ubin CPX GPU提供30petaflops算力，较GB300NVL72系统注意力加速3倍。完整的Vera Rubin NVL144CPX平台提供8exaflops AI性能，是GB300NVL72系统的7.5倍。 英伟达发布其新一代Rubin CPX芯片系统，该系统专为处理大规模上下文AI任务而设计，尤其是在AI视 频生成和软件开发领域，能够实现数百万token的推理。Rubin CPX系统预计于2026年底上市，旨在通过 显著的算力和效率提升，巩固英伟达在AI基础设施市场的领先地位。 ...

Reflection AI, an artificial intelligence startup backed by Nvidia (NASDAQ:NVDA) and Sequoia Capital, is currently involved in a funding round that could value it at $5.5B, according to the Financial Times. Reflection, which was founded one year ago by former Google ...

Nvidia-backed Reflection AI is raising around $1 billion in a financing that will value the startup at up to $5.5 billion, the Financial Times reported on Tuesday, citing people familiar with the matt... ...

The combined operating cash flow and net cash of the "Magnificent Seven†could reach more than $1 trillion by the end of the year, analysts at HSBC estimated — and they have ideas as to how some of the companies could and should spend it. ...

Broadcom Inc (AVGO) stock is finally cooling off today, with the shares last seen down 2.2% at $338.18 after five-straight wins. The semiconductor giant, which has become a key AI player, gapped to a record high of $356.34 on Friday following strong fiscal third-quarter results. Despite a 46% year-to-date lead, there might still be some upward momentum left for the stock heading into the fourth quarter. The shares are hanging out around their all-time highs despite today's price action, trading above their ...

The AI and semiconductor industry has been through a raft of game-changing updates over the past month, each update with enough potential to alter the trajectory of growth being demonstrated by AI, the data center, andUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas su ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1] - The energy demands of AI technologies are immense, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] Energy Demand and Infrastructure - AI is described as the most electricity-hungry technology, with significant implications for global power grids and energy supply [2] - The company in focus is positioned to benefit from the increasing demand for electricity, particularly as it owns nuclear energy infrastructure and is involved in large-scale energy projects [7][8] - The company is noted for being debt-free and having substantial cash reserves, which positions it favorably compared to other energy firms burdened with debt [8] Market Position and Investment Potential - The company is characterized as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] - It has a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] - The stock is described as undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity [10] Future Outlook - The article emphasizes the importance of investing in AI as a means to participate in the technological revolution, with a focus on the influx of talent and innovation in the field [12][13] - The potential for substantial returns is highlighted, with projections of over 100% returns within 12 to 24 months for investors who act quickly [15]

Nvidia said on Tuesday it would launch a new artificial intelligence chip by the end of next year, designed to handle complex functions such as creating videos and software. ...

Core Insights - Nvidia announced the Rubin CPX GPU, designed for context windows larger than 1 million tokens, at the AI Infrastructure Summit [1] - The Rubin CPX is part of Nvidia's upcoming Rubin series and is optimized for processing large sequences of context, enhancing performance in long-context tasks such as video generation and software development [1] - Nvidia reported $41.1 billion in data center sales in its most recent quarter, reflecting the company's strong financial performance [2] - The Rubin CPX is expected to be available by the end of 2026 [2]

Group 1: Lachlan Murdoch's Control of Media Empire - Lachlan Murdoch has successfully gained control of the Murdoch family media empire in a $5 billion battle, overseeing assets under News Corp and Fox Corp, including the Wall Street Journal and The Sun [2][3] - Lachlan's siblings will no longer have voting rights in the family trust, which has been a point of contention, and each sibling will receive $1.1 billion funded by the sale of shares [3][4] Group 2: Future Challenges and Strategic Direction - The media landscape is evolving, necessitating changes in strategy to adapt to digital shifts, advertising challenges, and competition from alternative media platforms like podcasts and social media [4] - Fox has launched a new streaming service, Fox One, which will compete against other media entities following significant mergers in the industry [4][5] Group 3: Market Reactions and Broader Implications - News Corp and Fox Corp's boards have expressed support for Lachlan Murdoch's leadership, emphasizing its importance for the companies' future strategies [5] - The situation mirrors Rupert Murdoch's past actions in the 1990s, indicating a historical pattern of consolidating control within the family [4]