1月28日，记者再次走访英伟达半导体（深圳）有限公司时，24日尚处于装修收尾阶段的第4层办公室已 经完工，整体风格与其他楼层保持一致。 公开资料显示，英伟达半导体（深圳）有限公司成立于2005年4月8日，法定代表人为MARK STEVEN HOOSE。经营范围包括集成电路及相关硬件的开发、设计；集成电路应用系统的设计；销售自行开发 的产品，并提供相关的技术服务和技术咨询等。 当黄仁勋1月24日下午特地跑到上海的锦德菜市场挑选水果时，深圳商报记者实地探访了英伟达在深圳 设立的公司。 作为我国首个GDP过万亿元的地市辖区，南山区的"含科浓度"超高。英伟达深圳公司正好位于深圳南山 高新技术产业园的核心区，其所在的金地威新软件科技园是一个集总部基地、研发办公、企业会所、特 色商业等于一体的综合性高新产业集聚地。 英伟达半导体（深圳）有限公司位于深圳市南山区粤海街道高新区社区高新南九道009号的金地威新软 件科技园8号楼。从一楼大堂的指示牌可以发现，英伟达半导体（深圳）有限公司所在的8号楼共有9 层，集中了多家科技公司，包括伟创力研发（深圳）有限公司、深圳市歌尔泰克科技有限公司、深圳市 边界智控科技有限公司等。英伟达占 ...

How Nvidia's stock can get back to its winning ways after an underwhelming stretch - MarketWatch## Tech Stocks# How Nvidia's stock can get back to its winning ways after an underwhelming stretch## Nvidia's stock has trailed the chip sector this year, but Morgan Stanley thinks some investor concerns are overblownPublished: Jan. 29, 2026 at 12:15 p.m. ETShareResizeShares of Nvidia, which is led by CEO Jensen Huang, have been laggards so far this year. Photo: Patrick T. Fallon/Agence France-Presse/Getty Images ...

Nvidia stock fell sharply on Thursday, dropping around 2% as a broad pullback in risk assets swept through global markets, dragging down technology stocks and triggering violent reversals across asset... ...

Nvidia (NVDA) closed the last trading session at $191.52, gaining 2.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $254.81 indicates a 33.1% upside potential.The average comprises 47 short-term price targets ranging from a low of $140.00 to a high of $352.00, with a standard deviation of $42.11. While the lowest estimate indicates a decline of 26.9% from the current price level ...

Nvidia (NASDAQ: NVDA) opened today’s trading session on a positive note, reportedly in talks to invest $30 billion in OpenAI.Separately, CEO Jensen Huang has said that he hopes China will approve the company’s ability to sell its H200 AI chips in the country, with the licensing process nearing completion, according to Reuters.“The H200, the actual license for H200, is being finalized. And I’m hoping that also the Chinese government would allow Nvidia to sell the H200, so they have to decide. And I’m looking ...

Market Overview - S&P 500 slipped 0.01% to 6,978.03, while Nasdaq Composite rose 0.17% to 23,857.45, and Dow Jones Industrial Average inched up 0.02% to 49,015.60 in muted post-Fed trading [1] - Federal Reserve held interest rates steady at a range of 3.5%-3.75%, with expectations of two rate cuts later this year, potentially starting in June [4] Company Performance - Badger Meter experienced an 11.00% drop to $146.32 due to a revenue miss [2] - Tesla reported earnings after market close, beating estimates but showing a decline in revenues [2] - Meta surged in after-hours trading after exceeding analyst expectations, while Microsoft slipped despite better-than-expected results, likely due to concerns over high AI spending [5] - C3.ai rose 4.21% to $13.13 on merger headlines [3] Industry Insights - Upcoming earnings from major tech companies will provide insights into the development of the AI market, amid concerns of elevated prices and potential corrections in 2026 [6]

Key Takeaways NVIDIA is expanding beyond data centers, combining GPUs, software and simulation to power AI robotics.NVIDIA's full-stack approach lets developers train, simulate and deploy robots faster, improving reliability.NVDA's Automotive segment revenues rose 32% to $592M, with robotics seen driving long-term growth.NVIDIA Corporation (NVDA) is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combin ...

1月29日，阿里旗下平头哥官网悄然上线一款名为"真武810E"的高端AI芯片，阿里自研芯片PPU正式亮 相。 至此，通义实验室、阿里云和平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 2025年9月，央视《新闻联播》在报道中国联通三江源绿电智算中心建设进展时，画面背景中出现了一 张"国产卡与NV卡重要参数对比"的表格。阿里平头哥PPU、华为昇腾910B、壁仞104P，与英伟达 A800、H20的关键参数被并列呈现。 据了解，阿里正在将"通云哥"打造成一台AI超级计算机，它同时拥有全栈自研芯片平头哥、亚太第一的 阿里云以及全球最强的开源模型"千问"，可以在芯片架构、云平台架构和模型架构上协同创新，从而实 现在阿里云上训练和调用大模型时达到最高效率。 平头哥官网显示，真武810E采用自研并行计算架构和片间互联技术，配合全栈自研软件栈，实现软硬 件全自研。其 96GB HBM2e 显存、700GB/s 的片间互联带宽，与此前央视画面中的参数基本一致。 过去在阿里内部，阿里多强调"通云哥"的整合，即通义千问、阿里云、平头哥所代表的AI、云计算、芯 片三位一体核心技术栈的协同发展。这让平头哥能更专注于芯片硬件 ...

Core Viewpoint - Hugging Face, an AI startup, unexpectedly rejected a $500 million investment offer from Nvidia, aiming to avoid a single dominant investor influencing its decisions [1][3]. Group 1: Company Overview - Hugging Face operates a platform hosting 2.5 million public AI models and over 700,000 public datasets, allowing users to download freely [3]. - The company has 13 million global users and promotes open-source models for developers, contrasting with major players like OpenAI and Google, which focus on proprietary models [3][4]. - Hugging Face has raised a total of $400 million, with a valuation of $4.5 billion in 2023, and retains half of its funds on hand [4]. Group 2: Business Model and Financials - The company employs a "freemium" business model, with about 3% of customers, typically large enterprises, paying for additional features [4]. - Hugging Face aims for profitability by 2025 but reported a loss in the first quarter of this year due to investment in datasets [4]. - The company does not prioritize revenue maximization but encourages developers to provide open-source alternatives for text, image, and visual models [4]. Group 3: Strategic Direction and Employee Dynamics - In 2022, Hugging Face launched the multilingual AI model BLOOM but has since exited the self-developed model space to control costs [5]. - The company is investing in robotics, datasets, and scientific research AI, having acquired a robotics company, Pollen, last year [5]. - Hugging Face's decentralized AI development philosophy allows employees to work remotely from various locations, although some former employees feel marginalized in strategic decisions [5]. Group 4: Employee Compensation and Culture - Salaries for researchers at Hugging Face typically range from $100,000 to $200,000, which is lower than top tech companies but competitive for startups [5]. - The company allows employees to publicly discuss their work, contrasting with larger tech firms that enforce strict communication protocols [6]. - Hugging Face's culture attracts talent committed to its mission of countering Silicon Valley dominance, as exemplified by its chief ethics scientist, who declined higher-paying offers to maintain her voice [6].

中国算力的增长新范式。 编辑｜栗子 在AI算力的深海里，沉默往往预示着更剧烈的爆发。 1月26日，距离国产AI算力企业天数智芯（09903.HK）登陆港股仅仅过去18天，这家在外界看来一贯低调的企业就对外抛出了一颗"重磅炸弹"：一份敢于 将超越国际巨头Hopper、Blackwell乃至Rubin的具体日期写进日历的四代架构路线图。 图片来源：天数智芯 更重要的是，这并非画饼。事实上，天数智芯2025年推出的天数天枢架构，在DeepSeek V3这种关键的大模型场景上，已经交出了实测性能领先英伟达 Hopper约20%的成绩单，成为首个实现对国际主流架构实质性超越的国产方案。 过去七年，天数智芯选择了一条最慢也最难的路：全栈自研、深耕行业、死磕落地。这种"笨功夫"在物理AI爆发的前夜，终于汇聚成了突破性的质变信 号。 当算力竞争从"量的堆砌"转向"质的较量"，天数智芯用超300家客户、超1000次部署的实战答卷证明：国产算力不再是实验室里的备选方案，而是在千亿 市场的浪潮中，正以"现在完成时"的成果为"将来时"的承诺背书，重构着属于中国算力的增长新范式。 1.算力进化的"中国路径" 通用GPU的底层架构是算力 ...