Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)Nvidia on Wednesday announced a slew of partnerships with European countries and companies spanning infrastructure to software as it looks to keep itself at the center of the global artificial intelligence story.Chief Executive Jensen Huang on Wednesday continued his tour of Europe with a keynote at Nvidia's GTC event in Paris, France, where he ...

Model Builders Across Europe — Including France, Italy, Poland, Spain and Sweden — to Deliver Sovereign Models With NVIDIA Nemotron AI Models Tailored to Local Languages and Culture Coming to Perplexity, Delivered as NVIDIA NIM Microservices and Hosted on Regional AI Infrastructure From NVIDIA Cloud Partners PARIS, June 11, 2025 (GLOBE NEWSWIRE) -- NVIDIA GTC Paris at VivaTech -- NVIDIA today announced that it is teaming with model builders and cloud providers across Europe and the Middle East to optimize s ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 16 May 2025 | 2:18PM EDT Americas Technology: Hardware: AI infrastructure to benefit from newly announced US / Middle East partnerships BOTTOM LINE: AI partnerships worth several billion dollars between the US & the Middle East were announced this week, which should be positive for AI infrastructure builders (DELL, ANET, SMCI, CSCO). The announcements have helped to provide greater visibility into the Sovereign AI infrastructure demand opportunity, which to-date has largely h ...

GERMANY - 2025/04/06: In this photo illustration, Advanced Micro Devices Inc. logo is seen displayed ... More on a monitor. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAdvanced Micro Devices stock (NASDAQ:AMD) increased by more than 4% during Tuesday's trading session and has risen by nearly 20% over the last month. What factors are contributing to the stock's upward trend?New $10 Billion Agreement in Saudi ArabiaTuesday saw AMD unve ...

Bank of America Securities has raised its price target for Nvidia (NASDAQ: NVDA) from $150 to $160, citing growing demand from sovereign artificial intelligence (AI) infrastructure projects. The firm believes these government-led initiatives, such as Saudi Arabia's AI investments, could help offset future revenue losses from U.S. chip export restrictions to China starting in 2026. "Sovereign AI nicely complements commercial cloud investments," the firm wrote, adding that these projects focus on training lar ...

以下文章来源于橙子不糊涂 ，作者橙子 橙子不糊涂 . 80后，集成电路背景，专注于AI硬科技、半导体领域的研究和投资。 我们这里凌晨Bloomberg发了一条新闻： 关键内容有3部分： 1，The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions. 特朗普政府计划撤销拜登时期的 AI 芯片限制，作为修订半导体贸易限制的更大努力的一部分。 2，The repeal seeks to refashion a policy launched under President Joe Biden that created three broad tiers of countries for regulating the export of chips from Nvidia Corp. and others. 旨在重塑乔·拜登总统时期推出的政策，该政策为监管英伟达公司等企业的芯片出口创建了三个广泛的国家等级 ...