No Data
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Bitcoin Tops $100,000 for First Time. Here's How Much It's Worth Now.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
1 million GPUs! Musk wants to expand the Colossus AI supercomputing cluster tenfold, continuing the AI infrastructure arms race.
The investment required for the expansion of Colossus is expected to reach hundreds of billions of dollars, while also incurring quite high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors so far this year.
Elon Musk's artificial intelligence startup xAI reportedly ordered $1.08 billion nvidia AI servers.
According to "DIGITIMES", industry sources reported that Musk's ai startup xAI has ordered $1.08 billion worth of GB200 AI servers from Nvidia (NVDA.US). Musk directly negotiated with Nvidia CEO Huang Renxun and offered a premium in exchange for priority delivery. Delivery is expected to begin in January next year.
Should You Buy Nvidia Stock Before the End of 2024? Here's What History Suggests