|
|
|
|
|
|
|
|
|
|
|
05.03.26 - 20:18
|
Broadcom Challenges Nvidia in AI Race | Open Interest 3/5/2026 (Bloomberg)
|
|
|
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The Iran war enters its sixth day with officials warning attacks will intensify as oil spikes. Broadcom takes aim at Nvidia, issuing an ambitious AI sales forecast that could reshape the chip race. Morgan Stanley cuts 3% of its global workforce across all business lines. Plus. are hidden AI portfolio risks lurking in your investments? Partners Capital CEO Arjun Raghavan joins us to discuss. And Ring founder and Chief Inventor Jamie Siminoff is in the C-Suite on Bloomberg Open Interest talking about the growing concerns over home surveillance. (Source: Bloomberg)...
|
|
|
05.03.26 - 20:15
|
Stocks Tumble On Report US Plans Licenses For Global Chip Exports (ZeroHedge)
|
|
|
Stocks Tumble On Report US Plans Licenses For Global Chip Exports
In addition to real war with Iran, Trump appears set to restart the simmering trade war with China.
According to Bloomberg, US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models, and under what conditions. In other words, while Nvidia has long been the world's AI kingmaker, now the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers.
If the rule passes, companies would need to seek US permission for virtually all exports of AI accelerators from the likes of Nvidia and Advanced Micro Devices, which represents a global expansion of curbs that currently cover around 40 countries.
According to the report, the specific approval process would depend ...
|
|
|
|
|
05.03.26 - 18:42
|
Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most (24/7 Wall St.)
|
|
|
OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN), NVIDIA (NVDA:NVDA), and SoftBank. Leading the way was Amazon with an investment of approximately $50 billion, of which $15 billion was committed to upfront, while another $35 billion was tied to various milestones. For their parts, NVIDIA and SoftBank ... Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
The post Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
|
|
05.03.26 - 16:54
|
NVIDIA Gives Up On China (24/7 Wall St.)
|
|
|
NVIDIA (NASDAQ: NVDA) expected to sell its H200 chips in China, and it expected to sell a lot of them. The deal has been on and off again amid trade talks between the White House and the Chinese government. In an exclusive report, the FT writes, “Nvidia has stopped production of chips intended for the ... NVIDIA Gives Up On China
The post NVIDIA Gives Up On China appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
