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]

Core Points - Salarius Pharmaceuticals has regained compliance with Nasdaq's Minimum Bid Price Requirement as of September 4, 2025 [1][2] - The company has until October 20, 2025, to comply with Nasdaq's Equity Standard Requirement [2] - Salarius will be under a Mandatory Panel Monitor for one year starting September 4, 2025, to ensure compliance [3] Merger Details - Salarius announced a definitive merger agreement with Decoy Therapeutics, a preclinical biopharmaceutical company, on January 13, 2025 [4] - The merger aims to create value through Decoy's peptide conjugate therapeutics pipeline, targeting unmet medical needs in respiratory infectious diseases and GI oncology [5] - The combined company will incorporate Salarius' SP-3164 into a peptide-based PROTACS drug candidate [5] Leadership and Development Plans - The new company will be led by Decoy's co-founders and Salarius' acting CEO and CFO [6] - Decoy plans to advance its lead asset, a pan-coronavirus antiviral, to an IND application with the FDA within the next 12 months [7] - Salarius' seclidemstat is being evaluated in a Phase 1/2 clinical study for hematologic cancers [8] About Decoy Therapeutics - Decoy Therapeutics focuses on designing and manufacturing peptide conjugate drug candidates using machine learning and AI [9] - The company has received funding from various sources, including institutional investors and government programs [9] About Salarius Pharmaceuticals - Salarius is a clinical-stage biopharmaceutical company with two drug candidates for cancer treatment [10] - The lead candidate, seclidemstat, is in a clinical study for myelodysplastic syndrome and chronic myelomonocytic leukemia [10]

Oracle (ORCL) stock jumped as much as 39% in early trading Wednesday after the software giant said its AI-fueled cloud revenue is set to jump to $144 billion by its 2030 fiscal year. That marks a massive leap from the company's projection of less than $20 billion for the business in its current fiscal year. "We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four year ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 英伟达推出专为大规模上下文推理打造的Rubin CPX新型图形处理器，将于2026年底上市。 ...

NVIDIA Vera Rubin NVL144 Rubin CPX works hand in hand with NVIDIA Vera CPUs and Rubin GPUs inside the new NVIDIA Vera Rubin NVL144 CPX platform. News Summary: The NVIDIA Rubin CPX GPU is purpose-built to handle million-token coding and generative video applications.The NVIDIA Vera Rubin NVL144 CPX platform packs 8 exaflops of AI performance and 100TB of fast memory in a single rack.Companies can monetize at an unprecedented scale, with $5B in token revenue for every $100M invested.AI innovators like Cur ...

智通财经APP获悉，英伟达(NVDA.US)表示，已获得向中国多家核心客户出口H20芯片的相关许可，但 坦言仍需应对中美两国间的部分地缘政治问题。 "是的，我们已获得许可批准，也为中国的多家核心客户拿到了(芯片出口)许可。我们希望能抓住机会 完成相关流程，切实将H20架构芯片交付给这些客户。目前的情况是，两国政府之间仍存在一些地缘政 治问题，有待我们去推动解决，"英伟达副总裁兼首席财务官Colette Kress在周一举行的高盛 Communacopia + Technology会议上表示。 今年7月，英伟达曾表示，有望恢复向中国客户销售H20图形处理器(GPU)，其依据是美国政府承诺将授 予相关出口许可。据悉，英伟达首席执行官黄仁勋当时称，公司将在未来数月增加符合中国市场要求的 H20芯片供应量，并计划向中国市场推出更先进的半导体产品。 在会议上被问及H20芯片对华交付相关问题时，Kress表示："我们的中国客户希望确保，中国政府方面 也能顺利认可H20芯片的进口事宜。不过我们坚信，此事具备很大的推进可能性。" Kress还指出，若相关芯片销售得以实现，有望为该季度贡献最高50亿美元的营收。 她表示："目前 ...

【导读】中昊芯英联合创始人兼CTO郑瀚寻：AI芯片中的GPU架构和ASIC架构会长期共存，重要的并 非照搬英伟达 一桩引发股价连续10个交易日涨停的收购，让TPU（张量处理器）芯片公司中昊芯英突然站在A股市场 的聚光灯下。 天普股份（605255）8月21日晚发布公告，收购方拟通过协议转让等方式，收购天普股份控制权，交易 完成后，专注于TPU芯片的中昊芯英创始人、实际控制人，同时也是董事长兼总经理的杨龚轶凡将成为 天普股份的实际控制人。 尽管天普股份在公告中称，收购方暂无在未来12个月内改变上市公司主营业务或者对上市公司主营业务 做出重大调整的明确计划，暂无在未来12个月内对上市公司及其子公司的资产和业务进行重组的明确计 划，但自8月22日至9月9日，天普股份连续10个交易日涨停，区间涨幅高达159.35%。 在美国，ASIC芯片巨头博通近日超预期的业绩，也使国内外AI芯片市场愈加关注ASIC芯片和TPU。 近日，中国基金报记者专访了中昊芯英联合创始人兼CTO郑瀚寻，请其讲述了中昊芯英的创业历程，并 分享了对TPU，以及AI芯片界关注的GPU与ASIC之争的看法。 郑瀚寻表示，相比于CPU和GPU，TPU的思 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AVGO, MRVL either through stock ownership, options, or other derivatives. I wrote this a ...

"又来了！马斯克和他的AI芯片。" 一则关于xAI正采用台积电3nm工艺自研"X1"推理芯片、目标2026年Q3量产的消息，再次引爆了全球科技圈。 表面看，这似乎只是马斯克为解决xAI"算力之渴"、兑现其"5000万块H100"豪言壮语的又一次"暴力美学"操作。 但对我们投资者而言，这颗代号"X1"的小小芯片背后，其实藏着远比"缺芯"本身更重要的信号。它们，正在深刻地、不可逆地改变着整个AI产业的估值 逻辑和权力格局。 01 几乎所有的公开报道，都将巨头自研芯片的动机归结为两点：解决芯片短缺和降低采购成本。 这当然是事实，但这只是表面。真正的是三个更深层次的战略考量，每一条都足以改变一家万亿级公司的未来。 1. 摆脱"性能枷锁" 英伟达的GPU，如同成衣店里的高级西装，性能强大，适用性广，是当之无愧的"万金油"。但对于Google、Meta、xAI这些拥有自己独特大模型算法和海 量数据流的巨头而言，它们真正需要的，是一套完全贴合自己身形的"高定礼服"。 2. 重构"经济模型" 对于AI巨头而言，依赖外部采购芯片，意味着一笔永无止境、且不断飙升的运营成本（OpEx）。今天一块H100卖4万美元，明天Blackw ...