This news release constitutes a "designated news release" for the purposes of the Company's amended and restated prospectus supplement dated November 18, 2025, to its Canadian short form base shelf prospectus dated May 15, 2025. MIAMI, FL / ACCESS Newswire / January 12, 2026 / Digi Power X Inc. ("Digi Power X" or the "Company") (Nasdaq:DGXX)(TSXV:DGX), a digital infrastructure company focused on AI-ready data centers and high-performance computing, today announced that it has entered into a definitive agree ...

每经AI快讯，1月12日，美国科技七巨头盘前集体走弱，英伟达、亚马逊跌逾1%，苹果、谷歌、微软、 特斯拉、Meta跌近1%。 ...

Nvidia stock is down 1.8% over the past month. ...

On the one hand, we have seen the market chasing unprofitable space companies, pushing their valuations to higher orbits than their satellites and rockets. On the other hand, there is a Canadian company called MDA Space (My name is Karandeep Kumar, and I am an investor based in Canada with a Master’s in Business Administration. My professional background is quite diverse, spanning the worlds of technology, marketing, and creative industries. This multidisciplinary experience gives me a unique vantage point ...

Strategy Inc. (NASDAQ:MSTR) Executive Chair Michael Saylor highlighted on Sunday that the company has surpassed Wall Street giants since adopting the Bitcoin (CRYPTO: BTC)-focused approach, trailing only Nvidia Corp. (NASDAQ:NVDA).‘Best-Performing Assets’ Of The DecadeSaylor posted a chart on X comparing annualized returns for various assets during the “Bitcoin Standard Era,” referring to the period since Aug. 10, 2020, when the company adopted Bitcoin as its primary treasury reserve asset. During this peri ...

国泰海通指出，近期A股成交显著放量并向上突破开启春季行情。其中，由存力+算力量价齐升的半导体设备带动进入主升阶段，后续板块回落至关键均线 附近时或可择机加仓。 具体来看： AI需求叠加国产替代，2026年开年全球半导体持续走强，上游半导体设备、材料等确定性凸显。1月12日早盘，高"设备"含量——半导体设备ETF （561980）高开上涨1.15%，资金面数据显示近期连续2个交易日获资金净流入近1亿元。 据了解，半导体设备ETF（561980）跟踪中证半导，标的指数年内涨幅超15%，领先主流半导体指数。目前权重股中微公司涨近4%，寒武纪、长川科技涨超 3%，北方华创、华海清科跟涨；成份股江化微涨超5%，雅克科技、安集科技、中科飞测等多股涨超2%。 根据TECHCET，预计2025年全球半导体材料市场规模约700亿美元，同比增长6%，同时预计2029年半导体材料市场规模将超过870亿美元。国内方面，根据 中商产业研究院统计及预测，2025年中国大陆关键材料市场规模达1741亿元，同比增长+21.1%。 该机构还认为，安全博弈升温背景下，国内对关键半导体材料的"供应安全+国产替代"逻辑边际强化，叠加AI算力/数据中 ...

新浪财经 康路 发自拉斯维加斯 在 CES 2026 期间，联想基础设施解决方案集团（ISG）总裁 Ashley Gorakhpurwalla 在接受提问时，系 统阐述了联想与 英伟达之间的战略合作关系，并强调双方合作并非单一产品层面的绑定，而是覆盖从 规划、制造、部署到运维的全周期协同。 Ashley Gorakhpurwalla 表示，理解联想与 NVIDIA 的关系，需要首先认识到联想 ISG 在业务模式上的高 度灵活性。联想既可以作为 ODM 运作，由合作伙伴提供核心技术，联想负责制造、部署、支持和全生 命周期管理；同时，联想也在持续引入自有 IP，并拥有一整套在全球 180 个国家提供支持的成熟产品 组合。这使得联想能够同时服务于超大规模客户（hyperscale）、新型云服务商（neocloud）、传统服务 提供商，以及仅需要单台服务器或存储设备的企业客户，覆盖从顶级云到企业级 IT 的完整光谱。 专题：2026年度国际消费电子展(CES) Arthur Hu表示，联想正在与 英伟达合作，通过智能体平台帮助企业更快完成从部署到使用的转化。随 着在 CES 上发布 xIQ Agent 平台，联想希望 ...

Vi e w p o i n t | 11 Jan 2026 16:22:46 ET │ 11 pages Global Semiconductors NAND Supply Shortage Expected to Deepen Further as Nvidia Adopts Inference Context Memory Storage CITI'S TAKE Nvidia recently announced it will adopt an Inference Context Memory Storage (ICMS) for Vera Rubin platform, with the aim of resolving memory bottlenecks in large-scale inference computations. The new architecture is expected to adopt 16TB TLC SSDs and offload Key-Value (KV) Cache to more scalable storages to enhance Rubin's ...

Core Viewpoint - Nvidia has experienced significant growth driven by the AI boom, with a share price increase of 1,100% over the past three years, and is expected to continue its upward trajectory in the coming year [1][2]. Group 1: Market Opportunities - Nvidia's revenue growth is attributed to new product introductions, major deals, and strong demand for its AI chips, particularly the Blackwell architecture [1][2]. - The Chinese market presents a substantial opportunity, with Nvidia's CEO predicting it could be worth hundreds of billions of dollars in the near future. Recent approvals for the sale of H200 chips to China are expected to facilitate market entry [4][5]. - AI infrastructure spending is projected to reach between $3 trillion and $4 trillion by the end of the decade, with Nvidia expected to benefit significantly from this trend as AI customers prefer its systems for data center scaling [6][8]. Group 2: Strategic Developments - Nvidia is actively expanding its partnerships, as evidenced by its collaboration with Nokia and the acquisition of technology from Groq, which is anticipated to enhance its AI capabilities [9][10]. - The company is set to launch the Rubin platform, which is currently in full production, indicating a commitment to annual chip updates and innovation [11][12]. Group 3: Stock Performance Predictions - Nvidia's stock is expected to outperform the market, although the growth path may not be linear due to potential headwinds such as investor rotation into other AI stocks and concerns over high valuations [13][14]. - Despite these challenges, the overall outlook for Nvidia remains positive, with expectations for continued stock appreciation and outperformance relative to the S&P 500 [15].

最近，一场硅谷激辩刷屏全网。 参与者各个都是实打实的大佬，包括著名「大空头」Michael Burry、Anthropic联创Jack Clark，以及资深观察者Dwarkesh Patel。 Michael Burry，这位曾在2008年精准预测次贷危机的传奇人物，如今正在AI时代的狂欢中，寻找下一个崩盘的裂缝。 这场对话，深刻揭露出当前AI行业面临的万亿级矛盾——尽管Claude Code和Gemini的技术能力突飞猛进，但资本支出与实际收入之间，存在着巨大的鸿 沟！ 与此同时，Epoch AI最新发布的报告，也揭露了全球算力底牌。 数据显示，全球AI算力总容量已达到1500万个H100 GPU当量！ 报告还发现，算力背后存在着严重的能源危机。 仅芯片的运作功耗，就高达10GW，相当于两个纽约市的平均用电量。在这种能耗下，AI未来的发展，还可持续吗？ 同时，与这些预测很应景的另一篇新闻，就是大空头最近还公开做空了甲骨文。 他犀利指出：目前甲骨文为了追赶AI而激进扩张业务，导致债务规模已经飙升到了惊人的950亿美元！ 相比于Meta谷歌和微软这类拥有「核心科技业务」的巨头，他更倾向于精准打击那些基本面脆弱且 ...