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01.04.26 - 14:12
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Nvidia, Nebius – zugreifen, billiger wird′s nicht! (Der Aktionaer)
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Die Anzeichen einer Entspannung im Iran-Krieg mehren sich. Das lässt die Kurse wieder steigen. Der sich langsam verziehende Kriegsdunst legt frei, welche attraktiven Kaufgelegenheiten es gerade gibt, allen voran im KI-Sektor. Hier stechen vor allem Nvidia und Nebius mit äußerst attraktiven Bewertungen hervor....
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01.04.26 - 13:42
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Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone (24/7 Wall St.)
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CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in XAI, OpenAI and Intel.” That is an extraordinary amount of capital deployed in a single month, and it tells you exactly what Jensen ... Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
The post Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone appeared first on 24/7 Wall St.....
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01.04.26 - 13:18
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Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers (24/7 Wall St.)
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Jensen Huang said something that should reframe how you think about Nvidia's growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five cloud service providers has now grown to 40% of our company's business. Most people think that most of our business is in the ... Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
The post Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers appeared first on 24/7 Wall St.....
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01.04.26 - 11:31
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OpenAI Seals $122 Billion Mega Funding Deal (Bloomberg)
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OpenAI has reached a mega deal to raise $122 billion at an $852 billion valuation. Much of the capital comes from tech giants including Amazon, Nvidia and SoftBank. Bloomberg's Annabelle Droulers reports.
(Source: Bloomberg)...
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