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31.03.26 - 02:00
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Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification (Digitimes)
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Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of 2026 and has drawn significant attention from the global AI computing market. However, the design of the GPU compute tray has yet to be finalized, which could cause slight delays in actual shipment timelines....
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31.03.26 - 02:00
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Jensen Huang unpacks what′s behind TSMC′s staying power (Digitimes)
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Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI on society. Among the topics drawing strong attention from Taiwan's market was Huang's revisit of his 2013 decision to decline an offer from TSMC founder Morris Chang to become CEO. He further analyzed the core factors enabling TSMC's sustained leadership in the semiconductor industry....
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30.03.26 - 22:21
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Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla (Benzinga)
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Waymo, Uber, and Nvidia are reshaping the AV ecosystem into a multi-player model. Where does that leave Tesla's full-stack strategy?
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30.03.26 - 18:26
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Mistral Raises $830 Million to House Nvidia Chips in Data Center (Bloomberg)
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Mistral AI, a French startup trying to build a European alternative to OpenAI, has secured its first debt financing of $830 million for a data center project outside of Paris, becoming the latest technology company tapping credit markets for an unprecedented buildout of artificial intelligence infrastructure....
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30.03.26 - 18:24
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TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss (24/7 Wall St.)
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iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) is down 11.06% year-to-date, and that slide traces directly back to the fund's defining feature: a portfolio so concentrated in a handful of mega-cap technology names that a bad stretch for those stocks is, by definition, a bad stretch for the fund. A Focused Bet on the Biggest ... TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss
The post TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss appeared first on 24/7 Wall St.....
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30.03.26 - 17:12
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Nach Nvidia: Jetzt neue 100-Prozent-Chancen sichern (Der Aktionaer)
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KI läuft auf Hochtouren: Mehr als 29.000 Anfragen werden allein bei ChatGPT pro Sekunde verarbeitet. Dazu kommen Tausende Inhalte und Millionen von Berechnungen. Diese Dynamik zeigt, wie schnell sich neue Trends entwickeln. Genau hier entstehen immer wieder neue 100-Prozent-Chancen....
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30.03.26 - 16:48
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Biren, Iluvatar CoreX post triple-digit revenue growth but losses persist in AI chip race (SCMP)
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Biren Technology and Iluvatar CoreX, two Chinese graphics processing unit (GPU) champions that are seen as potential alternatives to Nvidia, saw their revenues surge in 2025 amid China's accelerated push for chip self-sufficiency, according to their first earnings reports since listing in January.
Biren's annual revenue surged 207.2 per cent from a year ago to 1.03 billion yuan (US$149 million), beating the consensus estimate of 954.5 million yuan, while its crosstown rival Iluvatar CoreX posted......
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