Nvidia CEO Jensen Huang has dramatically reset investor expectations around the company's OpenAI investment, clarifying that the "$100 billion†figure was "never a commitment.†Speaking to reporters i... ...

| | | 2月2日重要公告摘要 | | --- | --- | --- | | 米和 | 公司 | 主要内容 | | 今日聚焦 | 利通电子 | 液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波 | | | | 数据中心项目 | | | 长飞光纤 | 全球光纤光缆行业市场环境正常 与数据中心相关的新型产品占需求总 | | | | 例较小 | | | 润都股份 | 目前有1类创新药（化学药）盐酸去甲乌药碱注射液 药品能否获批上市 | | | | 在不确定性 | | | 奥瑞德 | 控股子公司拟投资约1.45亿元购买算力设备 | | 投资&签约 | 济川药业 | 全资子公司签署独家商业化合作协议 | | 股权变动 | 红相股份 | 拟向福建闽高转让南通瀚蓝100%股权 | | 增减持&回购 | 乐鑫科技 | 拟以5000万元至1亿元回购股份 | | 经营&业绩 | 盛和资源 | ETM公司单方面宣布其与公司于2016年建立的战略合作关系已实质终止 | | | | 将积极采取法律手段全力维护自身合法权益 | | | 联芸科技 | 2025年净利润同比增长20.36% 数据存储主控芯片业绩增长 | | ...

Nvidia (NASDAQ:NVDA) just seems to keep the deals and partnerships coming. ...

Oracle’s fundraising plans could pressure margins and weigh on earnings, analysts said. - Dado Ruvic/Reuters Oracle said it plans to raise between $45 billion and $50 billion this year to fund its artificial-intelligence infrastructure buildout, seeking fresh capital to satisfy growing demand from clients. The cloud-services giant said it expects to raise the money through a combination of debt and equity to build capacity for its cloud infrastructure business so it can meet demand it has already contrac ...

Core Viewpoint - Nvidia's stock is experiencing a decline due to uncertainties surrounding its $100 billion investment in OpenAI, the developer of ChatGPT [1] Group 1: Nvidia's Investment in OpenAI - Nvidia is recognized as the leading provider of artificial intelligence chips, which positions the company strategically in the AI market [1] - The commitment to a significant investment in OpenAI is now being questioned, raising concerns about Nvidia's future financial performance [1]

Gold dropped as much as 6% and silver tumbled 10%, as commodity exchange CME Group boosted margin requirements for the precious metals ‌following a historic ‌plunge on Friday. The rout rippled across markets as leveraged investors were forced to unwind positions to meet margin calls.U.S.-listings of gold and ‌silver miners dropped in premarket trading. Newmont down 2.2%, while Barrick Mining and Kinross Gold dropped 2.8% and 3.2%, respectively.Hecla Mining and Coeur Mining slipped over 2.7% each.The metals ...

Group 1 - Nvidia's stock fell by 1.8% in premarket trading due to uncertainty surrounding a $100 billion investment deal with OpenAI [2] - The agreement announced in September included plans to build at least 10 gigawatts of computing power for OpenAI [2] - Jensen Huang indicated that the $100 billion investment was non-binding and not finalized, expressing concerns about OpenAI's business strategy and competition from other firms [3] Group 2 - Reports from insiders suggest that there is uncertainty regarding the deal between Nvidia and OpenAI [2] - Huang's criticism of OpenAI's business strategy reflects broader concerns within the industry about competition from companies like Alphabet's Google and Anthropic [3]

Key TakeawaysSpaceX and xAI, both founded by Elon Musk, are reportedly in advanced discussions for a potential combination, with an announcement possible as early as this week, though the deal remains fluid.Verizon (VZ) has begun identifying potential replacements for Sowmyanarayan Sampath, the current head of its crucial consumer division, according to recent reports.The National Highway Traffic Safety Administration (NHTSA) has initiated an engineering analysis into approximately 1.3 million Ford F-150 (F ...

台积电最先进制程产能争夺正式打响。全球科技巨头加速涌入2nm工艺节点，该产能已被全数预订，而 先进封装供应同步收紧，凸显AI与移动芯片需求叠加对半导体供应链的持续挤压。 英伟达CEO黄仁勋1月31日晚间宴请核心供应链高管时表示，台积电今年必须全力运转，直接点出先进 制程产能紧张现状。这一表态印证了业界对台积电2nm产能告急的判断。 英伟达的工艺路线图显示出不同策略。据报道，该公司计划2028年推出Feynman AI GPU，预计采用台 积电A16工艺，该工艺特色为背面供电技术。 A16工艺代表台积电1.6nm节点，专为高性能计算产品设计。背面供电技术将电源传输网络移至芯片背 面，可改善信号完整性并提高功率传输效率，对大型AI加速器尤为关键。 这一时间表意味着英伟达可能跳过或仅小规模采用2nm工艺，直接转向更先进节点，反映出AI芯片厂商 对制程技术的激进追求。 先进封装成新瓶颈，CoWoS产能增长仍追不上需求 据报道援引产业消息人士称，苹果已锁定首批2nm产能的一半以上，高通同为2026年主要客户。AMD 计划2026年启动基于2nm的CPU生产，谷歌和AWS则分别瞄准2027年第三季度和第四季度导入该工 艺 ...

来源：滚动播报 受英伟达和甲骨文相关担忧影响，道琼斯欧洲人工智能股票暴跌。 ...