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12.03.26 - 08:01
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Nvidia steckt Milliarden in KI-Cloud - Chipriese lässt Aktie von Nebius hochschießen (Ariva)
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Der KI-Boom treibt die Nachfrage nach Rechenleistung auf ein historisches Niveau. Jetzt investiert der Chipgigant Nvidia Milliarden in einen aufstrebenden Betreiber von KI-Rechenzentren und setzt damit seine Strategie fort, das gesamte KI-Ökosystem mitzugestalten. Der Wettlauf um künstliche Intelligenz entwickelt sich immer stärker zu einem Infrastrukturspiel. Der Chipkonzern Nvidia investiert 2 Milliarden US-Dollar in das KI-Cloud-Unternehmen Nebius und vertieft damit eine strategische Partnerschaft beim Aufbau neuer Hyperscale-Rechenzentren..
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12.03.26 - 02:24
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Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud (Digitimes)
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Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise customers. As part of the agreement, Nvidia will invest US$2 billion in Nebius, a move Nvidia said reflects confidence in Nebius's business and engineering expertise across the full AI technology stack....
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12.03.26 - 01:00
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Qisda names Google Cloud Taiwan GM Cally Ko as president in leadership reshuffle (Digitimes)
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Qisda's board approved its 2025 financial results, reporting consolidated revenue of NT$207.9 billion (approx. US$6.55 billion), up NT$6.2 billion year-over-year. Gross profit reached NT$35 billion, operating income NT$3.2 billion, and net profit after tax NT$1.39 billion. Net profit attributable to the parent company totaled NT$1.14 billion, with earnings per share (EPS) of NT$0.64....
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11.03.26 - 18:54
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Oracle Rally Fueled by AI Cloud Boom | Open Interest 3/11/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The IEA unleashes a record 400 million barrels from emergency reserves to cool a Middle East-driven price spike. Oracle surges, signaling no slowdown in AI demand. And cracks in private credit — JPMorgan pulls back, PIMCO sounds the alarm, and Apollo calls for transparency. Plus, Uber teams up with Amazon's Zoox to bring robotaxis to riders — the CEOs of both companies join us. And Fifth Third's Tim Spence says AI is already writing 40% of his bank's code. He joins us to talk about the AI revolution in banking. (Source: Bloomberg)...
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