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02.04.26 - 06:36
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Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs (Digitimes)
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On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although Nvidia revealed partnerships with several ASIC service providers around NVLink Fusion technology earlier in 2025, this direct investment signals a closer collaboration between Nvidia and Marvell. The move raises questions about how the two companies will expand their presence in the cloud AI market and whether ASIC customers will embrace this integrated solution....
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01.04.26 - 22:39
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The Fundrise Innovation Fund (VCX) Participates in OpenAI′s $122 Billion Funding Round (Business Wire)
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OpenAI, the creator of ChatGPT and a leading AI infrastructure company, has closed its largest funding round to date at a valuation of $852 billionWASHINGTON--(BUSINESS WIRE)--The Fundrise Innovation Fund (VCX) today announced its participation in OpenAI's latest funding round, increasing its existing position in one of the world's most consequential technology companies.
This week, OpenAI announced that it had closed a new financing round of $122 billion in committed capital at a post-money valuation of $852 billion — one of the largest private funding rounds in history. The round was anchored by Amazon, which committed $50 billion, alongside Nvidia and SoftBank at $30 billion each. Microsoft, OpenAI's longtime partner, also participated. Additional investors included Andreessen Horowitz, D. E. Shaw Ventures, MGX, TPG, and T. Rowe Price Associates.1
In addition, OpenAI shared that it now generates $2 billion in monthly revenue, up from $1 billion at the end of 2024. The company currently reports mor...
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01.04.26 - 22:06
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NVIDIA: Aktie runter, Gewinne rauf (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - NVIDIA-Aktienanalyse von "Der Aktionär":
Alfred Maydorn vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von NVIDIA Corp. (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) unter die Lupe.
Die Anzeichen einer Entspannung im Iran-Krieg würden sich mehren und das lasse die Kurse wieder steigen. [mehr]...
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01.04.26 - 21:36
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Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) shares are up 7% in Wednesday trading, climbing above $106 after opening at $99.05. The catalyst is unmistakable: NVIDIA's (NASDAQ:NVDA) $2 billion strategic investment in Marvell, integrating the company into the NVIDIA AI factory and AI-RAN ecosystem through NVLink Fusion. The move puts Marvell squarely at the center of the AI infrastructure ... Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse
The post Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse appeared first on 24/7 Wall St.....
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01.04.26 - 21:30
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Super Micro Computer Co-founder Pleads Not Guilty in China Smuggling Case (AAStocks)
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Liao Yixian, co-founder of Super Micro Computer (SMCI.US), pleaded not guilty on Wednesday at a hearing held in Manhattan, New York, to charges of assisting in the illegal transfer of Nvidia (NVDA.US) servers worth tens of billions of USD to China. The judge set the trial date for November 2.US prosecutors last month charged Lia......
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