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16.03.26 - 04:06
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Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026 (Digitimes)
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On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not be seen as a single model or application but rather as an emerging infrastructure system undergoing a technological revolution comparable to the industrial era....
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15.03.26 - 17:06
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Nvidia GPU availability near zero, AI compute demand off the charts (24/7 Wall St.)
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There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and what it is showing is striking. “We track GPU availability at 314 Research as something that's proprietary to us. We've had people in ... Nvidia GPU availability near zero, AI compute demand off the charts
The post Nvidia GPU availability near zero, AI compute demand off the charts appeared first on 24/7 Wall St.....
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15.03.26 - 16:24
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Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again? (24/7 Wall St.)
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Nvidia's (NASDAQ:NVDA) AI chips remain the hottest commodity in tech, with hyperscalers and enterprises scrambling for every Blackwell and Hopper GPU available. Demand continues to eclipse supply, powering record data-center revenue that has transformed the company into a trillion-dollar powerhouse. Yet Nvidia stock has traded largely sideways for much of the past year amid investor ... Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?
The post Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again? appeared first on 24/7 Wall St.....
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