Core Viewpoint - The base case for Nvidia (NVDA) over the next 6-12 months is expected to be range-bound to moderately upward biased, rather than experiencing another sharp rerating phase after a multi-month time correction and several sentiment shifts [1]. Group 1: Company Analysis - Nvidia is anticipated to maintain a stable performance trajectory, reflecting a cautious optimism in the market outlook [1]. - The analysis suggests that Nvidia's stock may not see drastic changes in valuation but could experience gradual growth [1]. Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst has a background as a former Vice President at Barclays, leading teams in model validation and stress testing, indicating a strong foundation in both fundamental and technical analysis [1].

Nvidia unveiled a new tool powering its autonomous vehicle ecosystem.For the last three years, the rise of artificial intelligence (AI) has been predominantly displayed in digital environments. Large language models (LLMs) such as ChatGPT and Gemini have transformed the software landscape.But physical applications are also emerging. Autonomous systems, particularly self-driving cars, are among the most anticipated use cases in the physical AI landscape. Tesla (TSLA +4.08%) has long expressed a vision to be ...

Core Viewpoint - Nvidia CEO Jensen Huang is planning a visit to China amid ongoing concerns regarding the company's ability to sell its products in the Chinese market, which previously represented a significant portion of its revenue from the data center business [2][4]. Group 1: Company Plans and Activities - Huang is expected to attend an Nvidia company party in Beijing and meet with potential buyers to discuss logistical challenges related to supplying U.S.-approved Nvidia chips in China [3]. - The visit is scheduled ahead of the mid-February Lunar New Year, indicating a strategic timing for engagement with the Chinese market [1]. Group 2: Market Challenges - U.S. export restrictions have limited Nvidia's ability to sell its most advanced chips to China, impacting its revenue potential in a market that once accounted for at least 20% of its data center business [2]. - Reports indicate that China may only approve local purchases of Nvidia's H200 AI chips for specific purposes, such as research, which could further constrain Nvidia's market opportunities [4].

AI代码平台Claude Code在半小时内完成了英伟达CUDA代码向AMD ROCm平台的移植，展示了生成式AI在 打破计算生态壁垒方面的潜力。 1月22日，一位用户在社交平台Reddit上披露，他使用Claude Code将整个CUDA后端移植至AMD的ROCm 平台，且无需中间转换层。 智能代理实现快速移植 据用户johnnytshi透露，移植过程中遇到的唯一问题是"数据布局"差异。 这一案例引发市场关注，部分人士认为这可能削弱英伟达长期以来依赖CUDA构建的技术护城河。 不过，业内人士指出，这一成果可能仅适用于较简单的内核代码。对于需要深度硬件优化和复杂上下文的 代码库，AI工具的移植能力仍面临显著局限。 英伟达的CUDA平台长期主导AI计算领域，其生态系统的封闭性使得开发者难以将应用迁移至竞争对手 AMD的ROCm平台，这也是英伟达维持市场优势的关键因素之一。 Claude Code采用智能代理框架运作，能够智能替换CUDA关键词为ROCm对应内容，同时确保特定内核的 底层逻辑保持一致，而非简单的关键词替换。 该工具的另一优势在于简化了操作流程。开发者无需配置Hipify等复杂的转换环境，可直接通过 ...

比亚迪执行副总裁李柯表示，此次专程来到达沃斯，是为了向全球讲好比亚迪和中国新能源汽车的发展 故事。她指出，比亚迪的插电混动技术实现对传统燃油车的一对一替代，而闪充技术更让电动车充电速 度达到了和加油相近的水平。禾赛科技首席执行官李一帆认为，硬科技企业往往在对外沟通上做得不 够，实际上很多国际伙伴低估了中国技术实力。通过达沃斯这样的国际平台进行深度对话，正是打破认 知壁垒的契机。隆基绿能副总裁兼北美总裁罗鑫表示，自身的领先优势不仅在于太阳能技术，更在于构 建了涵盖光伏、储能与氢能的三位一体清洁能源系统。作为一家深度国际化的企业，达沃斯为隆基提供 了汇聚全球合作伙伴的理想平台。 这场"野生捕获"揭示了当下中国企业出海的共同课题：在拥有硬核技术优势的同时，如何更好地向世界 讲述中国创新故事。从"被低估"到"主动沟通"，从"产品输出"到"价值传播"，中国企业在技术出海的新 阶段，正学习用世界听得懂的语言，讲述自己的硬核实力。更现场、更财经、一探究竟！ 正在瑞士达沃斯举行的世界经济论坛现场，第一财经记者展开了一次"野生捕获"——在会场随机采访中 国企业家，探寻中国企业出海的真实状态。 ...

英伟达预计，RubinAI系列将在2026年第四季度至2027年第一季度被超大规模云厂商全面采用，届时， GPT-5等前沿大模型将率先受益于其性能提升。 长江证券电子团队认为，在NVL576架构的高密度互联需求下，Midplane配合正交背板的"无缆化"设计 是官方明确的主流方案。相较于铜缆方案，正交背板最大的优势在于能够解决系统集成的物理瓶颈，并 显著提高生产效率。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据广达（Quanta）执行副总裁杨明兴透露：首批RubinAI机架有望于今年8月前送达客户，确保年底前完 成与超大规模云厂商的系统集成。 英伟达团队此前意外宣布：VeraRubin已在2026年第一季度进入"全面生产"——这一进度远超产品路线 图预期，堪称行业里程碑。由于Rubin架构从"小芯片设计"转向"先进封装+HBM高带宽内存集成"，外 界曾担忧其能否兑现"2026下半年交付"的承诺。但杨明兴表示，Rubin基础设施的核心组件与Blackwell 系列高度复用——这意味着生产线转型的风险被大幅降低。 ...

Nvidia’s (NVDA)  aggressive expansion in AI infrastructure, data centers, and advanced semiconductor manufacturing is a reason that investors and analysts will want to watch its capital efficiency metrics more closely.To that point, Nvidia’s capital expenditures (CapEx) have soared over 500% in the last five years to nearly $6 billion on a trailing twelve-month basis (TTM).When CapEx grows significantly, capital efficiency metrics are more closely monitored — not because rising CapEx is inherently bad, but ...

Key Takeaways MU and NVDA are both key enablers of the AI revolution. NVDA provides the compute power, whereas MU provides memory solutions. Both stocks sport the highly-coveted Zacks Rank #1 (Strong Buy). Micron (MU) is a world leader in innovative memory and storage solutions that accelerate the transformation of information into intelligence. Shares have been red hot on the back of the AI frenzy, with its solutions a massively important piece of the infrastructure given the common issue of memory bottlen ...

Filed by Movano Inc.pursuant to Rule 425 under the Securities Act of 1933and deemed filed pursuant to Rule 14a-12under the Securities Exchange Act of 1934Subject Company: Movano Inc.Commission File No.: 001-40254Date: January 22, 2026 ARLINGTON, Va., Jan. 22, 2026 /PRNewswire/ -- Corvex, Inc., an AI cloud computing company specializing in GPU-accelerated infrastructure for AI workloads, today announced a long-term GPU lease agreement with an established AI-driven provider of high-performance battery techno ...

At one point in 2025, Nvidia's value hit $5 trillion. I foresee it going much higher in 2026.In December 2024, I made the prediction that Nvidia (NVDA +0.41%) -- then carrying a $3.4 trillion market cap -- would reach a $5 trillion market cap in 2025. This came true in October, although the stock has pulled back since then, and the company's value today sits at about $4.5 trillion. Now, I think that it can reach $6 trillion easily in 2026.To do that, the stock would have to rise by at least 33%, making it a ...