Our cheat sheet to the major companies jostling for position in the fast-growing market for AI chips https://t.co/rn2zrPJDzV ...

Nvidia graphics processing units like these latest Blackwell [music] GPUs are inside server racks all over the world. Nvidia has catapulted [music] from gaming giant to the very core of generative AI, training the models, running the workloads, and sending Nvidia's valuation soaring. [music] With 6 million Blackwell GPUs shipped over the last year, >> this [music] connects all 72 GPUs, allowing to act as a single GPU to power the most advanced AI workloads.[music] GPUs are the generalpurpose workhorse stars ...

Moore Threads Technology's stock rose more than 400% after the AI chip maker's Shanghai IPO on Friday. ...

FT：美国已停止了对中国国家安全部实施制裁的计划，此前该部门被指控发起了一场大规模的网络活动，此举旨在避免破坏特朗普和习近平在10月达成的贸易休战协议。根据几位美国官员和其他知情人士的说法，在釜山达成的协议之后，本届政府也不会对中国实施新的重大出口管制措施。几位知情人士表示，特朗普政府对华政策的目标已经转向确保“稳定”，直到减少中国在稀土领域的支配地位为止，稀土支配地位限制了美国采取激进行动的能力。特朗普也不想危及他定于4月对北京的访问。据知情人士透露，另一个引发对华鹰派担忧的举动是，本届政府正准备举行一次高级别会议，决定是否发放许可，允许英伟达向中国出口先进芯片H200。一位熟悉白宫想法的消息人士表示，特朗普“致力于与中国建立互利的贸易关系，同时不损害我们的国家和经济安全”。外汇交易员 (@myfxtrader):彭博：英伟达的强力游说取得关键成果，一项旨在限制其向部分海外市场销售先进AI芯片的《GAIN AI法案》，预计将不会被纳入美国年度国防法案。该法案原计划要求英伟达和AMD等芯片制造商，在向受限制国家出口其高性能AI芯片之前，必须优先满足美国客户的需求。 https://t.co/HMCGD6JQl ...

Nvidia CEO Jensen Huang said he’s unsure whether China would accept the company’s H200 AI chips should the US relax restrictions on sales of the processors, following a meeting with President Trump https://t.co/NZLNQJx8vO ...

Market Dynamics - Google 正在洽谈向 Meta 出售价值数十亿美元的 AI 芯片，加剧了 AI 芯片领域的竞争 [1] - 市场长期以来认为 Nvidia 面临来自其客户（如 Google、Meta、Microsoft 和 Amazon）的竞争 [3][12] - 报告显示，Nvidia 市值蒸发超过 2450 亿美元 [8] Technology & Products - Google 的 TPU（张量处理单元）是一种 ASIC（应用专用集成电路），专为特定应用而设计 [2][9] - Nvidia 的 GPU（图形处理单元）是一种通用计算设备，可用于需要并行处理的多种不同任务 [5] - Nvidia 声称其芯片比 Google 的芯片领先一代 [4] - Nvidia 拥有 CUDA 软件，而 Google 也有自己的软件，但开发者如果要在 TPU 上开发，则需要使用不同的软件 [7][15] Company Strategy & Outlook - 客户公司正在寻求芯片来源多元化，以缓解算力限制 [13][15] - 行业分析认为，Google 与 Meta 的合作可能对 AMD 构成更大的问题，因为 AMD 旨在成为 Nvidia 的可行替代方案 [13]

The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Extreme Fear” zone on Monday.U.S. stocks settled higher on Monday, with the Nasdaq Composite surging around 600 points during the session after dovish signals from New York Fed President John Williams on Friday and Governor Christopher Waller on Monday, driving a swift repricing of rate expectations.Traders now assign an 80.9% chance to a 25-basis-point cut at the Dec. 10 Federal Reserve meeting ...

Market Sentiment - The CNN Money Fear and Greed index showed some easing in the overall fear level, currently at 13.9, remaining in the "Extreme Fear" zone compared to a prior reading of 12.1 [6][7] - Traders now assign an 80.9% chance to a 25-basis-point cut at the Dec. 10 Federal Reserve meeting, up from 71% on Friday and just 25% one week ago [2] Stock Performance - U.S. stocks settled higher, with the Nasdaq Composite surging around 600 points during the session, driven by dovish signals from New York Fed officials [1] - Within the Magnificent Seven, Alphabet Inc. gained 6.3%, pushing its market capitalization above Microsoft Corp., making it the world's third-largest publicly traded company [2] - Tesla Inc. soared almost 7% after CEO Elon Musk announced plans to design and deploy "several million AI chips" across its vehicle fleet and data centers [3] Sector Performance - Most sectors on the S&P 500 closed positively, with communication services, information technology, and consumer discretionary stocks recording the biggest gains, while consumer staples and energy stocks closed lower [4] - The Dow Jones closed higher by around 203 points to 46,448.27, the S&P 500 gained 1.55% to 6,705.12, and the Nasdaq Composite gained 2.69% to 22,872.01 during Friday's session [4] Upcoming Earnings - Investors are awaiting earnings results from HP Inc., J M Smucker Co., and Alibaba Group Holding Ltd. today [5]

White House officials are urging members of Congress to oppose a measure that would limit Nvidia’s ability to sell AI chips to China and other adversary nations, sources say https://t.co/dFJux8EUQ3 ...

Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds https://t.co/8Rt79dt7P5 ...