外部合作伙伴重新变得重要 外部合作伙伴重新变得重要 英伟达的领先地位难以撼动 据报道，Meta Platforms在放弃其最先进的训练处理器并转向更简单的方法后，正深刻认识到内部构建 尖端AI芯片远比看起来要困难得多。 该公司一直在其MTIA项目下研发第二代训练芯片，其中包括一个名为Olympus的设计，原预计在2026 年第四季度准备就绪。但技术复杂性、制造风险和软件稳定性方面的担忧迫使其重新考虑。Meta此前 已放弃了名为Iris的早期设计，而随着内部团队难以构建出真正能与英伟达生态系统相抗衡的产品， Olympus现在似乎面临同样的命运。 这一现实正迫使Meta目前更多地依赖外部合作伙伴。该公司最近与Alphabet旗下的谷歌签署了一项价值 数十亿美元的协议，租用其AI芯片，并与Advanced Micro Devices合作，在其数据中心部署高达6千兆瓦 的Instinct芯片。Meta还承诺在其数据中心内多代际地部署英伟达硬件。 责任编辑：张俊 SF065 英伟达的领先地位难以撼动 据报道，Meta Platforms在放弃其最先进的训练处理器并转向更简单的方法后，正深刻认识到内部构建 尖端AI芯片 ...

>> FROM A NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, I AM MATT MILLER ALONGSIDE EMILY. "BLOOMBERG REAL YIELD" STARTS RIGHT NOW. MATT: U.S. PRODUCER PRICES COMING HARDER THAN EXPECTED POINTING TO LINGERING PRESSURES. JAMIE DIMON WARNS PEOPLE ARE MAKING -- A CREDIT BLOWUP ACROSS THE POND LEAVES GLOBAL WALL STREET CHASING BILLIONS. WE BEGIN WITH A BIG ISSUE. THE OUTLOOK FOR THE U.S. ECONOMY. AS I SAY, I'M NOT HAWKISH ABOUT RATES. I'M PRETTY OPTIMISTIC WE CAN GET RATES DOWN FURTHER, MULTIPLE CUTS IN THE 2026, AS ...

Nvidia CEO Jensen Huang speaks during a dinner event with the company's Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026.Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that "compute demand is skyrocketing." Investor concerns appear to be elsewhere. The stock fell for a second straight day on Friday and is down 6% for the week in what would be its sharpest pullback since November. With the retr ...

It was a whipsaw week of price action for all three major indexes, as investors endured increased geopolitical tensions, AI sustainability pressure, and a lackluster earnings response from market-moving Nvidia (NVDA). The Dow Jones Industrial Average (DJI) is on track for its first monthly loss since April, while the Nasdaq Composite (IXIC) and S&P 500 Index (SPX) are poised to usher in weekly and monthly deficits.AI relief was swift to start the week, with software stocks pushing the Nasdaq back above 23,0 ...

Group 1 - The market is currently experiencing mixed signals, with cyclicals leading due to investor bets on faster growth, while defensive sectors are also gaining traction, which is unusual for the early stages of an economic soft patch [2][8] - Major tech companies, referred to as hyperscalers, have historically attracted significant investment due to their dominance and cash flow generation, which supported their stock prices [3][4] - These hyperscalers are now reallocating cash towards AI infrastructure, leading to lower free cash flow and fewer stock buybacks, which may pressure their share prices [4][5] Group 2 - The shift in investment flows is moving towards cyclical equity groups such as financials, industrials, and materials, which have been overlooked in recent years [6][9] - Early signs of increased demand for copper indicate a potential pickup in business investment, benefiting materials companies like Freeport-McMoRan and Ivanhoe Electric [10] - Industrial firms, particularly Caterpillar, are expected to perform well due to growth in global manufacturing activity [11] Group 3 - As hyperscalers enhance their data centers, there will be increased demand for networking gear, benefiting companies like Coherent, Amphenol, and Arista Networks [12] - The current market dynamics suggest a rotation towards cyclicals while maintaining some defensive positions, indicating a transition rather than an impending recession [13]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MSFT, ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MSFT, ...

OpenAI on Thursday confirmed a $110 billion valuation, fueling expectations that it could stage the largest IPO in US tech history if it moves forward with a public listing. The company has not yet filed for an IPO. However, the valuation announced on February 27 positions OpenAI above several landmark Silicon Valley debuts and signals strong backing from major technology investors. Who are the Big Tech Going All-In on OpenAI? OpenAI has raised billions in private funding over the past few years. Its mos ...

Core Insights - The article discusses the investment strategies and expertise of Fred Piard, a quantitative analyst with over 30 years of experience in technology and systematic investing since 2010 [1]. Group 1: Investment Strategies - Fred Piard runs an investing group called Quantitative Risk & Value, focusing on quality dividend stocks and companies leading in tech innovation [1]. - The group also provides market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds [1]. Group 2: Author Background - Fred Piard is an author of three books and has extensive experience in technology and quantitative analysis [1].