NVIDIA Aktie

 

SpaceX sorgt mit seinen KI- und Chip-Plänen für neue Fantasie im Halbleitersektor. Die Botschaft ist klar: Der Hunger nach Rechenleistung wächst weiter – nicht nur in klassischen Rechenzentren, sondern künftig auch in der Raumfahrt. Davon profitieren vor allem die zentralen Lieferanten der KI-Infrastruktur....

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers....

Two semiconductor ETFs hold nearly identical stocks, yet one has left the other in the dust this year by a staggering margin. The difference has nothing to do with which chips are inside and everything to do with how the fund is built....

Firebird launches one of the world's fastest-deployed NVIDIA DSX AI factories, accelerating its global expansion across emerging markets. NVIDIA's investment will accelerate Firebird's expansion of AI infrastructure across emerging markets. Firebird's three-phase expansion in Armenia......

AMD acquired Toronto startup Taalas, whose chips run one AI model at a tenth of the power. Here is why it matters and what it means for the stock....

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Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking....

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Alphabet's growth opportunities look like an embarrassment of riches....

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NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry....

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Amazon finanziert riesiges Gaskraftwerk in Texas +++ Nvidia plant nächsten Milliardendeal +++ US-Arbeitsmarkt beruhigt Anleger +++ Siemens investiert in den USA +++ Neuigkeiten im Unternehmen-Liveblog....

NVIDIA keeps shattering revenue records while Broadcom quietly builds the custom silicon that hyperscalers hope will free them from Jensen Huang's grip. One of these strategies carries far more upside asymmetry heading into 2027, and the answer may surprise you....

SpaceX will exclusviely be using Nvidia chips moving forward....

Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein....

NVIDIA will offenbar bis zu drei Milliarden US-Dollar in den Energie-Infrastrukturentwickler Lancium investieren. Das könnte strategisch an Bedeutung gewinnen....

A Trump administration framework on AI testing leaves a lack of transparency – and plenty of open questionsAfter months of talking with tech industry leaders, the Trump administration finalized a framework this week for how it will test new artificial intelligence models for safety and cybersecurity risks. So far, the White House is keeping details of the framework private, in a blow to transparency and potential boon for secretive AI companies.On Tuesday, staff from OpenAI, Anthropic, Meta, Google, Nvidia and Microsoft attended a private meeting with White House officials to review the AI framework. Multiple outlets have since reported that although the volunteer vetting process for new AI models has been settled, the White House does not plan to release its policy publicly and will only share testing criteria with a select few tech companies. Continue reading......

Die Stargate-Initiative unterstützt den Ausbau digitaler Infrastruktur für KI. Lancium entwickelt die Energieinfrastruktur – Nvidia will Milliarden investieren....