|
|
|
|
|
|
|
|
|
|
|
27.08.26 - 02:06
|
Nvidia says AI labs it is helping to finance will be about a quarter of next year′s business (Digitimes)
|
|
|
Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from the AI labs for which we expect to leverage our balance sheet to contribute toward roughly a quarter of our business next year." That single sentence reframes the financing question. The issue is no longer whether Nvidia supports its customers' balance sheets, but that a quarter of forecast revenue now depends on structures the company itself has arranged....
|
|
|
27.08.26 - 02:06
|
WRC 2026 signals a new humanoid robot race as competition shifts from bodies to embodied AI models (Digitimes)
|
|
|
The 2026 World Robot Conference (WRC 2026) has concluded in Beijing. While the commercial prospects of humanoid robots remain a subject of debate, they once again took center stage at the event. With China continuing to lead the world in humanoid robot shipments, more than 100 robotics-related companies showcased new technologies and unveiled their latest products, making the event not only a magnet for capital but also a window into where the industry is heading....
|
|
|
27.08.26 - 02:06
|
Chinese GPUs head to space as MetaX payload begins in-orbit AI computing tests (Digitimes)
|
|
|
Chinese GPU vendors are beginning to extend their applications beyond terrestrial computing and into space. The recently launched Yunjian Muxi satellite (Jitianxing A-04) carries an intelligent computing payload powered by a domestically developed MetaX GPU, marking an effort to validate Chinese AI chips under real-world space conditions....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
27.08.26 - 00:24
|
DataBank′s Incoming CEO on AI Buildout, Nvidia Earnings (Bloomberg)
|
|
|
Kevin Ooley, the incoming CEO of DataBank and current CFO, joined the program to discuss critical issues surrounding the expansion of data centers. Operating over 70 data centers across more than 25 markets, DataBank faces significant challenges related to power availability and infrastructure. He speaks with Romaine Bostick & Mandeep Singh on "The Close." (Source: Bloomberg)...
|
|
|
|
|
27.08.26 - 00:12
|
Tech Billionaire Steve Case on AI Buildout, Nvidia Role (Bloomberg)
|
|
|
Steve Case, Revolution Chair & CEO, & AOL Co-Founder, reflects on the evolution of community building from the early days of AOL's digital chat rooms to today's increasing demand for real-world connections. He highlights how the rise of AI and digital interactions has sparked renewed interest and investment in physical communities, particularly in real estate and hospitality sectors. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
26.08.26 - 23:48
|
AI Expert on Anthropic′s “Fantasy” Projections, Nvidia (Bloomberg)
|
|
|
Gary Marcus, NYU Emeritus Professor of Psychology and Neural Science, discusses the recently rumored total addressable market (TAM) figures presented by AI companies like Anthropic, which suggest a market size comparable to the entire U.S. GDP. He expresses skepticism about the realism of such enormous valuations and market opportunities, noting that while AI impacts many areas, not everyone is using or satisfied with it. He speaks with Romaine Bostick & Emily Graffeo on "The Close." (Source: Bloomberg)...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
