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'...
Express News | Nasdaq Composite Index expanded its gain to 1%, hitting another historical high. Among the component stocks, Marvell Technology surged by nearly 22% after its performance, Amazon rose by nearly 3%, while Microsoft and NVIDIA both increased by over 1%.
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US stock market early trading | The three major indexes are rising collectively! Excellent stocks are surging with increased volume, Salesforce is up more than 10%, Marvell Technology is up about 20% reaching a new high.
On the evening of October 4, 2023, US stocks opened higher on Wednesday. Investors are waiting for the upcoming speech by Federal Reserve Chairman Powell. In the USA, the ADP employment numbers for November increased by 0.146 million, which is below expectations. The market is paying attention to the political turmoil in South Korea and France.
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Market Chatter: Nvidia Customers Asked by EU Watchdog About Product Bundling
EU antitrust regulators review nvidia's acquisition of Run:ai trade.
According to Reuters, the EU antitrust regulatory agency is carefully examining nvidia's $0.7 billion acquisition of Run:ai. Regulators are asking nvidia's customers whether they received discounts when purchasing the company's graphics processing unit (GPU) software and hardware. The supervisory authority is focusing on possible practices that may strengthen nvidia's control over graphics processors, as nvidia almost monopolizes the graphics processor field with a market share as high as 84%, far exceeding competitors intel and AMD. The European Commission had previously warned that the transaction posed a threat to the two companies' market positions.
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Express News | xAI finalized the priority delivery of nvidia ai chips for 1 billion dollars? Musk gave it a thumbs up.
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Express News | Nvidia will showcase the latest AI, siasun robot&automation, and quantum computing software.
Express News | Broadcom Shares up 2.5%, AMD up 1.2%, Micron Technology up 1%, Nvidia up 1.1%, Arm Holdings up 1.3%
Express News | Shares of U.S. Chip Cos Rise Premarket After Marvell Technology's Upbeat Forecast
EU Watchdog Probes Nvidia Hardware Bundling as It Scrutinises Run:ai Deal