|
|
|
|
|
|
|
|
|
12.11.26 - 20:48
|
How Huang′s Resignation Could Hurt US AI (Bloomberg)
|
|
|
Former Nvidia CEO Jensen Huang had direct access to President Donald Trump and more influence over American AI policy than any other Silicon Valley executive. Bloomberg Opinion columnist Dave Lee explains the risks to the sector without its leather-jacketed champion. (Source: Bloomberg)...
|
|
|
|
|
|
|
12.11.26 - 20:18
|
Nvidia CEO Ouster Shakes AI Economy (Bloomberg)
|
|
|
Get a jump start on the US trading day on "Bloomberg Open Interest." Nvidia loses the man who built its AI empire. Jensen Huang is out after a stunning boardroom shakeup, wiping hundreds of billions from Nvidia's value and rattling the entire AI trade. We break down what comes next for the AI industry and how it's playing out in Washington and on Wall Street. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12.11.26 - 19:18
|
AI Financing Strong Despite Nvidia: Rosenbaum (Bloomberg)
|
|
|
Nathaniel Rosenbaum, head of US high grade strategy at JPMorgan, says Nvidia's turmoil is unlikely to have broader ramifications for investment-grade credit, while hyperscalers continue to find financing for the AI buildout. “At the right price there will be demand for that debt,” Rosenbaum says on “Bloomberg Surveillance.” (Source: Bloomberg)...
|
|
|
12.11.26 - 19:12
|
Jensen Huang built an AI kingdom. Now he′s gone, will Nvidia′s ramparts be breached? (The Guardian)
|
|
|
CEO's affair and resignation has brought company's murky corporate contracts and supply chains into sharp focusCan the AI economy survive without its “central bank”? What does Jensen Huang's fall mean for the world's second-most valuable company, and what might a tremor in its fortunes mean for the world?Nvidia's sky-high valuation is based on the fact that it designs and sells the advanced AI chips – called graphics processing units (GPUs) – that underpin the AI economy. Without these, AI models such as ChatGPT and Claude could not be trained and would not run. Continue reading......
|
|
|
|
|
|
|
|
|
12.11.26 - 18:24
|
The AI Chip Race with Apple′s Former Chief Chip Architect (Bloomberg)
|
|
|
Former Apple chip architect Gerard Williams III discusses his time at the company, including the development of Apple's A7 through M1 processors, and his latest effort to build powerful, energy-efficient CPUs for the AI data center boom with his new company NUVACORE.
Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord
Subscribe to the Power On Newsletter at https://www.bloomberg.com/poweron (Source: Bloomberg)...
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
