ANKARA, TURKIYE - SEPTEMBER 29: In this photo illustration, logo of Nvidia is displayed on a mobile phone screen in Ankara, Turkiye on September 29, 2025. (Photo by Omer Taha Cetin/Anadolu via Getty Images)Anadolu via Getty ImagesWill Nvidia stock (NASDAQ: NVDA) reach $350 in the upcoming years? This likelihood is more than mere speculation. In the last six months alone, Nvidia’s share price has almost doubled, soaring from around $94 per share to nearly $185. At first sight, trading at approximately 42x co ...

Group 1 - OpenAI is expected to spend tens of billions of dollars on high-end chips from AMD and Nvidia, which has led to a significant increase in AMD's stock price by 24% [3] - AMD's CEO, Lisa Su, and OpenAI's co-founder, Greg Brockman, express confidence in OpenAI's ability to pay for the ordered chips, indicating a strong belief in the financial backing of OpenAI [2] - Despite skepticism surrounding AI investments, the market reaction suggests a strong belief in OpenAI's financial capacity, contributing to a broader market movement with the NASDAQ rising significantly [3] Group 2 - The discussion around accelerated computing and artificial intelligence has been ongoing since at least 2018, highlighting the potential for a technological revolution in this sector [4]

Quantum computing stocks are wrapping up a big week of double-digit gains.Shares of Rigetti Computing, D-Wave Quantum and Quantum Computing have surged more than 20%. Rigetti and D-Wave Quantum have more than doubled and tripled, respectively, since the start of the year. Arqit Quantum skyrocketed more than 42% this week.The jump in shares followed a wave of positive news in the quantum space.Rigetti said it had purchase orders totalling $5.7 million for two of its 9-qubit Novera quantum computing systems. ...

NVIDIA's goal with Neotron is to bring the benefits of accelerated computing to AI by optimizing the models and everything else. We know that a faster model is a smarter model because it can get more thoughts done in the same amount of time. We also want to support the entire industry.NVIDIA has a unique way of working with all companies. native AI companies, companies that are just starting to use AI, big companies, small companies, companies all around the world, partner with NVIDIA because they know that ...

Core Insights - Schneider Electric has announced new data center blueprints in collaboration with Nvidia, aimed at accelerating construction timelines and facilitating the adoption of AI-ready infrastructure [1][2] - The partnership focuses on developing sustainable, AI-ready infrastructure, particularly for power, cooling, and high-density rack systems, to support the next generation of AI factories [2][6] - Schneider Electric is a leader in energy management for data centers, which constitute approximately 25% of its business [2] Group 1: Partnership and Innovation - The collaboration with Nvidia is a research and development initiative that addresses the growing demand for energy-efficient solutions in data centers [2][6] - The integration of power management and liquid cooling control systems is a key component of the new designs, which also support Nvidia's Blackwell chips [5][6] - The partnership is expected to be highly lucrative, especially in light of Nvidia's significant investment in AI technologies [6] Group 2: Energy Efficiency and AI - AI technologies are projected to enhance energy efficiency, potentially achieving four to nine times more efficiency than the energy consumed [8] - The new computing engines will allow for real-time integration of various energy sources and consumption patterns, optimizing energy usage [9] - The shift towards decentralized energy production, including renewable sources, is transforming the energy market [10][11] Group 3: Market Trends and Future Outlook - The transition to electrification and digitization is seen as essential for competitiveness, particularly in regions with limited fossil fuel resources [11][12] - Companies are increasingly adopting innovative energy solutions due to rapid advancements in technology and decreasing costs [12] - The energy sector is expected to undergo a significant revolution in the next two decades, driven by the convergence of electrification, digitization, and AI [13][14]

Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be truth to the warnings of an AI bubble, Jensen Huang is doubling down on his bullishness. In a recent podcast appearance with Bill Gurley and Brad Gerstner, the Nvidia CEO brushed aside the growing caution and instead zeroed in on the company he sees as the next dominant force: OpenAI. “OpenAI is very likely going to be the world’s next multitrillion-dollar hyperscale company,” Huang said. That bold predic ...

And in order to do that, you've got to do inference. So now training and inference are now integrated in reinforcement learning. Really complicated. And so that's called post-training. And then the third is inference. The old way of doing inference was one shot. But the new way of doing inference, which we appreciate, is thinking. So think before you answer. And so now you have three scaling laws. The longer you think, the better the quality answer you get. While you're thinking, you do research, you go che ...

Jensen, step back for me. I mean, a few days you you're all over the place, literally. I mean, you're in the UK.I saw the white bow tie and all that. The talk here is very nice. Um, but you're also doing a lot of investments.The Intel investment announced last week quite a bit smaller than this one, but seems significant also because it's weaving Nvidia technology in the PCN data center level in a way that perhaps it wasn't before. Where do these kinds of investments fit in. How do you think about the value ...

Jensen, step back for me. I mean, a few days you you're all over the place, literally. I mean, you're in the UK.I saw the white bow tie and all that. The talk here is very nice. Um, but you're also doing a lot of investments.The Intel investment announced last week quite a bit smaller than this one, but seems significant also because it's weaving Nvidia technology in the PCN data center level in a way that perhaps it wasn't before. Where do these kinds of investments fit in. How do you think about the value ...

Core Insights - NVIDIA announced a $5 billion investment in Intel at a price of $23.28 per share, which will result in NVIDIA holding over 4% of Intel's shares [1] - Following the announcement, Intel's stock price surged by 22.77%, while NVIDIA's stock rose by 3.54% [3] Investment Details - NVIDIA's investment will position it among Intel's top five shareholders, alongside major investors like Vanguard and BlackRock [2] - The investment is part of a broader collaboration where Intel will customize x86 processors for NVIDIA, and NVIDIA will integrate its RTX GPU into Intel's x86 system-on-chip offerings [3] Technological Collaboration - The partnership aims to leverage NVLink technology for seamless architecture interconnection, combining NVIDIA's strengths in AI and accelerated computing with Intel's advanced CPU technology [6] - NVIDIA's Grace CPU, which integrates NVLink, allows for high bandwidth and low latency connections between CPU and GPU, addressing previous bottlenecks associated with PCIe [6][8] Future Implications - By enabling Intel's x86 CPUs to support NVLink, NVIDIA expands the application of NVLink from its proprietary ecosystem to a larger and more open x86 server and PC ecosystem [9] - This strategic move is expected to enhance NVIDIA's leadership in the accelerated computing sector by providing more enterprises and developers access to NVLink's high-speed interconnect advantages [9]