ST. LOUIS, Mo.--(BUSINESS WIRE)--World Wide Technology (WWT), a global technology solutions provider, today announced its AI Readiness Model for Operational Resilience (ARMOR), a vendor-agnostic solution, delivered by WWT, leveraging a jointly developed framework with NVIDIA. Refined with real-world feedback from The Texas A&M University System, ARMOR is among the first vendor-agnostic, end-to-end AI security frameworks designed to empower organizations to accelerate AI adoption confidently while ensuring r ...

SUMMARY AND KEY POINTS: Cerence xUI™ combines hybrid, agentic intelligence with production-ready NVIDIA software and services running on Microsoft Azure, helping OEMs meet rising demand for fast, natural, LLM-powered in-car experiences.Cerence AI and NVIDIA expanded their collaboration in January 2025, and now multiple global automakers will deploy Cerence xUI on NVIDIA AI Enterprise in production vehicles launching in 2026, bringing a new era of AI-powered, high-performance assistants and agentic capabilit ...

据介绍，Maestro是AI21的商业化支柱，年化收入约5000万美元。该平台帮助企业预处理结构化与非结 构化数据，优化输入以供AI代理高效分析，并对生成结果进行准确性验证与格式化输出。 知情人士透露，英伟达有意将Maestro整合进其企业级AI软件套件 NVIDIA AI Enterprise，以增强其在AI 代理开发与部署领域的端到端能力。此举将进一步丰富该套件中的预训练模型、开发工具及工作流管理 功能，强化英伟达在生成式AI基础设施市场的领导地位。 此次潜在收购紧随英伟达另一项重大技术合作之后——近日，该公司宣布以200亿美元获得AI芯片初创 公司Groq的技术授权，并吸纳其创始CEO及核心团队加入。Groq专注于高性能推理处理器，其技术有 望与英伟达现有GPU架构形成互补。 外媒称，AI21 Labs曾于2023年完成一轮由英伟达、谷歌、三星电子等共同参与的融资，并在今年早些 时候低调完成3亿美元新融资，估值与前轮基本持平。尽管此前已有投资关系，此次拟议收购表明英伟 达正从"财务支持者"转向"战略整合者"，意图通过垂直整合关键AI软件能力，巩固其在大模型时代软硬 协同的生态优势。（青云） 来源：环球网 ...

英伟达并不缺少挑战者，但到目前为止，他们都很难称得上是 英伟达的对手，难以撼动其领导地位。不过，未来这一点未必 不会改变。 作者： 刘劲等 封图：图虫创意 算力是人工智能最重要的基础设施和发展引擎。AI算力的代表企业英伟达（NVIDIA）凭借性能先 进的产品和难以复制的生态，在AI训练及推理芯片领域建立起了近乎垄断的领导地位，成为地球上 价值最高的上市公司。截至2025年11月，英伟达的市值约为4.5万亿美元，2025年第三季度营收 的同比增长约为62%。 在大模型发展的初期和中期，训练算力是核心瓶颈，决定了模型的"高度"，是算力芯片的战略制 高点。因此，我们在此着重讨论训练。 英伟达在训练算力上有统治性的地位。这种优势来自两个方面：先进的技术和生态的垄断。 主流大模型的参数规模已达千亿、万亿级别，训练时要对海量数据进行大规模计算，单机算力早已 远远不够，必须依托大规模芯片集群完成训练；要令这复杂而成本高昂的训练易于展开、效率高、 稳定可靠，还需要一整套的软件系统和工具来作为连接训练工程师、算力芯片和模型的桥梁。 因此，我们大致可以将训练对算力芯片的要求拆解成单芯片性能（单卡性能）、互联能力和软件生 态三部分 ...

Core Insights - Amdocs has been selected by e& UAE to integrate generative AI into its business systems, aiming to enhance revenue opportunities, business efficiencies, and customer experiences [1][2][5] Group 1: Amdocs and e& UAE Collaboration - The collaboration will utilize Amdocs' amAIz platform, which includes a library of predefined telco agents and skills to improve business efficiencies and reshape customer interactions [2][3] - Amdocs will provide a telco-specific guardrail control mechanism to ensure safe and secure integration of generative AI, including logging, auditing, and privacy compliance measures [3][5] - The partnership is supported by NVIDIA's AI platform, which includes tools for building and deploying generative AI models [4][5] Group 2: Industry Impact and Future Prospects - e& UAE is positioned as a leader in the telecom industry by being one of the first service providers to integrate generative AI, which is expected to enhance customer care and operational efficiency [5][9] - The integration of AI agents is seen as a transformative step for the telecom industry, enabling measurable improvements in business operations and customer experiences [5][9] - Amdocs reported a revenue of $4.53 billion in fiscal 2025, indicating strong financial performance and potential for growth in AI-driven solutions [9]

Group 1 - NVIDIA Corporation is recognized as a significant player in the AI sector, with analysts showing confidence in its stock performance [1][6] - Bernstein reaffirmed its Outperform rating on NVIDIA, maintaining a price target of $275, following a memo that addressed investor concerns regarding receivables, working capital, and revenue flows [1][2] - Citi raised its price target for NVIDIA from $210 to $220, anticipating a boost from strong third-quarter earnings driven by robust AI investments [3] Group 2 - Analysts expect NVIDIA to achieve $57 billion in sales for its October quarter, exceeding consensus estimates of $55 billion, with continued growth projected into the January quarter at $62 billion [4] - Bank of America highlighted NVIDIA's potential in the AI boom, projecting earnings per share to reach $8, reflecting a 50% increase in sales growth and a 70% increase in EPS [5] - NVIDIA provides a comprehensive solution for AI development, including powerful GPUs, software platforms, and services for building and running AI models [6]

Core Insights - Hoth Therapeutics has expanded its AI initiative by securing annual NVIDIA AI Enterprise Essentials licenses to enhance its GPU-powered infrastructure for pharmaceutical research [1][2] - The integration of NVIDIA's AI platform is aimed at accelerating data-driven drug development and improving decision-making in therapy development [3] Company Strategy - The company is committed to integrating next-generation technology across its R&D programs, focusing on therapies like HT-001, HT-KIT, and oncology programs [3] - Hoth's AI initiative is part of a broader digital transformation strategy, enabling partnerships with AI-driven platforms and life-science data companies to optimize development timelines and reduce costs [3] Technological Capabilities - The NVIDIA AI Enterprise environment will support Hoth's scientific and data teams in deploying predictive pharmacology and toxicity models, enhancing compound screening efficiency [6] - The infrastructure will also facilitate the integration of multi-omic and patient-derived data for improved target discovery, clinical trial simulation, patient stratification, and real-time response monitoring [6]

Core Insights - Tata Consultancy Services (TCS) is integrating NVIDIA's accelerated computing and AI Enterprise software into its retail technology offerings to help retailers implement AI tools rapidly and cost-effectively [1] - The collaboration aims to enhance retailers' operational efficiency and decision-making through advanced technologies like computer vision and digital twins [1][3] Group 1: Cost Efficiency - Utilizing TCS retail platforms with the NVIDIA stack could potentially reduce operating expenses by up to 75% compared to other systems [2] - TCS has developed specialized retail solutions, including generative AI for hyper-personalized content and AI-driven real-time competitor pricing insights [2] Group 2: Competitive Advantage - TCS aims to provide retailers with a competitive edge by combining deep domain expertise with next-generation technology [3] - The integration of NVIDIA's technologies allows retailers to automate operations and deliver personalized experiences [3][4] Group 3: AI Adoption and Training - TCS has established a dedicated NVIDIA business unit to unify NVIDIA's capabilities with TCS' expertise, accelerating AI adoption [4][5] - The company is leveraging NVIDIA's training resources to enhance staff skills in areas such as large language models and digital twins [4][5]

Core Insights - Super Micro Computer (SMCI) announced the delivery of products utilizing Nvidia's high-speed Blackwell Ultra chips for AI computing, leading to a rise in its share price [1][2][3] - The integration of Blackwell chips into Supermicro's systems aims to optimize AI performance through a combination of hardware and software solutions [2][3] - Supermicro's CEO highlighted the company's strong track record in deploying Nvidia technologies successfully and rapidly [2][3] Company Performance - Super Micro Computer's shares increased by 3% on a recent Friday morning and have risen nearly 50% year-to-date [2] - Nvidia's shares also saw a slight increase, with a reported one-third gain in value for the year 2025 [2]

Core Insights - Nvidia is positioned as a leading player in the AI boom, with a market cap exceeding $4 trillion, reflecting a 12× increase over five years due to its GPU dominance and high demand for AI data centers [1] - Nvidia's sales are projected to grow from approximately $10.92 billion in fiscal 2020 to over $130.5 billion by early 2025, driven by the adoption of H100 and H200 GPUs by major companies like OpenAI and Google [2] Group 1 - Nebius, a Nvidia-backed AI firm, experienced a significant stock surge of over 40% after announcing a $17.4 billion AI infrastructure deal with Microsoft [4] - The five-year agreement includes Nebius providing dedicated AI computing capacity from a new data center in Vineland, N.J., starting later this year, with the potential total contract value increasing to $19.4 billion if Microsoft adds more capacity [5] - Nebius's CEO highlighted the strong performance of its core AI cloud business and the attractive economics of the deal, which is expected to accelerate growth into 2026 and beyond [5] Group 2 - Nebius's stock has risen 131% year-to-date and 129% over the past six months, fueled by the increasing demand for generative AI [6] - The partnership with Nvidia not only positions Nebius as a customer but also as a strategic partner with unique access to Nvidia's resources [9] - Microsoft's investment in Nebius aligns with its strategy to leverage external AI infrastructure, validating Nebius's emergence as a significant player in the hyperscale market [8]