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31.07.26 - 22:12
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Moonshot′s Kimi Built With Nvidia Compute (Bloomberg)
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Chinese AI startup Moonshot's Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg's Peter Elstrom explains what the arrangement reveals about China's AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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31.07.26 - 21:39
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Chips To Ships: Nvidia Plans New Shipbuilding Investment With Kawasaki (ZeroHedge)
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Chips To Ships: Nvidia Plans New Shipbuilding Investment With Kawasaki
Authored by Stuart Chirls via FreightWaves.com,
Can the world's newest technology give a boost to one of transportation's oldest? A plan by leading Asia companies wants to find out.
Nvidia and Kawasaki Heavy Industries announced a joint effort to build a “next‑generation digital shipyard” at Kawasaki's Sakaide Works in Japan.
The core of the deal is co‑development of AI‑powered robots for shipbuilding tasks such as welding, painting, inspection, and material handling.
Kawasaki (OTC: KWHIY) will contribute decades of shipbuilding data, production know‑how, and its own robotics capabilities.
Nvidia (NASDAQ: NVDA) will contribute its AI and simulation stack, including products for applications in digital twins, robotics, vision/AI, and edge AI, which applies AI models and algorithms directly to devices such as sensors, cameras, robots, vehicles, or industrial controllers.
One report notes Nvidia making a $5...
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31.07.26 - 16:12
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Nvidia’s AMD Paradox is Exactly Why I Keep Buying (24/7 Wall St.)
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Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works....
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31.07.26 - 15:48
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AI’s Biggest Winners Today Will Share the Spotlight as Technology Spreads Across the Entire Market (24/7 Wall St.)
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The host's argument on Investing Insights lands with a specific market backdrop: Large AI companies like NVIDIA (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) dominate indexes right now, but the buildout underneath is quietly minting a second tier of beneficiaries in power generation and industrial metals. The host compared today's AI moment to the late 1990s internet boom, ... AI's Biggest Winners Today Will Share the Spotlight as Technology Spreads Across the Entire Market...
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31.07.26 - 15:24
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Live Nasdaq Composite: Amazon Sparks AI-Led Rally After Market Whiplash This Week (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today. Fed Watch 5 minutes ago Live Neel Kashkari wanted the Fed to hike, not hold. The Minneapolis Fed president said he dissented because he favored ... Live Nasdaq Composite: Amazon Sparks AI-Led Rally After Market Whiplash This Week...
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