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10.08.26 - 09:06
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Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck (Digitimes)
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Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates how AI bottlenecks have expanded to include not only chips used for compute, but also the enormous amounts of electricity needed to support the entire AI supply chain....
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10.08.26 - 08:03
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Nvidia-Aktie: Wiederholt sich jetzt dieses historische Muster? (Der Aktionaer)
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Am 26. August richtet sich der Blick der Wall Street auf Nvidia. Dann veröffentlicht der KI-Champion seine Zahlen für das zweite Quartal des Geschäftsjahres 2027. Nach der Rally der vergangenen Wochen steht jedoch weniger die Frage im Raum, ob Nvidia starke Ergebnisse liefern wird – sondern vielmehr, ob sie stark genug sind, um die Aktie auf ein neues Rekordniveau zu treiben....
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10.08.26 - 07:06
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China′s top AI is still trained on Nvidia chips. What is delaying a switch to local tech? (SCMP)
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China's most advanced artificial intelligence models are still being trained on Nvidia chips, sources at major Chinese large language model (LLM) developers say, as the prohibitively high cost of switching to local semiconductors continues to hamper Beijing's push for self-sufficiency.
While domestic hardware continues to advance, changing chip architecture presents a steep engineering bottleneck.
“Training LLMs on Nvidia chips for now remains the norm among Chinese AI developers,” said a person......
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10.08.26 - 06:06
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Nvidia reportedly weighs up to US$3B stake in Lancium (Digitimes)
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Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity and grid connections. The proposed deal could give Nvidia a 20% to 30% stake and would mark a push into the energy infrastructure needed to support large-scale compute deployment....
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10.08.26 - 03:15
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NVIDIA Said to Pump Up to USD3B in Power Infra Developer Lancium (AAStocks)
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NVIDIA Corporation (NVDA.US) will invest up to USD3 billion in power infrastructure developer Lancium, the company behind the "Stargate" data center campus, The Information reported. NVIDIA will initially pump USD2 billion in Lancium to acquire about a 20% stake, report said. If Lancium reaches certain milestones, NVID......
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09.08.26 - 13:24
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Moore Threads plans Hong Kong listing after posting 147% jump in first-half revenue (SCMP)
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Chinese artificial intelligence (AI) chip developer Moore Threads plans to seek a listing in Hong Kong after reporting a 147 per cent jump in first-half revenue, as the Nvidia challenger seeks fresh capital amid booming demand for home-grown computing power.
The Shanghai-listed company said on Sunday that its board had approved a plan to issue H shares and list on the main board of the Hong Kong stock exchange, a move designed to deepen the firm's “international strategic footprint”, attract and......
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