Core Insights - NVIDIA CEO Jensen Huang highlighted that artificial intelligence has entered a "virtuous cycle," leading to continuous growth in the industry [1][2] - The cycle involves improved AI models driving more investment, which in turn enhances the AI models further, creating a self-reinforcing loop [2][4] Industry Investment - Major tech companies, including Meta, Amazon, Alphabet, and Microsoft, are projected to spend over $300 billion collectively on AI technologies and data center expansions in 2025 [3] - This trend of increased spending is expected to continue into 2026 as these companies plan to further boost their investments [3] NVIDIA's Role - NVIDIA is described as "the foundation of the AI Revolution," indicating its critical position in the AI landscape [3] - The company's advancements in AI technology are seen as essential for supporting the growing demand and infrastructure development in the sector [2][4]

Core Viewpoint - Nvidia's CEO Jensen Huang expressed optimism about the potential sale of the company's advanced Blackwell chips in China, contingent on a decision from U.S. President Donald Trump [1] Group 1 - The Blackwell chips are described as state-of-the-art technology [1] - The sale of these chips in China is currently uncertain and relies on U.S. government approval [1]

三星电子、SK集团、现代汽车集团将分别建设包含超5万块英伟达GPU的AI工厂。 英伟达正在保障更多GPU出货。 9月宣布投资OpenAI，并与OpenAI合作部署包含数百万块英伟达GPU的数据中心后，英伟达在主权AI领域谈下了新的合作。北京时间10月31日，英伟达在韩 国举办的APEC（亚太经合组织）峰会上宣布与韩国政府和韩国企业合作构建AI基础设施和生态系统，涉及为物理AI和代理（agentic）AI部署超26万块英伟 达GPU。 此前一天，英伟达CEO黄仁勋就被拍到与三星电子会长李在镕、现代汽车会长郑义宣在首尔一家名为"Kkanbu Chicken"的炸鸡店共饮啤酒、吃炸鸡，还吃了 奶酪球和奶酪棒，这家店的名字有密友的意思。 用餐期间，黄仁勋向李在镕和郑义宣赠送了印有英伟达DGX的礼盒。此外，还有消息称黄仁勋将在APEC峰会上与韩国总统李在明会面。这些消息引发了市 场上关于英伟达在韩国达成新AI芯片供应合同的猜测。 今日答案揭晓，合作涉及的超26万块GPU将分为几部分部署。首先，韩国政府通过相关部门投资主权AI，涉及部署超5万块新的英伟达GPU。主权AI是指一 个国家利用自己的基础设施、数据、劳动力和商业 ...

Talk to us about the foundry cooperation with Samsung electronics. Are you in a way hedging TSMC. >> No, it hedging isn't really the right way to think about it.>> How would you describe it. >> Um, we have partners that that uh are excel at the areas of manufacturing semiconductors. It is not, as you know, I make chips.There are many companies that make chips and we make chips in different ways for different reasons and different different uh value propositions, if you will. And so it's the same with Samsun ...

Nvidia, Tesla, Hyundai's Boston Dynamics, and Foxconn are all heavily involved in the humanoid robot market.Humanoid robots -- machines powered by artificial intelligence (AI) that physically resemble humans and can emulate human movements and communication -- were not too long ago the sole domain of science fiction. But useful humanoid robots are poised to be produced and available for sale at a significant scale sooner than many people realize.In January, Nvidia (NVDA 2.06%) CEO Jensen Huang said during t ...

Nvidia has announced it will work with Samsung to create a new AI mega factory as part of the deal. The South Korean company is set to deploy more than 50,000 Nvidia GPUs and the two companies will collaborate on high bandwidth memory chips. Hyundai will also use 50,000 Nvidia chips in a new AI factory.And South Korea's presidential office says more than 260,000 GPUs will be deployed across the public and private sector. CEO Jensen Hong told the Apex CEO Summit that AI chips and infrastructure have changed ...

Uh for me what jumps out the market has been a little bit spooked this week around the huge capex spending that we've seen from some of the the Silicon Valley titans and as a result even in session yesterday so a little bit of a wobble in some of those stocks others where they've blown past expectations even with a big capex program those stocks have moved aggressively to me this morning we have a very big story unfolding that is around Nvidia a lot of the problems have gone right back to Nvidia whether the ...

Core Insights - Jensen Huang, CEO of Nvidia, is influencing various sectors, including the fried chicken industry, during his visit to South Korea for the APEC CEO Summit [2][3]. Company Impact - Partnerships with Nvidia have positively affected the stock prices of companies such as Intel and Nokia, showcasing Nvidia's transformation into a venture-capital giant [3]. Sector Performance - The fried chicken industry has seen a boost in stock performance attributed to Nvidia's influence, indicating a broader impact of AI technology on diverse sectors [3].

These words clearly indicate that Nvidia still has massive room for growth and remains a buy going into its quarterly report.It has been just under three years since the artificial intelligence (AI) craze took over the world following the launch of OpenAI's popular chatbot ChatGPT in November 2022. Nvidia (NVDA 2.00%) was (and is) one of the biggest beneficiaries of the proliferation of this technology.Shares of the company shot up an incredible 1,323% during this period. That's not surprising as Nvidia has ...

此外，SK集团及其关联公司SK电讯和SK海力士，正部署一系列英伟达RTX Pro 6000 Blackwell服务器芯 片阵列，打造被英伟达称为的"亚洲首个工业AI云平台"。该平台将为机器人技术研发，以及AI在物理世 界的其他应用提供支持。 智通财经APP获悉，英伟达(NVDA.US)与韩国头部企业达成里程碑式合作，将为其提供人工智能(AI)技 术，这是该公司在全球范围内拓展AI基础设施的重要战略举措之一。 在韩国科学技术信息通信部牵头下，英伟达与三星电子(SSNLF.US)、现代汽车和SK集团三大企业集团 达成合作，将提供超过26万块加速芯片以推动韩国AI项目发展。英伟达暂未披露交易的具体财务条 款。 据了解，英伟达首席执行官黄仁勋已于周五抵达韩国，出席亚太经济合作组织(APEC)工商领导人峰 会。他借此次行程继续其全球巡回推广，推动AI计算的应用普及，同时拉动自身产品需求。此次与韩 国企业的这些合作，将进一步巩固英伟达设备在这个科技产业活跃国家的市场地位。 根据协议内容，韩国政府正着手打造"主权AI"计算基础设施——即由国家政府主导控制的算力体系。该 国将在数据中心部署超过5万块英伟达最新AI加速器，部署 ...