In this articleNVDAJensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026.Denis Balibouse | ReutersIt's been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far.The lone exception is Nvidia. The chipmaker's stock is up 2.7% in 2026 as of Monday's close, while the Nasdaq has dropped more than 2.5%. Microsoft, Amazon and Tesla have all seen double ...

Meta Platforms(META.US)近日宣布，将部署算力规模达6吉瓦、基于AMD(AMD.US)处理器的数据中心 设备。这笔重磅交易标志着AMD在追赶英伟达(NVDA.US)的征途中取得关键胜利。 根据协议，Meta将从2026年下半年起，在五年内采购AMD专为AI模型设计的芯片及服务器设备。AMD 首席执行官苏姿丰透露，每吉瓦容量的交易金额将达"数百亿美元"级别。 作为合作条款之一，Meta将分阶段获得购买1.6亿股AMD股票的认股权证。当项目进度与AMD股价达到 特定里程碑时，这些权证将逐步生效，使Meta成为AMD的重要股东。 这笔交易是Meta持续扩张的最新举措。首席执行官马克.扎克伯格已将AI列为首要战略，承诺投入数千 亿美元"激进布局"算力基础设施建设。 上月，扎克伯格正式推出Meta Compute算力计划，致力于"在本十年内建设数十吉瓦算力，并逐步扩展 至数百吉瓦"，旨在构建超越竞争对手的战略优势，作为参考，1吉瓦算力大致相当于一座核电机组的发 电量，可满足约70万户家庭用电需求。 但Meta此次入股，显然押注AMD股价仍处于长期上涨初期。部分认股权证的生效条件为股价达到600美 元 ...

Nvidia Stock Is Rising. Why Wall Street Is Bullish Ahead of Earnings. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Nvidia Stock Is Rising. Why Wall Street Is Bullish Ahead of Earnings.By [Alex Kozul-Wright]ShareResize---ReprintsIn this a ...

AMD clinches second mega chip supply deal, this time with Meta | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- AMD had struck a similar deal with OpenAI last year- Deal gives Meta the option to buy up to 10% of AMD- AMD to sell up to ...

据《华尔街日报》最新报道，英伟达专为消费级市场打造的N1X芯片，预计将在2026年正式与消费者见 面。此前N1X多停留在传闻阶段，原计划于2025年发布，因芯片漏洞与软件问题延期，如今有望在2026 年正式亮相。 据《华尔街日报》最新报道，英伟达专为消费级市场打造的N1X芯片，预计将在2026年正式与消费者见 面。这款芯片是基于DGX Spark服务器搭载的Blackwell架构芯片进行针对性优化，推出的消费级改良版 本，旨在把服务器级的技术下放，为消费端设备带来更强的性能表现。 此前N1X多停留在传闻阶段，虽曾出现在Geekbench、FurMark跑分测试中，原计划于2025年发布，因芯 片漏洞与软件问题延期，如今有望在2026年正式亮相。 这与此前透露的消息一致，搭载N1X的笔记本最快将于 2026年第二季度面世。与此同时，英伟达另一款芯片 N1V也已在网络曝光，但目前没有向外界透露出对其定 位与规格信息，仅知道N1X与N1V均将采用联发科Arm 架构CPU+英伟达低功耗GPU的整合方案。 其中，戴尔、联想将成为首批采用N1X与N1V芯片的 OEM厂商。外星人游戏本、联想拯救者系列将率先搭 载；联想还会 ...

Core Viewpoint - Nvidia's upcoming quarterly earnings report is critical for assessing the sustainability of its profits amid increasing competition and potential risks to its market dominance in the AI chip sector [1][5]. Group 1: Earnings Expectations - Analysts expect Nvidia's profit for the quarter ending in January to surge over 62%, a slowdown from 65.3% growth in the previous quarter [5]. - Revenue is projected to jump more than 68% to $66.16 billion, with first-quarter revenue forecasted to grow another 64.4% to $72.46 billion [6]. - Nvidia has surpassed sales expectations for the past 13 quarters, although the growth delta has been shrinking [6]. Group 2: Competitive Landscape - Nvidia faces competition from companies like Advanced Micro Devices (AMD) and Google, which are developing their own AI chips [3][4]. - Google has entered into a deal with Anthropic to provide its in-house chips, and is reportedly in talks to supply Meta, a significant Nvidia customer [3]. - To maintain its market position, Nvidia has licensed chip technology from Groq in a deal reportedly worth $20 billion [4]. Group 3: Market Dynamics - Concerns are rising about the sustainability of AI spending, with Nvidia potentially reducing its commitment to OpenAI from $100 billion to $30 billion [5]. - Analysts predict Nvidia will forecast revenue for the April quarter at least 3% above estimates, with some expecting it to exceed estimates by over 13% [7]. - Demand for Nvidia's chips, which are essential for processing large AI workloads, is expected to remain strong, supported by Big Tech's capital spending [8]. Group 4: Supply Chain and Production - Supply chain bottlenecks may limit Nvidia's growth, particularly regarding chip shipments as it competes for capacity with TSMC's 3-nanometer assembly lines [9]. - Nvidia's executives hinted at ongoing discussions for data center orders for the next year, suggesting an update to its $500 billion order backlog figure [9]. - The potential return of Nvidia's AI chip sales to China could positively impact sales, as the company seeks to finalize licensing for its H200 AI chip [10]. Group 5: Financial Metrics - Nvidia is expected to record an adjusted gross margin of 75% in the fourth quarter, an increase of over one percentage point from the previous year [11]. - Analysts believe Nvidia's pricing power and secured high-bandwidth memory allocations will mitigate the impact of rising memory prices [12].

World shares were mixed Tuesday after U.S. stocks slumped on heavy selling of shares in companies that could be losers in the artificial-intelligence boom.A report by Citrini Research, a New York-based financial services company, that outlined a future scenario in which AI's dominance caused the “human-centric consumer economy,” to wither away with dire consequences for employment, was the latest hit to confidence for companies that might be displaced by fast expanding use of the technology.“Policy response ...

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Nvidia’s stock has become a market object. It’s big enough to tug the major indexes, with a 7.8% weight in the S&P 500. When it moves, it drags money and sentiment with it, which helps explain why people talk about its quarterly reports as if they’re a major weather event.The company can clear consensus and still disappoint a crowd that paid for a bigger and louder fireworks show. Meet the expectations treadmill: A good quarter gets a shrug. A great quarter gets a shrug. Now, the market’s daring Nvidia to d ...

The unit of Nasdaq-listed Sify Technologies Ltd. has begun investor meetings to raise 37 billion rupees ($407 million) through a share sale in mid-March, the people said, asking not to be identified because the information is private. Deliberations are ongoing and details including the timing and valuation of the IPO could still change, they said.Technology firms and investors are ramping up bets on India’s data-center sector, driven by rising digital consumption, the increasing adoption of artificial intel ...