NVIDIA Aktie

 

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Asia Vital Components expects global AI server demand to strengthen in the second half, with liquid cooling adoption becoming more common — a shift carrying implications for data center operators and suppliers worldwide. The company sees higher shipments of ASIC chips and Nvidia's Vera Rubin platform driving growth, and estimates that liquid-cooling penetration in AI servers will reach 50% by 2027....

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Nvidia's stake in SpaceX, which came through an investment in xAI, was worth about $21 billion at the end of the second quarter....

Nvidia Corp. on Friday disclosed a nearly $21 billion stake in Elon Musk's SpaceX and a $30 billion one in Intel Corp....

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Nvidia and Intel recently tapped the bank to help them meeting soaring demand for compute....

Forget CDOs, Meet CCOs: This Isn't A Tech Cycle... It's 2008 With Silicon In July, the appropriately-named 'Groundbreaker' website laid out a structural diagnosis that most of the market still refuses to confront: the AI boom is not a technology cycle. It is a credit-driven real-estate-like cycle whose financing architecture depends on the second derivative. Levels (backlogs, gigawatts, revenue, token usage) and the first derivative (growth rates) remain the only numbers anyone watches. The second derivative - the acceleration of that growth - is where regime change actually lives. Structures built on the assumption of perpetual acceleration do not require a collapse in demand or a decline in absolute spending to break. They break when growth merely stops accelerating. That is the 2008 mechanic, not the 2000 one. And the collateral of this particular cycle is not houses. It is compute. Six weeks later, Nvidia has made the thesis explicit. With the $1.8 trillion off-balance-sheet time-b...

Goldman Sachs und NVIDIA wollen wohl KI-Kredite wie Anleihen handelbar machen. Wer für das Milliarden-Projekt am Ende haftet und wie der Markt reagiert....

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk....

AI-powered Big Data demand is creating opportunities for NVIDIA, Palantir and Dell as enterprises scale analytics and AI infrastructure....

Der DAX flirtet mit dem Rekordhoch, doch die Sommerhitze bremst. Er schließt bei 26.440 Punkten und gewinnt 0,5 %. Auf Wochensicht bewegt er sich kaum. SAP stützt den Index. Der Iran-Konflikt und hohe Energiepreise bleiben Risiken. Die Spannung vor den Nvidia-Zahlen in 10 Tagen steigt schon jetzt. Norma springt rund 8 % auf 20,80 Euro. Ein zweiter Aktienrückkauf lockt mit 22,35 Euro je Aktie. SFC Energy gewinnt 1,7 % auf 21,20 Euro. Das bereinigte Ebitda hat sich auf 18,4 Mio. Euro mehr als verdoppelt. Applied Materials übertrifft die Erwartungen. Trotzdem fällt die Aktie. Der Euro steigt auf 1,1581 US-Dollar. Brent kostet 87,08 US-Dollar. Gold verliert 0,1 % auf 4.348 US-Dollar. Softing-Chef Wolfgang Trier sieht deutliches Aufholpotenzial. Ein Großauftrag über 15 Mio. Euro bringt Schwung. Benjamin Bente warnt beim KI-Boom vor prominenten Leichen. Volker Schilling erkennt noch keine Euphorie. Am Montag folgen Carsten Klude, 3U-Chef Uwe Knoke und Jessica Schwarzer. Hör-Tipp: Erfolgreich zeitlos i...

NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads....

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume....

NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means for where the stock goes next....

Hyperscalers are accelerating spending, Vera Rubin chips promise a 10x efficiency leap, and Nvidia's valuation keeps compressing. Whether that makes the stock a screaming buy or a trap for bargain hunters depends on one critical question few investors are asking....

Goldman Sachs und NVIDIA wollen wohl KI-Kredite wie Anleihen handelbar machen. Wer für das Milliarden-Projekt am Ende haftet und wie der Markt reagiert....

Following a decade of exploration from the 2014 NVIDIA GTC to the PreciousGPT model series, Insilico Medicine presents the industry's first multi-agent Virtual Aging Cell (VAC) platform with biological age as a core condition. CAMBRIDGE, Mass., Aug. 14, 2026 /PRNewswire/ -- Insilico......

NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens....