NVIDIA Aktie

 

Einst lernte David Reger Modellbauer, heute investieren Amazon, Nvidia, Bosch und Schaeffler in seine Firma. Sein Ziel: Robotik soll für Deutschland so bedeutend werden wie einst die Autoindustrie....

Investors may not like what they see when they learn the sources of much of Nvidia's revenue growth....

Mark Cuban calls himself the biggest AI proponent alive, yet he sees the debt financing behind the AI buildout as a potential catastrophe for the entire U.S. economy. His warning puts NVIDIA and the hyperscalers at the center of a financial tightrope few investors are watching closely enough....

The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues into the company's broader practices. The probes target a chipmaker that has grown into the world's biggest company by market capitalization, with business interests spanning multiple parts of the AI value chain, and is a major backer of data center development....

Lumentum Holdings is likely to outperform expectations amid incredible demand for optical networking components....

Nvidia's evolution into a full-stack AI hardware provider comes with big opportunities....

Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced 22TB/s to 19.2TB/s, a reduction of about 13%. South Korean industry observers said the move could increase supply flexibility and help balance performance with mass-production delivery, although the reason for the change and its actual impact on supplier orders remain unconfirmed....

SpaceX will be purchasing tens of billions of dollars worth of Nvidia products....

As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements....

LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new Korean lines, and listed the Nvidia qualifications its liquid-cooling units have won. In robotics, it outlined an actuator production ramp, a robot-data hub opening this quarter, and a plan to enter the home humanoid market around 2030. It did not provide a revenue target for either business....

NVIDIA Corporation (NVDA.US) is facing inquiries from the US Department of Justice (DOJ) regarding its acquisition of open-source AI model hosting and testing platform Hugging Face, involving the potential impact of the deal on industry competitors.Reuters first reported the DOJ inquiry on Wednesday. CNBC cited sources confirmi......

Is the ChatGPT maker shopping elsewhere, or just shopping for more?...

Industrial PC maker Advantech has opened its new North American headquarters in Tustin, California, expanding local R&D, manufacturing and system integration capabilities. The company subsequently held the Advantech Technology Summit (ATS) in Newport Beach with technology partners including AMD, Intel, Nvidia and Qualcomm to discuss edge computing and edge AI applications....

Marvell's reported negotiations to acquire Lumentum could make Coherent one of the most strategically valuable independent optical technology suppliers in AI infrastructure. Lumentum's optical manufacturing capacity is reportedly sold out into 2029, highlighting why established photonics manufacturing assets have become increasingly valuable. Nvidia's $2 billion investment in Coherent provides an additional strategic advantage as semiconductor […]...

South Korean AI chip startup FuriosaAI quadrupled its valuation to $2.9 billion in a fresh funding round, bolstering its bid to challenge the likes of Nvidia Corp....

Nvidia's $3 billion Meta investment reveals a bigger AI strategy as the chipmaker funds data centers, suppliers and companies driving AI demand....

Kulmbach (www.aktiencheck.de) - Nebius Group-Aktienanalyse von "Der Aktionär": Florian Söllner 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 KI-Party laufe zwar weiter, doch bei einigen Anbietern verlangsame sich das Umsatzwachstum. [mehr]...

Santa ClaraKulmbach (www.aktiencheck.de) - NVIDIA-Aktienanalyse von "Der Aktionär": Florian Söllner 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 KI-Party laufe zwar weiter, doch bei einigen Anbietern verlangsame sich das Umsatzwachstum. [mehr]...

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