Core Insights - Quantum computing startup PsiQuantum has raised $1 billion in its latest funding round, achieving a valuation of $7 billion [1] - The company announced a collaboration with Nvidia aimed at accelerating the development of quantum computing technology [1] Funding Details - PsiQuantum's recent funding round totaled $1 billion, contributing to a total valuation of $7 billion [1] - This significant capital injection indicates strong investor confidence in the potential of quantum computing [1] Collaboration with Nvidia - The partnership with Nvidia is focused on enhancing the speed of quantum computing development [1] - This collaboration may leverage Nvidia's expertise in high-performance computing to advance PsiQuantum's technology [1]

Following the agreement with Nvidia ( NVDA ), Navitas Semiconductor (NASDAQ: NVTS ) recorded an extraordinary 164% rise on the stock market. Despite investor interest, if we take a closer look at the financial statements, the story is less promisingHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asse ...

Core Insights - Hyperscale Data, Inc. announced a strengthened collaboration with a leading Silicon Valley cloud services provider through its subsidiary Alliance Cloud Services, following the successful deployment of NVIDIA GPUs at its Michigan facility [1][2][3] - The deployment has validated ACS's capability to provide AI and HPC infrastructure for enterprise clients, establishing the Michigan facility as a trusted destination for GPU-driven workloads [2][3] - The company aims to expand ACS's capacity to meet the growing demand for AI solutions, positioning itself as a premier partner for advanced AI applications [3][4] Company Overview - Hyperscale Data operates through its subsidiary Sentinum, which manages a data center for digital asset mining and colocation services, targeting the emerging AI ecosystem [6] - The company is also involved in acquiring undervalued businesses and disruptive technologies through its other subsidiary, Ault Capital Group, Inc. [6] - A divestiture of ACG is expected in the first quarter of 2026, which will allow Hyperscale Data to focus on data center operations and digital asset holdings [7][8] Market Position - The demand for AI computing is surging, prompting Hyperscale Data and ACS to broaden their infrastructure and deepen strategic partnerships to support enterprise AI innovation [4] - By leveraging NVIDIA's GPU technology and advanced power infrastructure, ACS is well-positioned to cater to the needs of enterprise and cloud providers globally [3]

Group 1 - Huang Renxun's shift from skepticism to support for quantum computing has generated significant excitement in the tech industry [1][2] - NVIDIA has officially entered the quantum computing sector by investing in Quantinuum, a company controlled by Honeywell International, with a valuation of $10 billion [1][2] - Huang Renxun announced the launch of the open-source quantum development platform CUDA-Q, aimed at bridging quantum computing and classical high-performance computing [1][4] Group 2 - Quantinuum, formed by the merger of Honeywell's quantum solutions division and Cambridge Quantum Computing in 2021, focuses on ion trap quantum computing and has seen its valuation double from $5 billion to $10 billion in just 18 months [2][3] - Huang Renxun previously expressed doubts about the commercial viability of quantum computing, suggesting it could take decades for practical applications to emerge [2][3] Group 3 - Following a public apology in March 2025, Huang Renxun acknowledged his previous misjudgments regarding the timeline for quantum computing commercialization [3] - NVIDIA's investment in Quantinuum is part of a broader strategy to enhance its quantum computing capabilities, including the establishment of a quantum research center in Boston [7][12] Group 4 - The integration of quantum computing and AI is a central theme in Huang Renxun's vision, with CUDA-Q designed to enable hybrid programming that utilizes GPU, CPU, and QPU resources [5][6] - Huang Renxun predicts exponential growth in quantum computing capabilities, likening it to Moore's Law, with qubit counts expected to increase tenfold every five years [6] Group 5 - The global interest in quantum computing is rising, with significant investments being made by various tech giants, including a $620 million funding round for PsiQuantum led by BlackRock [8][9] - The emergence of European quantum computing unicorns, such as IQM, highlights the growing competitive landscape in the quantum sector [9] Group 6 - The U.S. capital market is experiencing a surge in quantum computing investments, with over 200 companies now operating in this space [11] - Quantum computing is anticipated to revolutionize various fields, including AI, by drastically reducing computation times for complex tasks [11][12]

9月10日消息，据外媒路透社报道，英伟达（NVIDIA）宣布推出新一代芯片系统Rubin CPX，专为应对AI视频生成、大规模 软件开发等复杂任务设计，计划于2026年底正式上市。 这一战略级产品被外媒视为英伟达巩固其在AI基础设施领域霸主地位的关键落子，其单芯片算力达30千万亿次浮点运 算（30 petaflops），并首次实现"百万级token"上下文推理能力。 据分析，Rubin CPX的核心创新在于其分离式推理架构，将AI计算拆分为"上下文理解"与"内容生成"两个独立阶段。在上下 文处理阶段，芯片通过高吞吐量计算快速解析海量输入数据（如完整代码库、长视频内容），其128GB GDDR7内存与每秒1.7千 万亿字节的内存带宽可支持单芯片同时处理100万个token的上下文信息，相当于连续解析1小时的高清视频内容或百万行代码。而 在生成阶段，芯片通过优化后的高速互连技术实现快速响应，整体注意力处理效率较前代GB300 NVL72系统提升3倍。 英伟达方面强调："随着华尔街越来越关注向人工智能硬件投入数千亿美元所带来的回报，在这些新系统上投资 1 亿美元可 以帮助产生 50 亿美元的象征性收入。" ...

每经编辑｜吴永久 周三，在美股甲骨文盘前暴涨超29%的消息刺激下，A股AI硬件股大涨，胜宏科技、工业富联、景旺电子等暴涨。 消息面上，引发市场狂热的是，甲骨文宣布未实现履约义务（尚未确认的已签约收入）已经达到4550亿美元，同比暴增359%，其中仅第一季度就新增了 3170亿美元。这一爆炸性增长主要源于公司与OpenAI、xAI、Meta等一系列顶尖AI公司签订了大规模云合同，使其成为AI模型训练的关键基础设施提供 商。首席执行官Safra Catz直言："甲骨文已成为AI工作负载的首选之地。"这些合同的签订，意味着甲骨文的云基础设施（OCI）已成为训练尖端AI模型 的关键平台。基于强劲的需求和已锁定的合同，Safra Catz对未来给出了极为乐观的指引。她预计，甲骨文云基础设施（OCI）本财年将增长77%至180亿 美元，并在未来四年内依次增长至320亿美元、730亿美元、1140亿美元和1440亿美元。 在每日经济新闻App举办的掘金大赛中，第73期比赛在周一开始，目前开赛三天，比赛时间一周，目前选手们踊跃报名入场。大赛为模拟炒股，模拟资金 50万元。报名时间为9月6日到9月12日，比赛时间为9月8日到9 ...

每经AI快讯，9月10日，半导体板块美股盘前普涨。AMD涨3.5%，英伟达涨1.9%，博通涨2.2%。 （文章来源：每日经济新闻） ...

每经AI快讯，9月10日，半导体板块美股盘前普涨。AMD涨3.5%，英伟达涨1.9%，博通涨2.2%。 ...

英伟达(NVDA.US)盘前涨约2%。消息上，英伟达发布新一代Rubin CPX芯片系统，专门针对AI视频生 成和软件开发等大规模上下文处理任务，强化AI编码和视频处理能力。Rubin CPX定于2026年底上市， 采用卡片形式，可集成到现有服务器设计中或作为独立计算设备在数据中心运行。据悉，这款芯片系统 在技术规格上实现重大突破。(格隆汇) | NVDA 英伟达 | | | | --- | --- | --- | | 170 760 ↑ +2.450 +1.46% | | 收盘价 09/09 16:00 美东 | | 173.990 + 3.230 +1.89% | | 盘前价 09/10 04:49 美东 | | 三 72 24 13 15 15 1 1 1 0 白选 | | ● 快捷交易 | | 最高价 170.980 | 开盘价 169.090 | 成交量 1.58亿 | | 最低价 166.740 | 昨收价 168.310 | 成交额 266.36亿 | | 平均价 169.068 | 市盈率TM 48.65 | 总市值 4.15万亿 (…) | | 振 幅 2.52% | 市盈率(静) 58.0 ...

每经AI快讯，9月10日，英伟达概念股CoreWeave盘前涨超8%，前一交易日股价收盘涨超7%。 ...