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Express News | Sources say that Taiwan Semiconductor and Nvidia are in talks about producing Blackwell AI chips at TSMC's Arizona plant.
Express News | Exclusive-TSMC Making Preparations to Start Production of Blackwell Chips in Arizona Early Next Year, Sources Say
Express News | Exclusive-TSMC, Nvidia in Talks on Producing Blackwell AI Chips at TSMC's Arizona Plant, Sources Say
Every options tracking | The next AI 'unicorn' ? Marvell Technology soared by 23%, end of day call orders made a profit of 14 times overnight; Nvidia options call ratio rose to 70.4%, market focuses on the next generation Blackwell.
The "large holder" microstrategy rose 8.72% yesterday, with two overnight options l over 50 million dollars, and another two call options l over 10 million dollars appearing.
Nvidia is facing a new challenge from Amazon's ai chip, and its stock price is soaring!
As amazon accelerates the launch of its own ai chip Trainium 2 and announces that it will release a more powerful Trainium 3 in the future, nvidia's dominant position in the GPU market faces challenges.
NVIDIA Corporation (NVDA): Pioneering AI With Cutting-Edge GPU Technology