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11.12.25 - 02:30
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Oracle Post-mkt Stock Price Slumps 11%+, as 2FQ Rev. Rises 14% Below Estimate (AAStocks)
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Oracle (ORCL.US) shares slumped 11.5% in extended trading, closing at US$197.37. Other AI infrastructure stocks also subsided post-market, with CoreWeave (CRWV.US) down 3.4% to US$85.21, and NVIDIA (NVDA.US) down 1.3% to US$181.4.The company announced that revenue for the second fiscal quarter ending in November rose 14% YoY to ......
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11.12.25 - 01:00
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US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty (Digitimes)
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US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national security review before they can be re-exported. The unusual routing underscores Washington's effort to maintain visibility over advanced computing hardware as global memory shortages threaten to slow new data center deployments through 2027....
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11.12.25 - 00:24
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SpaceX Said to Pursue 2026 IPO | Bloomberg Tech 12/10/2025 (Bloomberg)
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Bloomberg's Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China. (Source: Bloomberg)...
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10.12.25 - 20:57
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Corporate News: Super Micro Computer, Inc. (EQS)
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Supermicro erweitert das NVIDIA Blackwell-Portfolio um neue flüssigkeitsgekühlte NVIDIA HGX B300-Lösungen in 4U- und 2-OU-Ausführung (OCP), die für den Versand in großen Stückzahlen bereit sind...
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10.12.25 - 17:45
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NVIDIA Aktie legt aufgrund potenzieller Aufträge von ByteDance und Alibaba leicht zu (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - NVIDIA-Aktienanalyse von XTB:
Die Experten von XTB nehmen die Aktie von NVIDIA Corp. (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) unter die Lupe.
ByteDance und Alibaba hätten unmittelbar nach der Ankündigung von Präsident Trump, dass NVIDIA-Exporte nach China wieder möglich sein könnten, Interesse an den leistungsstarken NVIDIA-H200-Chips signalisiert. [mehr]...
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10.12.25 - 17:45
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China′s DeepSeek Using Banned Nvidia Chips To Develop Next Major Model (ZeroHedge)
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China's DeepSeek Using Banned Nvidia Chips To Develop Next Major Model
Chinese AI startup DeepSeek has been using 'several thousand' banned Nvidia Blackwell chips to develop its next major model, The Information reports, citing six people with knowledge of the matter.
The chips in question were smuggled into China through a complex scheme that involves sending them to data centers in countries that are allowed to purchase them - then dismantling the servers and importing the components to China.
Doing so allowed DeepSeek to remain competitive in the AI race, as Chinese AI chips are still not sufficient to train AI models - a process in which the models 'learn' from mountains of data. While Beijing has pushed for domestic companies to use homegrown alternatives, the Nvidia chips are currently the only ones that can get the job done.
Nvidia's Blackwell, which shipped in the fourth quarter of 2024, have been used by companies including xAI, Google, Microsoft and OpenAI - which all...
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