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27.01.26 - 10:45
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Microsoft-Aktie: Frontalangriff auf Nvidia — jetzt investieren? (Sharedeals)
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Nach einem wochenlangen Abwärtstrend konnte die Microsoft-Aktie in den letzten drei Handelstagen wieder um rund +6% zulegen. Gibt es gute Nachrichten vom IT-Giganten und sollten Anleger vor der morgigen Zahlenvorstellung investieren? Nvidia soll ersetzt werden Gute Nachrichten gibt es in der Tat. Zum Wochenbeginn gab Microsoft bekannt, die zweite Generation seiner hauseigenen KI-Chips namens „Maia […]
The post Microsoft-Aktie: Frontalangriff auf Nvidia — jetzt investieren? first appeared on sharedeals.de....
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27.01.26 - 10:06
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TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion (Digitimes)
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With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity. As TSMC and Nvidia light the way for AI development, related semiconductor and electronics suppliers across Taiwan are investing heavily to boost production capabilities in response to surging orders....
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27.01.26 - 04:54
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Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion (Digitimes)
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Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence workloads worldwide. As part of the deal, Nvidia invested US$2 billion in CoreWeave Class A common stock at US$87.20 per share, reflecting confidence in CoreWeave's team, strategy, and cloud platform built on Nvidia technology....
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