AI, China and NVIDIA
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David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has produced gross annualized returns of more than 28% since its
Nvidia leads the AI ecosystem with unmatched dominance across hardware, software, and systems, fueling strong growth. See why NVDA stock is a buy.
NVIDIA's beefed-up GB300 'Blackwell Ultra' AI servers are now in production, will begin shipping in September, with 'no major issues' at this stage.
Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the leading AI chip designer and has been among the first to speak of what's next in the field -- from sovereign AI to humanoid robots.
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall from its former dominance in the semiconductor sector and highlights the scale of Intel's struggles in the AI era.
Amid rising infrastructure demands, AI startups like Crusoe Energy Systems are tapping large-scale credit lines, PitchBook reported. Crusoe last month raised a $750 million credit facility from Brookfield Asset Management (NYSE:BAM) to expand its data centers and acquire more graphics processing units from Nvidia Corp.
Taiwan Semiconductor just reported blockbuster results, confirming that the AI revolution is alive and well. Nvidia has another catalyst that will likely boost its results in the second half. Investors continue to underestimate the artificial intelligence (AI) chipmaker.
According to ComputerBase Nvidia and MediaTek's chip may only have 8 or 12 CPU cores instead of 20. Benchmark leaks of the Nvidia's GB10 Arm superchip (via Notebookcheck) suggest single-core performance reaching 2,960 and multicore at 10,682.