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23.10.26 - 06:06
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Analysis: Nvidia′s DSX POD reshapes AI factory supply chains (Digitimes)
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As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design based on the Vera Rubin platform at GTC Berlin, with partners installing, integrating, and validating equipment inside containerized modules before transporting them to customer sites for final assembly and operation....
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23.10.26 - 06:06
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Analysis: Nvidia′s Vera CPU takes on Intel and AMD with a platform play (Digitimes)
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Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration....
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23.10.26 - 04:54
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Jensen Huang warns Europe risks falling further behind US and China in AI (Digitimes)
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Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI adoption, expand infrastructure, and ease regulatory constraints before another transformation passes the region by....
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23.10.26 - 00:54
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Corporate News: Super Micro Computer, Inc. (EQS)
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Supermicro stellt das NVIDIA Vera CPU-Rack vor, eine zu 100 % flüssigkeitsgekühlte Rack-Scale-Lösung mit 256 CPUs, die die NVIDIA Vera Rubin-Plattform ergänzt und für agentenbasierte KI in großem Maßstab ausgelegt ist...
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22.10.26 - 22:51
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NVIDIA Aktie: Neue Lieferketten-Deals sollen KI-Engpässe entschärfen (Aktiencheck)
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New York (www.aktiencheck.de) - NVIDIA-Aktienanalyse von Needham & Co:
Der Analyst von Needham, N. Quinn Bolton, bestätigt für die Aktie von NVIDIA Corp. (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) sein Rating "buy" und das Kursziel von 300 USD, nachdem er eine Grundsatzrede von CEO Jensen Huang auf der GTC in Berlin besucht hat. [mehr]...
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22.10.26 - 19:27
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CoreWeave: Huang sieht riesigen Bedarf an Neo-Clouds, aber ... (Der Aktionaer)
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Nvidia-Chef Jensen Huang sieht bei sogenannten Neoclouds eine enorme Nachfrage nach KI-Rechenleistung. Allerdings fehlt es vielen Anbietern an Kapital, um ihre Infrastruktur schnell genug auszubauen. Während Nvidia die europäische KI-Wirtschaft vorantreiben will, geraten die Aktien mehrerer Neocloud-Anbieter unter Druck....
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