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NVIDIA Newsroom
Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.
① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.
Morgan Stanley's sharp commentary on NVIDIA (NVDA.US) Medical Business: Leveraging AI advantages to deeply cultivate vertical sectors could contribute 1 billion dollars in annual recurring revenue.
Kimberly Powell, Vice President of Medical Care at NVIDIA, spoke at JPMorgan's annual Medical Care conference, and Little Morgan released a related report following her speech.
Nvidia's Jensen Huang and Meta's Mark Zuckerberg Pour Cold Water on Quantum Computing Hype. Here's 1 Stock to Buy Anyway.
New Crypto Accounting Rules Could Accelerate Corporate Bitcoin Adoption, Says CEO Of Leading BTC Miner — Mark-To-Market Standards 'Really Important'
Will Nvidia Stock Fall Below $100 in 2025? Here's What History Has to Say.
Meet the Little-Known Company That's Betting That Nvidia's Jensen Huang Is "Dead Wrong"
Has NVIDIA drastically cut the Order for Taiwan Semiconductor's advanced packaging CoWos? What exactly happened?
According to reports, due to the discontinuation of the Hopper chip and the limited demand for the GB200A and GB300A chips, the corresponding CoWoS-S production capacity has been released, and NVIDIA has significantly reduced its CoWoS-S Orders for 2025. Nomura expects that NVIDIA's CoWoS-S Orders will decrease by 0.05 million pieces per month, which could impact Taiwan Semiconductor's revenue by 1%-2%.
Daily Options tracking | The implied volatility of the quantum computing "monster stock" RGTI has soared to 242%, with a Call position earning tenfold returns; Tesla's Call ratio has risen to 66%, and large investors have spent over 0.4 billion dollars on
On the last trading day, MSTR rose over 4%, with an Options Chain volume of 0.47 million contracts, and the implied volatility increased to 111%; on the Options Chain, there is a standoff between bulls and bears, with the highest Trade volume for the 400 dollar strike price call expiring this Friday at 0.016 million contracts.
Dow Rises Over 200 Points Ahead Of Inflation, Earnings Data: Greed Index Remains In 'Fear' Zone
NVIDIA (NVDA.US) participated in the funding of the AI video platform Synthesia, with the latest valuation rising to 2.1 billion USD.
According to a report by CNBC, the AI video platform Synthesia raised $0.18 billion in its latest funding round, with a valuation of $2.1 billion. During its last funding round in 2023, the startup was valued at $1 billion. The platform uses AI to create multilingual human avatars. Synthesia stated that this round of funding was led by the venture capital firm NEA, with participation from Atlassian Ventures, World Innovation Lab, and PSP Growth. NEA's investment portfolio includes Uber (UBER.US) and
"Concerns about technological monopolies" are increasing, and weighted ETFs like S&P are becoming popular.
In the second half of last year, Invesco's S&P 500 Equal Weight ETF attracted approximately $14.4 billion, bringing its total inflow for the year to $17 billion, far surpassing the record inflow set in 2023. Analysts believe that investors are currently most concerned about concentrated risks, fearing that the market is too top-heavy. It is expected that this year, apart from the largest technology companies, other companies will achieve double-digit growth in earnings.
Nvidia-backed AI Video Platform Synthesia Doubles Valuation to $2.1 Billion
Morgan Stanley assesses the CoWoS in 2025: demand remains strong, and the GB300A will take over the CoWoS-S capacity released by MI325 and TPU.
Morgan Stanley addresses investors' questions regarding the 2025 CoWoS booking updates for NVIDIA.
Ming-Chi Kuo: NVIDIA's update of the Blackwell architecture product line will lead to a significant decrease in demand for CoWoS-S.
NVIDIA's reduction of CoWoS-S is mainly due to changes in the product roadmap, rather than a decline in demand.
Express News | Citi: Great Wall Motor's preliminary performance for the fiscal year 2024 meets expectations, given a 'Buy' rating.
Express News | Morgan Stanley: NVIDIA takes over the released Taiwan Semiconductor CoWoS-S capacity and requests it to be converted to CoWoS-L.
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Huang Bump Seen Fading for Nvidia-Linked Stocks Riding AI Rally
3 Reasons Nvidia Stock Is a Forever Buy and Hold
Futu Morning Report | USA's December PPI unexpectedly cools down! Wall Street nervously prepares for CPI release day; quantum computing stocks rebound strongly, RGTI surges 48%.
In December, the USA's PPI unexpectedly cooled, growing by 0.2% month-on-month. The year-on-year growth of the December PPI and core PPI were 3.3% and 3.5% respectively, both the highest growth rates since February 2023; Biden has signed another executive order to accelerate the development of AI infrastructure.