在接受采访时，黄仁勋谈到供应链的动态。他表示，今年英伟达需求非常强劲，英伟达正在全力生产 Blackwell芯片，同时生产Rubin芯片。台积电今年必须要非常努力工作，因为英伟达需要很多晶圆和 CoWoS产能，台积电现在做得非常好。他还表示，台积电在未来10年可能会增加100%产能，这是规模 很大的基础设施投资。 格隆汇1月31日｜据一财，英伟达CEO黄仁勋春节前访华到达上海、北京、深圳后，近日又到达台湾。 此次行程中，黄仁勋与当地供应商的交流备受关注。1月31日晚间，黄仁勋宴请了英伟达的供应链伙 伴，参加晚宴的包括纬创董事长林宪铭、台积电董事长魏哲家、广达创始人林百里及副董事长梁次震、 和硕集团董事长童子贤、鸿海董事长刘扬伟、仁宝董事长陈瑞聪、联发科执行长蔡力行、华硕创始人施 崇棠等。晚宴结束后，黄仁勋送魏哲家离开。 ...

Core Insights - Goldman Sachs has initiated coverage of Penguin Solutions with a Buy rating and a revised price target of $25, down from $26, while noting the company's FY2026 outlook is uncertain but remains optimistic about its AI infrastructure momentum [1][4] Financial Performance - In FQ1 2026, Penguin Solutions reported revenue of $343 million, reflecting a 1% year-over-year increase, driven by a 41% annual surge in Integrated Memory business revenue to $137 million due to DDR5 technology and AI computing demand [2] - Advanced Computing revenue increased by 9% sequentially to $151 million [2] Challenges and Future Outlook - The company experienced an 18% sequential decline in its Optimized LED business due to weak demand in China and large US OEM sectors [3] - Management indicated challenges with the high-margin Penguin Edge business, which is expected to wind down by the end of fiscal 2026, alongside a 9% decline in services net sales [3] - Penguin Solutions anticipates a stronger second half of the year by focusing on enterprise and sovereign AI opportunities, leveraging partnerships with Dell, CDW, and Nvidia to diversify its customer base beyond traditional hyperscalers [3]

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Core Viewpoint - Nvidia plans to make a significant investment in OpenAI, which is expected to be its largest investment to date, as stated by CEO Jensen Huang, who also clarified that there are no issues with the relationship between Nvidia and OpenAI [1] Group 1 - Nvidia's upcoming investment in OpenAI is described as "huge" and potentially the largest in the company's history [1] - CEO Jensen Huang emphasized that he is not dissatisfied with OpenAI, countering any speculation regarding their partnership [1]

格隆汇1月31日｜英伟达CEO黄仁勋表示，英伟达为所有使用其软件的开发者提供支持。只要开发者想 要使用我们的软件，我们都会公开给予支持。全球每一个人工智能开发者都与英伟达合作，所以我为此 感到非常自豪。 ...

Core Insights - Nvidia and OpenAI announced a strategic partnership to deploy at least 10 gigawatts of Nvidia systems [1] - The partnership is backed by up to $100 billion in progressive investment as capacity comes online [1] Company Summary - Nvidia is positioning itself as a leader in the AI sector through this partnership with OpenAI [1] - The investment signifies a strong commitment to expanding AI infrastructure and capabilities [1] Industry Summary - The collaboration highlights the growing demand for AI technologies and the need for substantial infrastructure to support this growth [1] - The partnership may set a precedent for future collaborations in the AI industry, emphasizing the importance of strategic alliances [1]

Wow, just when I thought I was inundated by a tirade of articles about newly minted Fed chair nominee Kevin Warsh on Friday, something "bigger" came through my news alert. It's big because the WSJ breaking news releaseJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price acti ...

Group 1: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is a major player in the AI chip market, producing logic chips for companies like Nvidia and its competitors [3][4] - The company holds a significant market share and is the largest by revenue, providing insights into demand trends [4] - TSMC anticipates a nearly 60% compounded annual growth rate (CAGR) for AI-related chips from 2024 to 2029, indicating strong future demand [4] - To meet this demand, TSMC is investing $52 billion to $56 billion in production capacity this year, suggesting potential stock price appreciation [5] - The stock is currently trading at 23 times forward earnings, presenting a compelling investment opportunity in the AI sector [5] Group 2: Broadcom - Broadcom specializes in custom AI chips, partnering with AI hyperscalers to create application-specific integrated circuits (ASICs) tailored for AI applications [6] - The company expects its AI semiconductor revenue to double year over year in Q1, indicating robust growth potential [7] - By the end of FY 2026, AI semiconductor revenue may constitute a significant portion of Broadcom's overall revenue, highlighting its strategic shift [7] - Broadcom's ASIC chips are seen as a viable alternative to Nvidia's GPUs, positioning the company for substantial growth in the coming years [7]

此前有报道称，英伟达投资 OpenAI 的计划在改芯片巨头内部一些人士对交易表示怀疑后陷入停滞。 英伟达CEO黄仁勋周六表示，该公司"肯定"会参与 OpenAI 当前的融资轮次，这很可能会是该公司有史 以来规模最大的一笔投资。 黄仁勋拒绝透露投资的具体金额，但他表示这笔投资"不会与"此前报道的 1000 亿美元相等。他在台北 接受记者采访时发表了上述言论。 此前有报道称，英伟达投资 OpenAI 的计划在改芯片巨头内部一些人士对交易表示怀疑后陷入停滞。 责任编辑：于健 SF069 责任编辑：于健 SF069 英伟达CEO黄仁勋周六表示，该公司"肯定"会参与 OpenAI 当前的融资轮次，这很可能会是该公司有史 以来规模最大的一笔投资。 黄仁勋拒绝透露投资的具体金额，但他表示这笔投资"不会与"此前报道的 1000 亿美元相等。他在台北 接受记者采访时发表了上述言论。 ...

Core Viewpoint - Nvidia shares are expected to rise as AI spending increases, particularly in data centers and autonomous vehicles, with a significant increase in stock price since January 2023 due to the adoption of AI technologies like ChatGPT [1] Group 1: Bullish Case - Nvidia stock is projected to soar 83% to $352 per share, driven by its 85% market share in the AI accelerator market and a full-stack strategy that enhances its competitive position [2][5] - The company not only designs GPUs but also develops CPUs and networking hardware, providing integrated solutions for AI infrastructure [3] - Nvidia's full-stack approach allows for optimization of data center systems, resulting in a lower total cost of ownership compared to competitors [4] Group 2: Bearish Case - The bearish outlook suggests Nvidia stock could fall 27% to $140 per share, with increasing competition from custom AI chips like Alphabet's TPUs posing a threat [7][8] - Concerns about Nvidia's margins arise from rising costs of high bandwidth memory (HBM) chips and a commitment to $26 billion in cloud capacity spending over the next six years [9] Group 3: Market Predictions - A prediction indicates Nvidia stock will increase 35% to $260 per share by December 2026, reflecting a balance between bullish and bearish extremes and a slight premium to the median target price of $250 [11] - Analysts have consistently underestimated AI capital expenditures, suggesting potential for Nvidia's earnings to exceed expectations [12] - The CEO emphasizes that autonomous machines represent the next phase of the AI boom, with Nvidia's products being integral to self-driving car companies [13]