NVIDIA Aktie

 

VW braucht einen starken Partner, um beim autonomen Fahren aufzuholen: Der Autokonzern hat sich nach SPIEGEL-Informationen für das britische Start-up Wayve entschieden. Intern tobt ein Machtkampf um die technologische Zukunft....

Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stack....

Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests to unauthorized endpoints, or clicked unauthorized CAPTCHA-bypass links....

Ein Analyst rechnet bis 2028 mit einem TPU-Umsatz von 104 Milliarden US-Dollar für Alphabets Chipsparte, deutlich mehr als der Markt bislang einpreist....

The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google, Amazon, and Huawei. The market will move into a landscape of "dual competition between Nvidia and Google, with multiple players racing to catch up."...

Amid growing concerns over increasingly autonomous AI systems, Nvidia CEO Jensen Huang has repeatedly argued that AI agent jailbreaks are fundamentally an "engineering problem" that can be addressed without slowing AI development....

Intel CEO Lip-Bu Tan stated that Intel's relationship with TSMC is built on partnership rather than rivalry. He noted that a collaborative mindset guides key industry leaders, including TSMC Chairman C.C. Wei and Nvidia CEO Jensen Huang, as they navigate the ongoing artificial intelligence (AI) transformation....

Nvidia CEO Jensen Huang attended the Korea Society's annual dinner in New York on September 28 local time and received the 2026 Van Fleet Award, with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won on hand to congratulate him. The appearance underscored how Nvidia's ties with South Korea's semiconductor makers have expanded from memory supply into AI manufacturing, creating a two-way relationship in products and technology....

Nvidia expects to grow revenue at a 70% pace next year....

Taiwan Semiconductor is the main foundry for those three chip designers, and its report could impact their stocks, too....

AMD is growing fast as the primary alternative to Nvidia in AI chips, with data center sales more than doubling year over year. Arm earns royalties across billions of devices and is finding new momentum in data centers, but its growth is more measured....

Getting there would take around 12% a year. What needs to go right?...

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Today, Sept. 30, 2026, the AI chip giant reinforced management confidence with an expanded repurchase program through 2028....

Die Q3-Berichtssaison 2026 steht vor der Tür. Mit den richtigen Werten und dem passenden Timing bieten sich damit auch in den kommenden Wochen attraktive Gewinnchancen. Passend dazu bietet das Real-Depot interessierten Anlegern die Gelegenheit, von Anfang an bei den spannendsten Small und Mid Caps dabei zu sein – und sich gleichzeitig geballtes Know-how, spannende Hintergründe und heiße Gerüchte zu diesen Unternehmen zu sichern....

Nvidia CEO Jensen Huang was among the executives at Tuesday's White House event who called out the Anthropic leader for his warnings about the technology's capabilities....

Nvidia is buying back stock as AI doubts grow....

JPMorgan says Magnificent Seven valuations hit a 10-year low as AI capex soars. Here's what it means for Nvidia Microsoft Meta and Mag-7 investors in 2026....

Nvidia CEO Jensen Huang believes that ServiceNow is "destined to be the best platform" for enterprise AI....

DeepSeek und Huawei bauen mit TileLang eine Alternative zu Nvidias CUDA auf. Damit greift China gezielt Nvidias Software-Burggraben im KI-Markt an....