9日，英伟达重磅发布了专为海量上下文AI打造的CUDA GPU——Rubin CPX，将大模型一次性推理带入「百万Token时代」。NVIDIA创始人 兼CEO黄仁勋表示，Vera Rubin平台将再次推动AI计算的前沿，不仅带来下一代Rubin GPU，也将开创一个CPX的全新处理器类别。 「百万Token怪兽」出世！ 昨天（9日），NVIDIA突放大招，推出了Rubin CPX，这是一款专为大规模上下文推理而设计的全新GPU。 它的性能，是Vera Rubin NVL144平台的2倍多，是基于Blackwell Ultra的GB300 NVL72机架式系统的7.5倍！ 它具有单机架8 EFLOPS的NVFP4计算力、100TB高速内存与1.7 PB/s的内存带宽、128GB的高性价比GDDR7显存。 相比较NVIDIA GB300 NVL72系统，Rubin CPX带来了3倍的注意力机制处理能力。 性能巨兽，在变现能力上更是不容小觑。 每投入1亿美元，最高可以带来50亿美元的Token收入！ Rubin CPX开创CPX全新处理器类别 Rubin CPX基于Rubin架构构建，是首款专为海量上下文AI打造 ...

Larry Ellison is now the richest person in the world. Bloomberg is reporting that today Ellison's wealth hit nearly $400 billion. That is more than Elon Musk who previously held the top spot with 385 billion.Shares of Oracle just are surging roughly 40% today on track for its best day since 1992 after issuing what an extremely positive outlook specifically for cloud computing infrastructure revenue projections. In other words, how much they're going to spend on AI through the end of the decade. Oracle is a ...

Core Viewpoint - Oracle is transforming from a traditional database company to a key player in the AI infrastructure wave, with a bold prediction of doubling its revenue in the next three years, making it a hot investment opportunity akin to "the new Nvidia" [1] Group 1: Financial Performance - Oracle's remaining performance obligations (RPO) grew over twofold in three months, reaching $455 billion, with expectations of surpassing $500 billion soon due to ongoing negotiations for additional multi-billion dollar contracts [1] - The company forecasts its cloud infrastructure revenue to reach $114 billion by fiscal year 2029, a significant increase from just over $10 billion as of May this year [1] - Following this news, Oracle's stock price surged 35% on Wednesday, marking a nearly 100% increase year-to-date and bringing the company's market capitalization close to $950 billion [1] Group 2: Competitive Landscape - Oracle's bold predictions stand out in a market where competitors like Microsoft, Google, and Amazon do not separately report AI-related revenues, reflecting a unique confidence in the sustainability of the AI trend [3][4] - The company is led by Chairman Larry Ellison, known for his boldness in the tech industry, which contributes to Oracle's distinct approach in the competitive landscape [3][4] Group 3: Challenges and Opportunities - The key challenge for Oracle lies in converting its RPO into actual revenue, which depends on the company's ability to build the necessary infrastructure to fulfill these contracts, including power, licenses, and critical equipment like Nvidia GPUs [5] - Analysts highlight Oracle's significant advantages, including top-tier technical expertise, ample funding, and deep support from Nvidia, positioning it well to capitalize on the growing demand for AI training and inference [6] - The shift in AI focus from training to inference is expected to provide Oracle with a more stable revenue source, although the company has set ambitious targets with a forward P/E ratio of approximately 48 times [6]

通过发布Rubin CPX，英伟达将推理计算过程拆分为上下文与生成两个阶段，分别由两块GPU运算，效率最高可达现有旗舰机架的6.5倍。 （NVIDIA Vera Rubin NVL144 CPX机架与托盘，来源：公司博客） 英伟达透露，搭载Rubin CPX的Rubin机架在处理大上下文窗口时的性能，能比当前旗舰机架GB300 NVL72高出最多6.5倍。 据悉，下一代旗舰机架将提供8exaFLOPs的NVFP4算力，比GB300 NVL72高出7.5倍。同时单个机架就能提供100TB的高速内存和1.7PB/s的内存带宽。 言归正传，英伟达之所以要在Rubin GPU边上再配一块Rubin CPX GPU，自然是为了显著提升数据中心的算力效率——用户购买英伟达的芯片将能赚到更 多的钱。英伟达表示，部署价值1亿美元的新芯片，将能为客户带来50亿美元的收入。 全球人工智能算力芯片龙头英伟达周二宣布，推出专为长上下文工作负载设计的专用GPU Rubin CPX，用于翻倍提升当前AI推理运算的工作效率，特别 是编程、视频生成等需要超长上下文窗口的应用。 英伟达CEO黄仁勋表示，CPX是首款专为需要一次性处理大量知识（ ...

本轮融资由现有投资者贝莱德、淡马锡控股、Baillie Gifford领投，英伟达旗下风险投资部门、卡塔尔投 资局等新晋机构跟投。融资完成后，PsiQuantum估值升至70亿美元。 值得注意的是，就在上周四，英伟达还投资了另一家量子计算公司Quantinuum。英伟达首席执行官黄仁 勋今年调整了他对量子计算的预期。他在6月份表示，量子计算技术正在迎来拐点，成为一种实用的计 算方式的时间比预想的更早。 PsiQuantum还披露与英伟达达成战略合作，重点将量子硬件与AI芯片做整合，并联合开发可跑在GPU上 的量子算法。 近期以来，全球量子赛道融资不断升温：芬兰量子计算初创公司IQM完成3.2亿美元的新一轮融资，跻 身独角兽；美国Infleqtion借SPAC上市，估值18亿美元。 "我认为这是投资界的一种表态，资本正在插旗，宣布量子计算的游戏正式开始了，"PsiQuantum联合创 始人兼首席执行官Jeremy O'Brien表示。 量子计算独角兽PsiQuantum完成10亿美元融资，估值升至70亿美元，计划2027年底交付首台 百万量子比特商业级量子计算机。 当地时间周三，量子计算独角兽PsiQuantu ...

Wall Street is heading for more records on Wednesday following a surprisingly encouraging report on inflation and a stunning forecast for growth from Oracle because of the artificial-intelligence boom.The S&P 500 rose 0.2% and was on track to set an all-time high for a second straight day. The Dow Jones Industrial Average was down 221 points, or 0.5%, as of 2:33 p.m. Eastern time, and the Nasdaq composite was mostly unchanged after both likewise set records the day before.Stocks have been hitting records in ...

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Company Overview - Oracle's stock has reached a new record high, increasing over 41% due to a strong outlook driven by AI demand [1][4][9] - Analysts have raised their price targets for Oracle significantly, with BFA increasing from $295 to $368, Citigroup from $310 to $410, and UBS from $280 to $360 [8] Financial Performance - Oracle's remaining performance obligations (RPO) stand at $455 billion, reflecting a 359% year-over-year increase [9] - The company is expected to see its cloud infrastructure growth surge from $10 billion to $140 billion over the next five years [6] Market Dynamics - The AI trade has been a dominant force in the market, providing a catalyst for growth amid challenging economic conditions [4][17] - There is a suggestion that the current market rally is not broad-based but primarily driven by AI-related stocks [17][18] Competitive Landscape - Oracle is benefiting from overflow demand from major players like Microsoft, Google, and Amazon, indicating strong competitive positioning in the AI space [10] - Other companies in the AI ecosystem, such as Cisco and Broadcom, are also being highlighted as potential beneficiaries of the ongoing AI momentum [15][19] Investment Sentiment - The prevailing sentiment among analysts is to participate in the AI trade rather than wait for a market correction, as the momentum is expected to continue [7][21] - There is a recognition that not all tech stocks will move in tandem, with Oracle currently being a standout performer [14][15]

Nvidia stock climbed 4% on Wednesday as investors cheered two major developments: the company's renewed access to the Chinese market and its continued dominance in AI chip technology. ...

Key Takeaways Cadence added NVIDIA DGX SuperPOD with DGX GB200 to its Reality Digital Twin Platform.The platform enables AI factory designs that account for cost, power, cooling and space.Users can simulate failures, upgrades and performance to optimize projects pre and post-build.Cadence Design Systems, Inc. (CDNS) has announced a major expansion of its Cadence Reality Digital Twin Platform with the addition of a digital twin of NVIDIA DGX SuperPOD with DGX GB200 systems. This new model of NVIDIA’s (NVDA) ...