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13.07.26 - 05:06
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Nvidia′s HVDC shift could reshape data center power chains worldwide (Digitimes)
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Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift aims to cut energy losses and improve efficiency, but it also raises questions about safety, design, and the supply chain that may determine which technologies gain the fastest adoption....
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12.07.26 - 20:30
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Nvidia-Aktie +10,37%: Mit Schwung in die neue Woche (Sharedeals)
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Die Nvidia-Aktie beendete die Handelswoche am Freitag auf Wochenhöchststand. Vom Wochentief bis zum Wochenhochpunkt legte der KI-Schwergewicht-Titel stolze +10,37% zu. Dabei bestätigte sich auch der bereits zur Wochenmitte erfolgte Ausbruch über den kurzfristigen Abwärtstrend. Die neue Handelswoche steht folglich unter einem guten Stern. Käufer übernehmen wieder Nach der vorherigen Schwächephase seit dem Junihoch hat Nvidia […]
The post Nvidia-Aktie +10,37%: Mit Schwung in die neue Woche first appeared on sharedeals.de....
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12.07.26 - 16:48
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Chamath Palihapitiya Says the AI Boom May Be Hiding Biggest Capital Allocation Mistake in History (24/7 Wall St.)
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Artificial intelligence has completely changed the narrative for this decade. Hyperscalers continue committing hundreds of billions of dollars to data centers, Nvidia (NASDAQ:NVDA) can't manufacture AI chips fast enough to satisfy demand, and companies across nearly every industry are racing to deploy generative AI. Investors have rewarded those building the infrastructure. Yet infrastructure spending is ... Chamath Palihapitiya Says the AI Boom May Be Hiding Biggest Capital Allocation Mistake in History...
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