NVIDIA Aktie

 

Nokia today announced the expansion of its partnership with TIM Brasil to modernize the company's 5G network across key regions, covering approximately 42%...

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Nvidia gibt höhere Speicherpreise an Kunden weiter - und es dürfte schlimmer werden. Wer schnell ist, kann den Mini-Computer noch zum alten Preis bekommen. (Nvidia, KI)...

Third Point's billionaire boss built up a nearly 3-million-share stake in artificial intelligence (AI) titan Nvidia in 2025, but bid adieu to another industry-leading "Magnificent Seven" company....

Technologie - Ende letzter Woche hat die Aktie von Nvidia deutlich nachgegeben – trotz Rekordzahlen. Risikofreudige Anleger steigen nun ein und setzen auf überproportionale Gewinne....

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia's AI data center systems....

Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid cooling paired with the GB architecture has officially become a standard feature. Nvidia stressed that liquid cooling no longer poses a shipment bottleneck, dispelling earlier industry concerns sparked by CEO Jensen Huang's CES remarks....

According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in the competitive landscape of AI hardware and signaling growing efforts by major technology companies to reduce dependence on Nvidia's dominant processors. Under the agreement, Meta will use Google's tensor processing units (TPUs) to train next-generation AI models, including future versions of its Llama systems. The deal expands Meta's computing options at a time when demand for AI infrastructure is surging and access to advanced chips has become a strategic constraint across the industry....

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified during the first year of US President Donald Trump's administration....

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say establishes AMD as the primary alternative to Nvidia in large-scale AI infrastructure....

Nvidia slips 6% after blowout Q4 as AI spending fears grow, but $78B revenue guidance and rising EPS estimates suggest the dip may not last....

Zürich (www.aktiencheck.de) - NVIDIA-Chartanalyse der UBS: Trotz neuer Rekordumsätze ist die NVIDIA-Aktie (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) an den vergangenen beiden Handelstagen unter Druck geraten, wie aus der Veröffentlichung "KeyInvest DailyTrader" der UBS hervorgeht. [mehr]...

Die Nvidia-Aktie steht trotz außergewöhnlich starker Geschäftszahlen erneut unter Druck und sorgt damit für Diskussionen an den Kapitalmärkten. Während operative Kennzahlen weiterhin auf Wachstumskurs bleiben, scheint der Markt zunehmend nach Antworten auf die nächste Phase des KI-Wettlaufs zu suchen. Ernüchterung trotz überzeugender Geschäftszahlen Was erwarten Investoren eigentlich noch von der Nvidia? Nach einem Quartalsbericht, der […] The post Nvidia-Aktie: Teuer? Von wegen! first appeared on sharedeals.de....

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CoreWeave hits $5.1B revenue, backlog jumps to $66.8B as Nvidia backs its AI buildout, despite debt and post-IPO selling pressures....

Chinese telecommunications gear giant Huawei Technologies is introducing its latest supernode computing clusters to the international markets at this year's MWC Barcelona, aiming to offer an alternative to US-led artificial intelligence (AI) systems from rivals such as Nvidia. The Shenzhen-based firm plans to debut the Atlas 950 SuperPoD, a system powered by 8,192 neural processing unit cards, as well as TaiShan 950 SuperPoD, its general-purpose compute cluster, among its other computing......

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform to Japan's Fujitsu, marking a concrete step from roadmap promise to commercial deployment in the AI infrastructure race....

One Unified Architecture for O-RAN, Private 5G, and vRAN BARCELONA, Spain, March 2, 2026 /PRNewswire/ -- MSI, a leading global provider of high-performance server solutions, is showcasing its latest AI-vRAN solutions at MWC 2026 (Booth #5A61) to address the evolving requirements of......

Cathie Wood warned that rising competition from custom AI chips—led by players like Amazon.com Inc. and Alphabet Inc.—could challenge Nvidia's dominance, as ARK projects custom silicon may capture over one-third of the compute market by 2030. Importance Rank:  1 read more...

Da beißt sich die Katze in den Schwanz: Der KI-Boom verteuert Speicher und Nvidia als ein Auslöser des KI-Booms erhöht seine Preise wegen des teuren Speichers....