying on cloud services, ensuring accessibility and privacy [3] - The latest version of Wowza Streaming Engine is optimized for ARM architecture, particularly the Jetson Orin Nano, achieving up to 30% reduction in infrastructure costs [4] Group 2: Company Perspective - The CTO of Wowza highlights the flexibility of using compact devices like Jetson Orin Nano, allowing seamless streaming solutions across various infrastructures, optimizing performance, cost, and scalability [5] - Wowza is recognized for providing flexible video infrastructure solutions that cater to diverse applications, including surveillance, events, and entertainment, with a focus on deployment control and reliability [6]