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06.07.26 - 06:18
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China′s Biren seeks US$900m to fund GPU push and challenge Nvidia amid AI boom (SCMP)
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Chinese artificial intelligence chipmaking champion Shanghai Biren Technology is raising HK$7 billion (US$892.5 million) to boost production of its graphics processing units (GPUs), joining a fierce domestic battle to capture Nvidia's market share in the country amid a global AI boom.
The company, which went public in Hong Kong in January, announced that it would issue 153 million new shares at HK$46.2 each, representing a 9.9 per cent discount to the stock's closing price of HK$51.3 last......
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06.07.26 - 04:24
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Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline (ZeroHedge)
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Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline
Nvidia's server assembly partner Hon Hai Precision Industry reported a bigger-than-expected 40% jump in quarterly sales and said AI demand is growing further, according to Bloomberg.
Hon Hai's revenue grew to NT$2.51 trillion ($79 billion) in the three months to June, beating the average of analyst estimates of NT$2.37 trillion. Demand for AI-related products drove sales, compensating for a slight decline in demand from consumer electronics and computing products, where soaring memory prices have resulted in widespread demand destruction.
Shipments of AI racks are expected to maintain their momentum in the current quarter, while demand for information and communications technology products is entering peak season, the company said in a statement Sunday quoted by Bloomberg. Overall operations are expected to grow both quarter-on-quarter and year-on-year.
Hon Hai, also known as Foxconn, has establi...
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06.07.26 - 03:00
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Meta′s AI cloud idea underscores a search for returns, not an AI retreat (Digitimes)
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Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slowdown....
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05.07.26 - 16:42
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Is Nvidia Undervalued or AMD Overvalued — or Both? (24/7 Wall St.)
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Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday's winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?...
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05.07.26 - 16:42
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The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap (24/7 Wall St.)
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Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap...
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