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11.01.26 - 13:18
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China semiconductor leaders urge caution on Nvidia H200 deals (Digitimes)
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Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear....
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11.01.26 - 13:18
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AI-driven surge in computing power transforms data center energy architecture (Digitimes)
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As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level....
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11.01.26 - 08:15
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26 Nebenwerte mit KI-Gewinner-Potenzial (Sharedeals)
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Diese 26 Aktien sollten sich Anleger laut einer Studie der Investmentbank Wells Fargo genauer anschauen, denn hierbei handelt es sich nicht nur um spannende Nebenwerte, sondern auch um potenzielle Profiteure des KI-Booms. Das Jahr 2026 wurde vom Thema KI dominiert und bei Anlegern standen Werte wie Nvidia ganz oben auf der Kaufliste. Allerdings wurde dabei […]
The post 26 Nebenwerte mit KI-Gewinner-Potenzial first appeared on sharedeals.de....
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11.01.26 - 07:24
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Nvidia, Tesla chase same self-driving goal via different paths (SCMP)
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Jensen Huang took the stage at the CES trade show in Las Vegas this week to make the clearest pitch yet for Nvidia's autonomous driving technology. In doing so, the CEO's vision for vehicles that can drive themselves edged into the terrain of major customers like Tesla and its boss, Elon Musk.
Huang's remarks sparked a widely watched – if notably polite – indirect multiday exchange between two of the most influential figures in technology. It also sharpened a central question about autonomous......
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10.01.26 - 22:36
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AMD Aktie: Auf den NVIDIA-Herausforderer setzen! (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - AMD-Aktienanalyse von "Der Aktionär":
Alfred Maydorn vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) unter die Lupe.
Der NVIDIA-Herausforderer habe auf der CES 2026 in Las Vegas einen neuen Chip MI440X vorgestellt, mit dem AMD den Druck auf den Weltmarktführer erhöhen wolle. [mehr]...
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10.01.26 - 17:12
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Nvidia and Tesla Chase Same Self-Driving Goal Via Varying Paths (Bloomberg)
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Jensen Huang took the stage at the CES trade show in Las Vegas this week to make the clearest pitch yet for Nvidia Corp.'s autonomous driving technology. In doing so, the chief executive officer's vision for vehicles that can drive themselves edged into the terrain of major customers like Tesla Inc. and its boss, Elon Musk....
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