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 ...

Core Insights - Samsung Semiconductor announced a partnership with NVIDIA to establish an AI factory, marking a significant step in AI-driven manufacturing [1] - The collaboration aims to integrate AI technology throughout the semiconductor manufacturing process, enhancing efficiency and precision [2] - Samsung's stock rose by 3.27% while NVIDIA's stock fell by 2%, reflecting market reactions to the announcement [1] Group 1: AI Factory Development - The AI factory will utilize over 50,000 NVIDIA GPUs to implement AI across all manufacturing stages, from design to quality control [1][2] - This initiative will create a smart manufacturing platform capable of analyzing and optimizing production environments in real-time [2] - Samsung and NVIDIA have a 25-year history of collaboration, extending from early DRAM support to current wafer foundry partnerships [2] Group 2: Advanced Technology Integration - Samsung plans to leverage NVIDIA's accelerated computing technologies to scale the AI factory and utilize the NVIDIA Omniverse platform for digital twin manufacturing [3] - The integration of NVIDIA cuLitho and CUDA-X libraries has improved optical proximity correction (OPC) capabilities by 20 times, enhancing circuit patterning accuracy [3] - Future developments will include new GPU-accelerated EDA tools in collaboration with NVIDIA and EDA partners [3] Group 3: Robotics and AI Ecosystem - Samsung aims to connect virtual simulations with real-world robotic data, enhancing robots' decision-making and operational capabilities [4] - The company has developed AI models that support over 400 million Samsung devices, integrating advanced inference capabilities into manufacturing systems [4] - NVIDIA's RTX PRO 6000 Blackwell servers are being utilized to advance automation and humanoid robot development [4] Group 4: AI-RAN Technology Collaboration - Samsung is collaborating with NVIDIA and other stakeholders to develop AI-RAN technology, which integrates AI capabilities into mobile network architecture [5] - AI-RAN will enable real-time operations for AI endpoints like robots and drones at edge nodes, facilitating the proliferation of physical AI [5] - The concept validation for AI-RAN has been successfully completed, combining Samsung's software-defined networking with NVIDIA's GPU technology [5]

英伟达正在韩国推进一项具有里程碑意义的AI基础设施部署计划，为该国最大的科技企业供应超过26万颗AI芯片。 据媒体报道，英伟达与韩国科学技术情报通信部及三星电子、现代汽车集团和SK集团达成协议，将提供超过26万颗AI芯片以启动韩国AI项目。英 伟达未披露交易的财务条款。 英伟达首席执行官黄仁勋周五出席在韩国举行的亚太经济合作组织CEO峰会。此次访问是他在全球推广人工智能计算应用的延续，旨在进一步提 升公司产品需求。 三星、现代、SK集团各自部署超5万颗芯片 根据协议，韩国政府将建设所谓的"主权AI"——即政府控制的计算基础设施。未来将在数据中心部署超过5万颗英伟达最新AI加速器，包括国家AI 计算中心以及Kakao、Naver和NHN Cloud等公司的设施。 这一部署规模体现了韩国在AI领域的战略雄心。通过建立自主可控的计算基础设施，韩国政府试图在全球AI竞争中占据有利位置，同时为本土科 技企业提供强大的技术支撑。 企业层面，韩国的科技巨头也制定了雄心勃勃的计划。 作为全球最大的半导体制造商之一，三星电子将建设一个拥有超过5万颗英伟达芯片的"AI工厂"。与此同时，现代汽车集团也承诺采购类似数量的 基于英伟达 ...

英伟达周五表示，计划与韩国政府和主要公司合作，在韩国部署多达26万枚图形处理器(GPU)，在 韩国建立大规模的人工智能(AI)工厂。 英伟达表示，基于Blackwell的基础设施将使韩国的人工智能GPU总装机容量从约6.5万个增加到30 多万个，使韩国成为美国以外全球最大的人工智能计算中心之一。 英伟达CEO黄仁勋计划在当天晚些时候在庆州举行的亚太经合组织(APEC) CEO峰会间隙分享该倡 议的更多细节。 黄仁勋昨天抵达韩国，并在首尔会见了现代汽车集团总裁郑义宣和三星电子会长李在镕。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 该计划将涉及韩国政府和包括三星电子在内的主要行业领导者。三星电子、SK集团、现代汽车集 团、Naver Cloud等将各自建立以英伟达最新的Blackwell GPU为动力的AI计算中心。 根据英伟达在新闻发布会上公布的计划，韩国政府将部署5万 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月31日｜英伟达(NVDA.US)：SK集团正在建设配备超5万块英伟达GPU的人工智能工厂，打造 亚洲首个工业级人工智能云。 ...

10月31日，英伟达宣布与三星电子合作建设新型人工智能工厂，为下一代人工智能驱动制造奠定基础。 英伟达表示，该三星半导体人工智能工厂配备超过5万块英伟达GPU，将成为其数字化转型的核心载 体。 ...

人民财讯10月31日电，10月31日，三星半导体宣布与英伟达携手打造人工智能(AI)工厂，标志着三星在 AI驱动制造领域迈出关键一步。据介绍，通过部署超过5万颗英伟达GPU，三星将在整个制造流程中全 面导入AI技术，加速下一代半导体、移动设备及机器人的研发与生产。 ...